Position in NHI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$51,531,853
-$3,958,239 QoQ
Shares Held
675,739
-1.5% QoQ
Ownership
1.38%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#11
of 305 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 93%
Shared 7%
None 0%
Common Shares in NHI Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $3,639,138,158 across 17 REIT - Healthcare Facilities names. NHI ranks #9 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
8,479,319 | $1,924,551,031 | |
| 2 | VTR |
Ventas, Inc.
|
7,393,600 | $656,551,679 | |
| 3 | DOC |
Healthpeak Properties, Inc.
|
10,728,418 | $229,588,142 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
4,418,159 | $210,657,819 | |
| 5 | AHR |
American Healthcare REIT, Inc.
|
2,838,622 | $148,034,135 | |
| 6 | CTRE |
CareTrust REIT, Inc.
|
3,408,439 | $137,530,511 | |
| 7 | HR |
Healthcare Realty Trust Inc
|
5,037,379 | $101,603,932 | |
| 8 | SBRA |
Sabra Health Care REIT, Inc.
|
3,659,815 | $71,402,988 |
All Filings in NHI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $51,531,853 | 675,739 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $55,490,092 | 686,249 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $51,021,649 | 668,085 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $51,923,595 | 653,127 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $44,246,559 | 631,012 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $46,850,726 | 634,318 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $43,965,998 | 634,430 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $51,595,942 | 613,799 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $41,178,212 | 607,976 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $38,414,197 | 611,399 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $33,750,656 | 604,309 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $31,717,417 | 617,551 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $31,944,850 | 609,402 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $31,172,731 | 604,357 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $31,742,290 | 607,857 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $34,769,454 | 615,062 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $37,064,164 | 611,519 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $36,124,328 | 612,173 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $36,510,518 | 635,297 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $35,369,064 | 661,104 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $44,323,603 | 661,053 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $47,035,848 | 650,745 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $45,397,931 | 656,324 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $40,272,956 | 668,209 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $41,924,184 | 690,451 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $33,815,425 | 682,864 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||