Skip to main content
Equibles

TRUIST FINANCIAL CORP

Position in NHI — National Health Investors Inc

CIK 92230 CHARLOTTE, NC
Back to NHI Full portfolio

Position in NHI

as of Jun 30, 2026 · filed Jul 28, 2026
Position Value
$2,810,790
-$129,117 QoQ
Shares Held
36,858
+1.4% QoQ
Ownership
0.075%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#85
of 305 holders
Holding Since
Mar 2020
21 quarters on record
Voting authority Sole 1% Shared 0% None 99%

Common Shares in NHI Over Time

Shares Held

Position Value (USD)

Position in REIT - Healthcare Facilities

Real Estate · as of Jun 30, 2026

TRUIST FINANCIAL CORP holds $32,795,469 across 7 REIT - Healthcare Facilities names. NHI ranks #4 (8.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 WELL
Welltower Inc.
 65,454 $14,856,093
2 DOC
Healthpeak Properties, Inc.
 335,041 $7,169,876
3 VTR
Ventas, Inc.
 43,371 $3,851,344
4 NHI
National Health Investors Inc
This page 		36,858 $2,810,790
5 AHR
American Healthcare REIT, Inc.
 40,936 $2,134,811
6 OHI
Omega Healthcare Investors Inc
 25,554 $1,218,414
7 CTRE
CareTrust REIT, Inc.
 18,690 $754,141

All Filings in NHI

Export CSV
21 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,810,790 36,858
2026-03-31 $2,939,907 36,358
2025-12-31 $2,767,113 36,233
2025-09-30 $2,879,490 36,220
2025-06-30 $2,540,797 36,235
2025-03-31 $2,674,691 36,213
2024-12-31 $2,511,084 36,235
2024-09-30 $3,047,510 36,254
2024-06-30 $2,575,838 38,031
2024-03-31 $2,277,649 36,251
2023-12-31 $2,023,557 36,232
2023-09-30 $1,434,227 27,925
2023-06-30 $1,468,755 28,019
2023-03-31 $1,443,311 27,982
2022-12-31 $2,429,743 46,529
2022-09-30 $505,490 8,942
2021-03-31 $658,180 9,106
2020-12-31 $764,811 11,057
2020-09-30 $461,485 7,657
2020-06-30 $1,625,351 26,768
2020-03-31 $1,315,795 26,571