Beacon Pointe Advisors, LLC
Position in NHI — National Health Investors Inc
CIK 1744317
NEWPORT BEACH, CA
Position in NHI
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$8,542,340
+$1,756,003 QoQ
Shares Held
112,016
+33.5% QoQ
Ownership
0.228%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#40
of 304 holders
Holding Since
Mar 2026
2 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, 2026Beacon Pointe Advisors, LLC holds $28,855,993 across 8 REIT - Healthcare Facilities names. NHI ranks #2 (29.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CTRE |
CareTrust REIT, Inc.
|
296,160 | $11,950,056 | |
| 2 | NHI |
National Health Investors Inc
This page
|
112,016 | $8,542,340 | |
| 3 | WELL |
Welltower Inc.
|
20,305 | $4,608,625 | |
| 4 | VTR |
Ventas, Inc.
|
19,275 | $1,711,620 | |
| 5 | AHR |
American Healthcare REIT, Inc.
|
13,654 | $712,056 | |
| 6 | OHI |
Omega Healthcare Investors Inc
|
13,326 | $635,383 | |
| 7 | SBRA |
Sabra Health Care REIT, Inc.
|
20,841 | $406,607 | |
| 8 | DOC |
Healthpeak Properties, Inc.
|
13,519 | $289,306 |
All Filings in NHI
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,542,340 | 112,016 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $6,786,337 | 83,927 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||