MARTINGALE ASSET MANAGEMENT L P

Position in NHI — National Health Investors Inc

CIK 936944 BOSTON, MA

Position in NHI

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$1,816,970

+$1,039,259 QoQ

Shares Held

23,826

+147.7% QoQ

Ownership

0.049%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#99

of 304 holders

Holding Since

Mar 2020

13 quarters on record

Voting authority Sole 94% Shared 0% None 6%

Real Estate · as of Jun 30, 2026

MARTINGALE ASSET MANAGEMENT L P holds $9,416,048 across 6 REIT - Healthcare Facilities names. NHI ranks #3 (19.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LTC	Ltc Properties Inc	69,956	$2,689,808
2	CTRE	CareTrust REIT, Inc.	66,504	$2,683,436
3	NHI	National Health Investors Inc This page	23,826	$1,816,970
4	UHT	Universal Health Realty Income Trust	32,619	$1,430,669
5	CHCT	Community Healthcare Trust Inc	29,742	$543,683
6	WELL	Welltower Inc.	1,108	$251,482

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,816,970	23,826	+147.7%	Shares	Sole	2026-08-13
2026-03-31	$777,711	9,618	0.0%	Shares	Sole	2026-05-13
2025-12-31	$734,526	9,618	0.0%	Shares	Sole	2026-02-13
2025-09-30	$764,631	9,618	-0.2%	Shares	Sole	2025-11-13
2025-06-30	$675,816	9,638	-23.2%	Shares	Sole	2025-08-11
2025-03-31	$926,794	12,548	-36.8%	Shares	Sole	2025-05-14
2024-12-31	$1,375,466	19,848	-13.1%	Shares	Sole	2025-02-13
2024-09-30	$1,920,602	22,848	+189.0%	Shares	Sole	2024-11-14
2021-03-31	$571,517	7,907	-25.5%	Shares	Sole	2021-05-13
2020-12-31	$733,686	10,607	-1.8%	Shares	Sole	2021-02-10
2020-09-30	$650,916	10,800	-44.9%	Shares	Sole	2020-11-12
2020-06-30	$1,190,233	19,602	-75.1%	Shares	Sole	2020-08-10
2020-03-31	$3,902,473	78,806	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.