Baird Financial Group, Inc.
Position in NHI — National Health Investors Inc
CIK 1648711
MILWAUKEE, WI
Position in NHI
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$448,773
+$20,873 QoQ
Shares Held
5,550
-0.9% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NHI Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Mar 31, 2026Baird Financial Group, Inc. holds $29,094,320 across 9 REIT - Healthcare Facilities names. NHI ranks #7 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VTR |
Ventas, Inc.
|
162,487 | $13,288,185 | |
| 2 | DOC |
Healthpeak Properties, Inc.
|
606,610 | $9,966,601 | |
| 3 | WELL |
Welltower Inc.
|
9,764 | $1,930,440 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
36,507 | $1,599,736 | |
| 5 | AHR |
American Healthcare REIT, Inc.
|
15,332 | $723,056 | |
| 6 | CHCT |
Community Healthcare Trust Inc
|
29,371 | $466,705 | |
| 7 | NHI |
National Health Investors Inc
This page
|
5,550 | $448,773 | |
| 8 | MPT |
Medical Properties Trust Inc
|
80,518 | $372,798 |
All Filings in NHI
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $448,773 | 5,550 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $427,900 | 5,603 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $457,125 | 5,750 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $389,166 | 5,550 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $409,923 | 5,550 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $384,615 | 5,550 | Shares | Defined | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||