PRINCIPAL FINANCIAL GROUP INC
Position in NHI — National Health Investors Inc
CIK 1126328
DES MOINES, IA
Position in NHI
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$150,773,187
+$13,237,768 QoQ
Shares Held
1,977,094
+16.2% QoQ
Ownership
4.03%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#5
of 304 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NHI Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026PRINCIPAL FINANCIAL GROUP INC holds $5,101,527,919 across 14 REIT - Healthcare Facilities names. NHI ranks #6 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
9,814,621 | $2,227,624,526 | |
| 2 | VTR |
Ventas, Inc.
|
13,969,657 | $1,240,505,541 | |
| 3 | SBRA |
Sabra Health Care REIT, Inc.
|
24,706,070 | $482,015,424 | |
| 4 | AHR |
American Healthcare REIT, Inc.
|
8,917,875 | $465,067,179 | |
| 5 | DOC |
Healthpeak Properties, Inc.
|
16,760,575 | $358,676,304 | |
| 6 | NHI |
National Health Investors Inc
This page
|
1,977,094 | $150,773,187 | |
| 7 | NHP |
National Healthcare Properties, Inc.
|
4,927,274 | $72,184,563 | |
| 8 | OHI |
Omega Healthcare Investors Inc
|
738,980 | $35,234,565 |
All Filings in NHI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $150,773,187 | 1,977,094 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $137,535,419 | 1,700,908 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $127,385,617 | 1,668,006 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $130,144,521 | 1,637,038 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $116,047,407 | 1,654,983 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $120,280,343 | 1,628,491 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $114,240,980 | 1,648,499 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $131,610,555 | 1,565,674 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 | $119,666,311 | 1,766,814 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $112,555,985 | 1,791,437 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $104,474,795 | 1,870,632 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $88,539,349 | 1,723,897 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $86,230,847 | 1,644,999 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $55,826,787 | 1,082,334 | Shares | Defined | 2023-05-09 | |
| 2022-09-30 | $894,247 | 15,819 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $2,035,646 | 33,586 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $3,624,688 | 61,425 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $5,105,979 | 88,846 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $5,224,328 | 97,651 | Shares | Defined | 2021-11-09 | |
| 2021-06-30 | $6,960,057 | 103,804 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $23,642,137 | 327,091 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $28,962,792 | 418,719 | Shares | Defined | 2021-02-23 | |
| 2020-09-30 | $27,665,014 | 459,018 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $29,987,603 | 493,867 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $26,553,366 | 536,215 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||