Position in NHI
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,225,114
+$441,828 QoQ
Shares Held
29,178
+32.3% QoQ
Ownership
0.059%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#92
of 304 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 8%
Shared 0%
None 92%
Common Shares in NHI Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026NewEdge Wealth, LLC holds $53,852,572 across 6 REIT - Healthcare Facilities names. NHI ranks #3 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
206,164 | $46,793,043 | |
| 2 | VTR |
Ventas, Inc.
|
35,056 | $3,112,972 | |
| 3 | NHI |
National Health Investors Inc
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|
29,178 | $2,225,114 | |
| 4 | DOC |
Healthpeak Properties, Inc.
|
59,766 | $1,278,992 | |
| 5 | XRN |
Chiron Real Estate Inc.
|
6,281 | $235,663 | |
| 6 | OHI |
Omega Healthcare Investors Inc
|
4,337 | $206,788 |
All Filings in NHI
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,225,114 | 29,178 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,783,286 | 22,054 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,132,032 | 14,823 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,053,613 | 13,253 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $765,920 | 10,923 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $305,706 | 4,139 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $255,093 | 3,681 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||