CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in NHI — National Health Investors Inc
CIK 884546
SAN FRANCISCO, CA
Position in NHI
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$66,789,632
+$4,388,851 QoQ
Shares Held
825,991
+1.1% QoQ
Ownership
1.70%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in NHI Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Mar 31, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $3,413,085,157 across 17 REIT - Healthcare Facilities names. NHI ranks #9 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
8,829,439 | $1,745,668,384 | |
| 2 | VTR |
Ventas, Inc.
|
6,447,367 | $527,265,673 | |
| 3 | OHI |
Omega Healthcare Investors Inc
|
4,616,672 | $202,302,567 | |
| 4 | DOC |
Healthpeak Properties, Inc.
|
11,461,160 | $188,306,858 | |
| 5 | CTRE |
CareTrust REIT, Inc.
|
4,265,114 | $156,316,428 | |
| 6 | AHR |
American Healthcare REIT, Inc.
|
2,982,265 | $140,643,617 | |
| 7 | HR |
Healthcare Realty Trust Inc
|
7,330,756 | $124,549,544 | |
| 8 | SBRA |
Sabra Health Care REIT, Inc.
|
4,773,303 | $91,790,616 |
All Filings in NHI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $66,789,632 | 825,991 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $62,400,781 | 817,085 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $62,846,896 | 790,527 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $54,850,879 | 782,243 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $56,897,164 | 770,338 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $60,764,942 | 876,839 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $71,650,810 | 852,377 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $49,360,337 | 728,781 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $44,969,881 | 715,739 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $39,411,278 | 705,663 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $36,437,249 | 709,448 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $36,433,367 | 695,028 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $34,510,527 | 669,068 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $33,306,177 | 637,805 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $36,006,331 | 636,942 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $38,845,676 | 640,912 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $37,687,090 | 638,656 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $35,174,226 | 612,045 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $32,631,362 | 609,932 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $39,335,016 | 586,652 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $39,735,424 | 549,743 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $36,181,028 | 523,074 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $31,156,576 | 516,950 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $20,575,275 | 338,855 | Shares | Sole | 2020-08-20 | |
| 2020-03-31 | $15,972,428 | 322,545 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||