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Equibles

Wealthspire Retirement, LLC

Pension

Position in NHI — National Health Investors Inc

CIK 2040084 ALISO VIEJO, CA
Back to NHI Full portfolio

Position in NHI

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$1,856,931
-$190,282 QoQ
Shares Held
24,350
-3.8% QoQ
Ownership
0.050%
of shares outstanding
% of Portfolio
0.66%
of 13F equity value
Holder Rank
#98
of 304 holders
Holding Since
Mar 2020
26 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, 2026

Wealthspire Retirement, LLC holds $4,288,273 across 3 REIT - Healthcare Facilities names. NHI ranks #2 (43.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 WELL
Welltower Inc.
 9,965 $2,261,756
2 NHI
National Health Investors Inc
This page 		24,350 $1,856,931
3 MPT
Medical Properties Trust Inc
 36,707 $169,586

All Filings in NHI

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,856,931 24,350
2026-03-31 $2,047,213 25,318
2025-12-31 $1,916,657 25,097
2025-09-30 $1,986,784 24,991
2025-06-30 $1,743,042 24,858
2025-03-31 $1,821,978 24,668
2024-12-31 $1,721,065 24,835
2024-09-30 $2,140,756 25,467
2024-06-30 $1,837,718 27,133
2024-03-31 $1,704,766 27,133
2023-12-31 $1,531,127 27,415
2023-09-30 $1,388,106 27,027
2023-06-30 $1,504,191 28,695
2023-03-31 $1,472,299 28,544
2022-12-31 $1,448,112 27,731
2022-09-30 $1,541,686 27,272
2022-06-30 $1,641,803 27,088
2022-03-31 $1,629,738 27,618
2021-12-31 $1,570,655 27,330
2021-09-30 $1,546,096 28,899
2021-06-30 $1,971,068 29,397
2021-03-31 $2,099,155 29,042
2020-12-31 $1,983,657 28,678
2020-09-30 $1,718,779 28,518
2020-06-30 $1,720,440 28,334
2020-03-31 $1,408,348 28,440

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