Position in NHI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$31,679,393
-$48,096,435 QoQ
Shares Held
415,413
-57.9% QoQ
Ownership
0.846%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#15
of 305 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in NHI Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026JPMORGAN CHASE & CO holds $6,863,277,059 across 18 REIT - Healthcare Facilities names. NHI ranks #9 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VTR |
Ventas, Inc.
|
43,693,905 | $3,880,018,756 | |
| 2 | WELL |
Welltower Inc.
|
8,588,951 | $1,949,434,197 | |
| 3 | DOC |
Healthpeak Properties, Inc.
|
30,192,317 | $646,115,578 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
1,851,042 | $88,257,677 | |
| 5 | SBRA |
Sabra Health Care REIT, Inc.
|
3,231,743 | $63,051,301 | |
| 6 | CTRE |
CareTrust REIT, Inc.
|
1,515,488 | $61,149,938 | |
| 7 | AHR |
American Healthcare REIT, Inc.
|
779,243 | $40,637,519 | |
| 8 | HR |
Healthcare Realty Trust Inc
|
1,578,423 | $31,836,788 |
All Filings in NHI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,679,393 | 415,413 | Shares | Other | 2026-08-12 | |
| 2026-03-31 | $79,775,828 | 986,592 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $75,357,637 | 986,744 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $128,237,553 | 1,613,051 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $84,388,856 | 1,203,492 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $21,937,376 | 297,013 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $11,236,853 | 162,148 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $12,600,255 | 149,896 | Shares | Defined | 2024-12-26 | |
| 2024-06-30 | $10,742,857 | 158,613 | Shares | Defined | 2024-12-26 | |
| 2024-03-31 | $13,021,076 | 207,243 | Shares | Defined | 2024-12-26 | |
| 2023-12-31 | $11,801,829 | 211,313 | Shares | Defined | 2024-12-26 | |
| 2023-09-30 | $11,053,749 | 215,221 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $12,365,769 | 235,898 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $10,668,700 | 206,838 | Shares | Defined | 2023-05-18 | |
| 2022-12-31 | $10,428,854 | 199,710 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $11,118,149 | 196,677 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $12,101,875 | 199,668 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $15,417,422 | 261,268 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $16,490,038 | 286,933 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $11,874,592 | 221,955 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $19,869,527 | 296,339 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $23,943,326 | 331,258 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $20,983,270 | 303,358 | Shares | Defined | 2021-02-19 | |
| 2020-09-30 | $8,726,371 | 144,788 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $62,473,773 | 1,028,883 | Shares | Defined | 2020-08-11 | |
| 2020-03-31 | $51,979,706 | 1,049,671 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||