Position in NHI
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$2,939,907
+$172,794 QoQ
Shares Held
36,358
+0.3% QoQ
Ownership
0.075%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
20 quarters on record
Voting authority
Sole 0.9461466527311734.ToString("F0")%
Shared 0.ToString("F0")%
None 99.05385334726883.ToString("F0")%
Common Shares in NHI Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Mar 31, 2026TRUIST FINANCIAL CORP holds $26,529,620 across 8 REIT - Healthcare Facilities names. NHI ranks #3 (11.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
65,089 | $12,868,744 | |
| 2 | DOC |
Healthpeak Properties, Inc.
|
341,398 | $5,609,168 | |
| 3 | NHI |
National Health Investors Inc
This page
|
36,358 | $2,939,907 | |
| 4 | VTR |
Ventas, Inc.
|
22,816 | $1,865,892 | |
| 5 | AHR |
American Healthcare REIT, Inc.
|
34,027 | $1,604,712 | |
| 6 | OHI |
Omega Healthcare Investors Inc
|
22,906 | $1,003,740 | |
| 7 | CTRE |
CareTrust REIT, Inc.
|
15,757 | $577,494 | |
| 8 | MPT |
Medical Properties Trust Inc
|
12,951 | $59,963 |
All Filings in NHI
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,939,907 | 36,358 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $2,767,113 | 36,233 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $2,879,490 | 36,220 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $2,540,797 | 36,235 | Shares | Defined | 2025-07-18 | |
| 2025-03-31 | $2,674,691 | 36,213 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $2,511,084 | 36,235 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $3,047,510 | 36,254 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $2,575,838 | 38,031 | Shares | Defined | 2024-08-21 | |
| 2024-03-31 | $2,277,649 | 36,251 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $2,023,557 | 36,232 | Shares | Defined | 2024-02-02 | |
| 2023-09-30 | $1,434,227 | 27,925 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $1,468,755 | 28,019 | Shares | Defined | 2023-08-01 | |
| 2023-03-31 | $1,443,311 | 27,982 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $2,429,743 | 46,529 | Shares | Defined | 2023-02-17 | |
| 2022-09-30 | $505,490 | 8,942 | Shares | Defined | 2022-10-26 | |
| 2021-03-31 | $658,180 | 9,106 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $764,811 | 11,057 | Shares | Defined | 2021-11-19 | |
| 2020-09-30 | $461,485 | 7,657 | Shares | Defined | 2021-11-05 | |
| 2020-06-30 | $1,625,351 | 26,768 | Shares | Defined | 2021-11-16 | |
| 2020-03-31 | $1,315,795 | 26,571 | Shares | Defined | 2021-11-05 | |
| No filing history on record for this holder in this stock. | ||||||