Position in NHI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$30,216,421
+$19,895,938 QoQ
Shares Held
396,229
+210.4% QoQ
Ownership
0.807%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#16
of 298 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in NHI Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026UBS Group AG holds $858,137,308 across 18 REIT - Healthcare Facilities names. NHI ranks #7 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
1,596,229 | $362,296,093 | |
| 2 | VTR |
Ventas, Inc.
|
1,643,978 | $145,985,245 | |
| 3 | OHI |
Omega Healthcare Investors Inc
|
2,253,738 | $107,458,226 | |
| 4 | AHR |
American Healthcare REIT, Inc.
|
1,363,059 | $71,083,525 | |
| 5 | HR |
Healthcare Realty Trust Inc
|
1,763,546 | $35,570,721 | |
| 6 | CTRE |
CareTrust REIT, Inc.
|
818,940 | $33,044,227 | |
| 7 | NHI |
National Health Investors Inc
This page
|
396,229 | $30,216,421 | |
| 8 | DOC |
Healthpeak Properties, Inc.
|
1,302,948 | $27,883,086 |
All Filings in NHI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,216,421 | 396,229 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $10,320,483 | 127,634 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $15,084,448 | 197,518 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $15,147,452 | 190,534 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $13,101,430 | 186,843 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $14,790,538 | 200,251 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $7,118,287 | 102,717 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $8,533,182 | 101,513 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $4,135,526 | 61,059 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $5,131,137 | 81,667 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $4,815,050 | 86,214 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $3,324,788 | 64,735 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $4,798,315 | 91,536 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $1,753,718 | 34,000 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $3,913,522 | 74,943 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $4,051,843 | 71,676 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $5,034,387 | 83,062 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $5,609,608 | 95,062 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $5,870,329 | 102,146 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $6,591,520 | 123,206 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $5,160,905 | 76,971 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $7,050,985 | 97,551 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $6,417,454 | 92,778 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $6,109,147 | 101,363 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $4,224,836 | 69,579 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $4,985,573 | 100,678 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||