Position in NHI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$33,862,715
+$3,145,137 QoQ
Shares Held
444,043
+16.9% QoQ
Ownership
0.904%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#14
of 305 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in NHI Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026MORGAN STANLEY holds $3,875,902,607 across 18 REIT - Healthcare Facilities names. NHI ranks #10 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
9,762,078 | $2,215,698,834 | |
| 2 | VTR |
Ventas, Inc.
|
7,885,794 | $700,258,501 | |
| 3 | DOC |
Healthpeak Properties, Inc.
|
14,189,218 | $303,649,260 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
2,892,204 | $137,900,280 | |
| 5 | AHR |
American Healthcare REIT, Inc.
|
2,378,640 | $124,046,070 | |
| 6 | CTRE |
CareTrust REIT, Inc.
|
2,570,606 | $103,723,945 | |
| 7 | HR |
Healthcare Realty Trust Inc
|
5,014,723 | $101,146,957 | |
| 8 | SBRA |
Sabra Health Care REIT, Inc.
|
2,279,604 | $44,475,069 |
All Filings in NHI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $33,862,715 | 444,043 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $30,717,578 | 379,886 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $18,143,140 | 237,569 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $15,704,667 | 197,543 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $16,620,469 | 237,029 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $16,124,004 | 218,305 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $16,480,438 | 237,813 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $22,284,470 | 265,102 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $13,579,386 | 200,493 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $12,974,642 | 206,504 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $11,551,282 | 206,827 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $10,154,947 | 197,721 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $12,378,613 | 236,143 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $12,768,522 | 247,548 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $11,242,859 | 215,298 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $12,655,536 | 223,873 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $11,348,310 | 187,235 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $9,871,307 | 167,282 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $9,109,336 | 158,506 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $10,243,162 | 191,461 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $12,497,848 | 186,396 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $10,765,815 | 148,946 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $8,607,512 | 124,440 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $3,559,786 | 59,064 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $4,292,538 | 70,694 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $2,860,571 | 57,766 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||