Beacon Pointe Advisors, LLC
Position in NHI — National Health Investors Inc
CIK 1744317
NEWPORT BEACH, CA
Position in NHI
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$6,786,337
New position
Shares Held
83,927
first reported quarter
Ownership
0.173%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Position in REIT - Healthcare Facilities
Real Estate · as of Mar 31, 2026Beacon Pointe Advisors, LLC holds $21,610,112 across 8 REIT - Healthcare Facilities names. NHI ranks #2 (31.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CTRE |
CareTrust REIT, Inc.
|
249,016 | $9,126,436 | |
| 2 | NHI |
National Health Investors Inc
This page
|
83,927 | $6,786,337 | |
| 3 | WELL |
Welltower Inc.
|
16,405 | $3,243,432 | |
| 4 | VTR |
Ventas, Inc.
|
12,273 | $1,003,685 | |
| 5 | AHR |
American Healthcare REIT, Inc.
|
14,087 | $664,342 | |
| 6 | OHI |
Omega Healthcare Investors Inc
|
9,304 | $407,701 | |
| 7 | DOC |
Healthpeak Properties, Inc.
|
19,350 | $317,920 | |
| 8 | MPT |
Medical Properties Trust Inc
|
13,015 | $60,259 |
All Filings in NHI
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,786,337 | 83,927 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||