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Equibles

Caldwell Trust Co

Bank

Position in NHI — National Health Investors Inc

CIK 2080218 Venice, FL
Back to NHI Full portfolio

Position in NHI

as of Jun 30, 2026 · filed Aug 3, 2026
Position Value
$48,272
-$2,912 QoQ
Shares Held
633
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#240
of 304 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in NHI Over Time

Shares Held

Position Value (USD)

Position in REIT - Healthcare Facilities

Real Estate · as of Jun 30, 2026

Caldwell Trust Co holds $430,868 across 5 REIT - Healthcare Facilities names. NHI ranks #4 (11.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 VTR
Ventas, Inc.
 2,120 $188,256
2 CTRE
CareTrust REIT, Inc.
 2,764 $111,527
3 WELL
Welltower Inc.
 361 $81,936
4 NHI
National Health Investors Inc
This page 		633 $48,272
5 DOC
Healthpeak Properties, Inc.
 41 $877

All Filings in NHI

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $48,272 633
2026-03-31 $51,184 633
2025-12-31 $132,349 1,733
2025-09-30 $137,773 1,733
2025-06-30 $121,517 1,733
2025-03-31 $127,999 1,733
2024-12-31 $76,230 1,100
2024-09-30 $92,466 1,100
2024-06-30 $74,503 1,100
2024-03-31 $69,113 1,100
2023-12-31 $61,435 1,100
2023-09-30 $56,496 1,100
2023-06-30 $57,662 1,100
2023-03-31 $56,738 1,100
2022-12-31 $57,442 1,100
2022-09-30 $62,183 1,100
2022-06-30 $66,671 1,100
2022-03-31 $64,911 1,100
2021-12-31 $63,217 1,100
2021-09-30 $58,850 1,100
2021-06-30 $73,755 1,100
2021-03-31 $79,508 1,100
2020-12-31 $76,087 1,100
2020-09-30 $66,297 1,100
2020-06-30 $66,792 1,100
2020-03-31 $54,472 1,100

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