Position in NHI
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$2,467,038
+$42,291 QoQ
Shares Held
30,510
-3.9% QoQ
Ownership
0.063%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 2.0321206161914125.ToString("F0")%
Shared 0.ToString("F0")%
None 97.9678793838086.ToString("F0")%
Common Shares in NHI Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Mar 31, 2026LPL Financial LLC holds $288,974,194 across 15 REIT - Healthcare Facilities names. NHI ranks #10 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
451,343 | $89,235,024 | |
| 2 | DOC |
Healthpeak Properties, Inc.
|
5,398,936 | $88,704,518 | |
| 3 | AHR |
American Healthcare REIT, Inc.
|
681,980 | $32,162,176 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
690,920 | $30,276,114 | |
| 5 | VTR |
Ventas, Inc.
|
209,926 | $17,167,748 | |
| 6 | SILA |
Sila Realty Trust, Inc.
|
311,433 | $7,374,733 | |
| 7 | CTRE |
CareTrust REIT, Inc.
|
177,614 | $6,509,553 | |
| 8 | HR |
Healthcare Realty Trust Inc
|
322,821 | $5,484,728 |
All Filings in NHI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,467,038 | 30,510 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,424,747 | 31,750 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $2,391,360 | 30,080 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,225,398 | 31,737 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,790,957 | 24,248 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,582,950 | 22,842 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,882,355 | 22,393 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,538,757 | 22,719 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $1,188,806 | 18,921 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $844,675 | 15,124 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $579,700 | 11,287 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $554,446 | 10,577 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $470,203 | 9,116 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $479,588 | 9,184 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $511,879 | 9,055 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $560,097 | 9,241 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $538,525 | 9,126 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $473,667 | 8,242 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $355,935 | 6,653 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $797,693 | 11,897 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,323,229 | 18,307 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,074,071 | 15,528 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $303,158 | 5,030 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $300,867 | 4,955 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $272,211 | 5,497 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||