MARTINGALE ASSET MANAGEMENT L P

Position in NHI — National Health Investors Inc

CIK 936944 BOSTON, MA

Position in NHI

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$777,711

+$43,185 QoQ

Shares Held

9,618

0.0% QoQ

Ownership

0.020%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

12 quarters on record

Voting authority Sole 85.44395924308587.ToString("F0")% Shared 0.ToString("F0")% None 14.556040756914118.ToString("F0")%

Real Estate · as of Mar 31, 2026

MARTINGALE ASSET MANAGEMENT L P holds $8,667,506 across 7 REIT - Healthcare Facilities names. NHI ranks #6 (9.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CTRE	CareTrust REIT, Inc.	66,503	$2,437,334
2	LTC	Ltc Properties Inc	63,448	$2,357,727
3	UHT	Universal Health Realty Income Trust	25,918	$1,048,901
4	DHC	Diversified Healthcare Trust	147,946	$982,361
5	CHCT	Community Healthcare Trust Inc	53,141	$844,410
6	NHI	National Health Investors Inc This page	9,618	$777,711
7	WELL	Welltower Inc.	1,108	$219,062

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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.