Omega Healthcare Investors Inc · Brief

Next report

3 days

Nov 3 · after closeest.Q3 FY26

Expected move

±2.9%implied · report alone

45.6448.32

straddle ±4.5%

spot 46.98exp Nov 20ATM strike 47ATM straddle 2.47IV 28%

Oct 30 closereport share · term structure

Expected move

—≥ implied

Q2 FY26—▼−1.89%—

quarterimplied−5%0+5%realized×

Q2 FY26—▼−1.89%—

Shaded = implied · tick ▲▼ = realized · × = |realized| ÷ impliedSource: options EOD · implied at prior close · realized close to close

Nov 3 report · est.

Bull2 of 3

761managers reporting a position in the latest quarterly filings13F · Jun 30 '26

39managers whose positions together make up four fifths of reported value13F · Jun 30 '26

Bear2 of 3

5tracked funds holding OHIN-PORT · Jul 31 '26

0.78%of VANGUARD REAL ESTATE INDEX FUND's assets, the largest tracked-fund weightN-PORT · Jul 31 '26

AI captions · Sep 16 '26once per report · top 2 per case

OHI report session

No linked exposure.

Oct 21impliedImplied move: ±5.4% into Oct 29 earnings (Oct 21 close).Source

Oct 20impliedImplied move: ±5.2% into Nov 3 earnings (Oct 20 close).Source

privateThesis 0 · Decisions 0 · Observations 0

No thesis.