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Equibles

LPL Financial LLC

Position in NHI — National Health Investors Inc

CIK 1403438 FORT MILL, SC
Back to NHI Full portfolio

Position in NHI

as of Jun 30, 2026 · filed Aug 7, 2026
Position Value
$2,535,721
+$68,683 QoQ
Shares Held
33,251
+9.0% QoQ
Ownership
0.068%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#86
of 305 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 2% Shared 0% None 98%

Common Shares in NHI Over Time

Shares Held

Position Value (USD)

Position in REIT - Healthcare Facilities

Real Estate · as of Jun 30, 2026

LPL Financial LLC holds $366,788,756 across 17 REIT - Healthcare Facilities names. NHI ranks #10 (0.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 DOC
Healthpeak Properties, Inc.
 5,632,580 $120,537,212
2 WELL
Welltower Inc.
 480,491 $109,057,042
3 AHR
American Healthcare REIT, Inc.
 728,683 $38,000,818
4 OHI
Omega Healthcare Investors Inc
 738,084 $35,191,845
5 VTR
Ventas, Inc.
 266,459 $23,661,559
6 CTRE
CareTrust REIT, Inc.
 265,332 $10,706,146
7
267,235 $8,113,254
8 HR
Healthcare Realty Trust Inc
 322,085 $6,496,454

All Filings in NHI

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,535,721 33,251
2026-03-31 $2,467,038 30,510
2025-12-31 $2,424,747 31,750
2025-09-30 $2,391,360 30,080
2025-06-30 $2,225,398 31,737
2025-03-31 $1,790,957 24,248
2024-12-31 $1,582,950 22,842
2024-09-30 $1,882,355 22,393
2024-06-30 $1,538,757 22,719
2024-03-31 $1,188,806 18,921
2023-12-31 $844,675 15,124
2023-09-30 $579,700 11,287
2023-06-30 $554,446 10,577
2023-03-31 $470,203 9,116
2022-12-31 $479,588 9,184
2022-09-30 $511,879 9,055
2022-06-30 $560,097 9,241
2022-03-31 $538,525 9,126
2021-12-31 $473,667 8,242
2021-09-30 $355,935 6,653
2021-06-30 $797,693 11,897
2021-03-31 $1,323,229 18,307
2020-12-31 $1,074,071 15,528
2020-09-30 $303,158 5,030
2020-06-30 $300,867 4,955
2020-03-31 $272,211 5,497