&PARTNERS

Position in NHI — National Health Investors Inc

CIK 107136 NASHVILLE, TN

Position in NHI

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$268,892

-$16,058 QoQ

Shares Held

3,526

+0.1% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#204

of 301 holders

Holding Since

Mar 2020

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

&PARTNERS holds $16,051,364 across 7 REIT - Healthcare Facilities names. NHI ranks #7 (1.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WELL	Welltower Inc.	42,188	$9,575,410
2	DOC	Healthpeak Properties, Inc.	91,437	$1,956,751
3	VTR	Ventas, Inc.	21,124	$1,875,811
4	OHI	Omega Healthcare Investors Inc	28,322	$1,350,392
5	CTRE	CareTrust REIT, Inc.	17,246	$695,876
6	AHR	American Healthcare REIT, Inc.	6,294	$328,232
7	NHI	National Health Investors Inc This page	3,526	$268,892

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$268,892	3,526	+0.1%	Shares	Sole	2026-08-14
2026-03-31	$284,950	3,524	+0.8%	Shares	Sole	2026-05-15
2025-12-31	$266,989	3,496	+1.8%	Shares	Sole	2026-02-17
2025-09-30	$273,082	3,435	+15.3%	Shares	Sole	2025-11-14
2025-06-30	$208,957	2,980	+1.6%	Shares	Sole	2025-08-14
2025-03-31	$216,705	2,934	+22.7%	Shares	Sole	2025-05-15
2024-09-30	$201,071	2,392	-76.1%	Shares	Sole	2024-11-14
2021-06-30	$671,706	10,018	-11.8%	Shares	Sole	2021-07-12
2021-03-31	$820,522	11,352	-10.8%	Shares	Sole	2021-04-09
2020-12-31	$880,257	12,726	+10.6%	Shares	Sole	2021-01-11
2020-09-30	$693,406	11,505	+0.1%	Shares	Sole	2020-10-05
2020-06-30	$698,219	11,499	-4.8%	Shares	Sole	2020-07-07
2020-03-31	$598,053	12,077	—	Shares	Sole	2020-04-03
No filing history on record for this holder in this stock.