Sound Income Strategies, LLC
Position in NHI — National Health Investors Inc
CIK 1730960
Ft Lauderdale, FL
Position in NHI
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$20,838,592
+$1,219,292 QoQ
Shares Held
257,712
+0.3% QoQ
Ownership
0.532%
of shares outstanding
% of Portfolio
1.40%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in NHI Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Mar 31, 2026Sound Income Strategies, LLC holds $62,367,464 across 15 REIT - Healthcare Facilities names. NHI ranks #2 (33.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CTRE |
CareTrust REIT, Inc.
|
617,798 | $22,642,296 | |
| 2 | NHI |
National Health Investors Inc
This page
|
257,712 | $20,838,592 | |
| 3 | SBRA |
Sabra Health Care REIT, Inc.
|
918,252 | $17,657,985 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
14,212 | $622,769 | |
| 5 | XRN |
Chiron Real Estate Inc.
|
6,513 | $215,450 | |
| 6 | DOC |
Healthpeak Properties, Inc.
|
12,800 | $210,304 | |
| 7 | VTR |
Ventas, Inc.
|
613 | $50,131 | |
| 8 | MPT |
Medical Properties Trust Inc
|
8,968 | $41,521 |
All Filings in NHI
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $20,838,592 | 257,712 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $19,619,300 | 256,898 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $19,180,170 | 241,260 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $16,175,982 | 230,690 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $15,738,236 | 213,082 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $13,106,778 | 189,131 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $14,255,062 | 169,582 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $10,370,749 | 153,119 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $43,604 | 694 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $51,158 | 916 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $35,232 | 686 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $35,960 | 686 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $8,098 | 157 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $9,086 | 174 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $11,419 | 202 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $13,576 | 224 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $13,218 | 224 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $17,988 | 313 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $1,355,904 | 25,344 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $2,455,773 | 36,626 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $1,565,657 | 21,661 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $553,498 | 8,002 | Shares | Sole | 2021-01-11 | |
| No filing history on record for this holder in this stock. | ||||||