Caldwell Trust Co

SEC CIK: 0002080218
Latest filing: Aug 3, 2026

SEC filings (opens in a new tab)

OHI holding history

Omega Healthcare Investors Inc in every 13F filed by Caldwell Trust Co, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

OHI overview All 13F holders of OHI Full Q2 2026 holdings

Shares (Q2 2022): 0; Sold out in Q2 2022
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q3 2021

Holdings of OHI by Caldwell Trust Co, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2022	0	$0	0.0%	−750−100.0%	Sold out	Holders
Q1 2022	750	$23.4K	<0.1%	−750−50.0%	Reduced	Holders
Q4 2021	1,500	$44.4K	<0.1%	00.0%	Unchanged	Holders
Q3 2021	1,500	$44.9K	<0.1%	+1,500	New	Holders