Position in NHI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,151,754
+$177,715 QoQ
Shares Held
15,103
+25.4% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#115
of 298 holders
Holding Since
Dec 2022
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NHI Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026NewEdge Advisors, LLC holds $72,494,348 across 10 REIT - Healthcare Facilities names. NHI ranks #7 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
238,162 | $54,055,629 | |
| 2 | OHI |
Omega Healthcare Investors Inc
|
150,813 | $7,190,763 | |
| 3 | DOC |
Healthpeak Properties, Inc.
|
146,336 | $3,131,590 | |
| 4 | AHR |
American Healthcare REIT, Inc.
|
37,799 | $1,971,217 | |
| 5 | CTRE |
CareTrust REIT, Inc.
|
37,934 | $1,530,636 | |
| 6 | SBRA |
Sabra Health Care REIT, Inc.
|
71,128 | $1,387,707 | |
| 7 | NHI |
National Health Investors Inc
This page
|
15,103 | $1,151,754 | |
| 8 | HR |
Healthcare Realty Trust Inc
|
50,704 | $1,022,699 |
All Filings in NHI
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,151,754 | 15,103 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $974,039 | 12,046 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $779,126 | 10,202 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $383,349 | 4,822 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $144,096 | 2,055 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $114,187 | 1,546 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $83,229 | 1,201 | Shares | Sole | 2025-02-13 | |
| 2022-12-31 | $417 | 8 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||