CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in NHI — National Health Investors Inc
CIK 884546
SAN FRANCISCO, CA
Position in NHI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$67,133,279
+$343,647 QoQ
Shares Held
880,321
+6.6% QoQ
Ownership
1.79%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#9
of 305 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, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $4,087,627,373 across 18 REIT - Healthcare Facilities names. NHI ranks #9 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
9,394,281 | $2,132,219,958 | |
| 2 | VTR |
Ventas, Inc.
|
6,942,709 | $616,512,558 | |
| 3 | DOC |
Healthpeak Properties, Inc.
|
11,940,893 | $255,535,110 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
4,818,440 | $229,743,218 | |
| 5 | CTRE |
CareTrust REIT, Inc.
|
4,682,918 | $188,955,741 | |
| 6 | AHR |
American Healthcare REIT, Inc.
|
2,963,670 | $154,555,390 | |
| 7 | HR |
Healthcare Realty Trust Inc
|
7,440,510 | $150,075,086 | |
| 8 | SBRA |
Sabra Health Care REIT, Inc.
|
4,840,401 | $94,436,223 |
All Filings in NHI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $67,133,279 | 880,321 | Shares | Sole | 2026-08-14 | |
| 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. | ||||||