Position in NHI
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$929,566
+$21,145 QoQ
Shares Held
11,496
-3.4% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in NHI Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Mar 31, 2026CWM, LLC holds $35,145,898 across 17 REIT - Healthcare Facilities names. NHI ranks #7 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
55,856 | $11,043,289 | |
| 2 | VTR |
Ventas, Inc.
|
119,930 | $9,807,875 | |
| 3 | AHR |
American Healthcare REIT, Inc.
|
72,330 | $3,411,082 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
62,883 | $2,755,533 | |
| 5 | HR |
Healthcare Realty Trust Inc
|
127,657 | $2,168,892 | |
| 6 | MPT |
Medical Properties Trust Inc
|
332,963 | $1,541,618 | |
| 7 | NHI |
National Health Investors Inc
This page
|
11,496 | $929,566 | |
| 8 | DOC |
Healthpeak Properties, Inc.
|
44,410 | $729,656 |
All Filings in NHI
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $929,566 | 11,496 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $908,421 | 11,895 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,033,818 | 13,004 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $923,550 | 13,171 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,002,944 | 13,579 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $1,050,102 | 15,153 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,329,913 | 15,821 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $1,140,505 | 16,839 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $1,182,334 | 18,818 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $1,126,382 | 20,168 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $1,121,753 | 21,841 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $1,117,699 | 21,322 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $1,151,832 | 22,331 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $1,137,142 | 21,776 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $1,177,519 | 20,830 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $1,303,115 | 21,500 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $1,314,565 | 22,277 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $1,455,600 | 25,328 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $1,760,531 | 26,257 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $1,897,855 | 26,257 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $1,816,196 | 26,257 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $1,582,509 | 26,257 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $1,594,325 | 26,257 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $1,300,246 | 26,257 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||