Position in NHI
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$668,037
-$60,188 QoQ
Shares Held
8,760
-2.7% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#153
of 301 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in NHI Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026STEPHENS INC /AR/ holds $4,867,017 across 6 REIT - Healthcare Facilities names. NHI ranks #4 (13.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
7,625 | $1,730,646 | |
| 2 | DOC |
Healthpeak Properties, Inc.
|
45,567 | $975,133 | |
| 3 | SBRA |
Sabra Health Care REIT, Inc.
|
40,133 | $782,994 | |
| 4 | NHI |
National Health Investors Inc
This page
|
8,760 | $668,037 | |
| 5 | OHI |
Omega Healthcare Investors Inc
|
9,390 | $447,715 | |
| 6 | VTR |
Ventas, Inc.
|
2,956 | $262,492 |
All Filings in NHI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $668,037 | 8,760 | Shares | Defined | 2026-07-29 | |
| 2026-03-31 | $728,225 | 9,006 | Shares | Defined | 2026-04-28 | |
| 2025-12-31 | $669,994 | 8,773 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $693,081 | 8,718 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $607,379 | 8,662 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $577,585 | 7,820 | Shares | Defined | 2025-05-01 | |
| 2024-12-31 | $561,052 | 8,096 | Shares | Defined | 2025-01-28 | |
| 2024-09-30 | $720,057 | 8,566 | Shares | Defined | 2024-10-28 | |
| 2024-06-30 | $516,170 | 7,621 | Shares | Defined | 2024-08-06 | |
| 2024-03-31 | $475,874 | 7,574 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $357,328 | 6,398 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $325,468 | 6,337 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $329,407 | 6,284 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $321,137 | 6,226 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $333,006 | 6,377 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $363,883 | 6,437 | Shares | Defined | 2022-11-02 | |
| 2022-06-30 | $344,264 | 5,680 | Shares | Defined | 2022-08-03 | |
| 2022-03-31 | $332,226 | 5,630 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $327,521 | 5,699 | Shares | Defined | 2022-03-07 | |
| 2021-09-30 | $328,276 | 6,136 | Shares | Defined | 2021-10-27 | |
| 2021-06-30 | $367,031 | 5,474 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $400,214 | 5,537 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $377,875 | 5,463 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $326,301 | 5,414 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $329,831 | 5,432 | Shares | Defined | 2020-08-24 | |
| 2020-03-31 | $261,019 | 5,271 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||