Position in NHI
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$3,113,270
+$139,959 QoQ
Shares Held
38,502
-1.1% QoQ
Ownership
0.079%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
19 quarters on record
Voting authority
Sole 95.66516025141551.ToString("F0")%
Shared 0.ToString("F0")%
None 4.334839748584489.ToString("F0")%
Common Shares in NHI Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Mar 31, 2026FRANKLIN RESOURCES INC holds $315,129,739 across 13 REIT - Healthcare Facilities names. NHI ranks #8 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
480,374 | $94,974,738 | |
| 2 | VTR |
Ventas, Inc.
|
1,061,665 | $86,822,959 | |
| 3 | DOC |
Healthpeak Properties, Inc.
|
4,510,533 | $74,108,051 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
608,538 | $26,666,131 | |
| 5 | CTRE |
CareTrust REIT, Inc.
|
210,125 | $7,701,077 | |
| 6 | AHR |
American Healthcare REIT, Inc.
|
159,317 | $7,513,388 | |
| 7 | SBRA |
Sabra Health Care REIT, Inc.
|
390,431 | $7,507,985 | |
| 8 | NHI |
National Health Investors Inc
This page
|
38,502 | $3,113,270 |
All Filings in NHI
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,113,270 | 38,502 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $2,973,311 | 38,933 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $4,077,475 | 51,289 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $3,361,831 | 47,944 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $3,357,895 | 45,463 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $3,149,961 | 45,454 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $4,131,799 | 49,153 | Shares | Defined | 2024-11-27 | |
| 2024-06-30 | $3,893,389 | 57,484 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $3,056,614 | 48,649 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $1,685,887 | 30,186 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $1,549,119 | 30,162 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $1,680,060 | 32,050 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $2,222,581 | 43,090 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $1,957,988 | 37,495 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $1,462,204 | 25,866 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,225,897 | 20,226 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $1,403,197 | 23,779 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $1,410,140 | 24,537 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $1,351,195 | 25,256 | Shares | Defined | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||