Titelia

Fund shareholders of National Health Investors Inc

ISIN US63633D1046 · United States · LEI 549300ZPKZIG6DKDEC02

Fund shareholders
248
Of which ETFs
58 190 other funds
Value held
1.2B $ 111.2K € · 14.7M SEK
Share of capital
30.3 % of 49.1M shares on Aug 3, 2026
FundSharesValueWeight in fundShare of capital
VANGUARD REAL ESTATE INDEX FUND VANGUARD SPECIALIZED FUNDS 1,768,674136M $0.19 %3.60 %as of Apr 30, 2026
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 1,473,760119.2M $0.01 %3.00 %as of Mar 31, 2026
iShares Russell 2000 ETF iShares Trust 1,155,06093.4M $0.13 %2.35 %as of Mar 31, 2026
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 1,059,76585.7M $0.05 %2.16 %as of Mar 31, 2026
Real Estate Securities Fund Principal Funds, Inc 821,31663.2M $0.94 %1.67 %as of Apr 30, 2026
VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS 675,02554.6M $0.09 %1.37 %as of Mar 31, 2026
Nomura Small Cap Value Fund Delaware Group Equity Funds V 574,95448.3M $1.33 %1.17 %as of Feb 27, 2026
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 531,13542.9M $0.05 %1.08 %as of Mar 31, 2026
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 467,80836M $0.11 %0.95 %as of Apr 30, 2026
Schwab U.S. REIT ETF SCHWAB STRATEGIC TRUST 329,75227.7M $0.28 %0.67 %as of Feb 28, 2026
VANGUARD REAL ESTATE II INDEX FUND VANGUARD FIXED INCOME SECURITIES FUNDS 313,57024.1M $0.23 %0.64 %as of Apr 30, 2026
iShares Russell 2000 Value ETF iShares Trust 312,36725.3M $0.20 %0.64 %as of Mar 31, 2026
Nomura VIP Small Cap Value Series Delaware VIP Trust 285,00023M $1.33 %0.58 %as of Mar 31, 2026
DFA REAL ESTATE SECURITIES PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 261,16820.1M $0.29 %0.53 %as of Apr 30, 2026
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 250,14921M $0.05 %0.51 %as of Feb 28, 2026
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 232,95919.6M $0.13 %0.47 %as of Feb 28, 2026
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 230,66319.4M $0.09 %0.47 %as of Feb 28, 2026
DFA Global Real Estate Securities Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 177,91913.7M $0.18 %0.36 %as of Apr 30, 2026
Global X SuperDividend U.S. ETF GLOBAL X FUNDS 163,50112.6M $1.68 %0.33 %as of Apr 30, 2026
iShares Core U.S. REIT ETF iShares Trust 151,41511.6M $0.31 %0.31 %as of Apr 30, 2026
WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust 132,40910.7M $0.55 %0.27 %as of Mar 31, 2026
PGIM Global Real Estate Fund Prudential Investment Portfolios 12 132,14410.2M $0.96 %0.27 %as of Apr 30, 2026
iShares Global REIT ETF iShares Trust 124,3679.6M $0.20 %0.25 %as of Apr 30, 2026
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 102,9497.9M $0.11 %0.21 %as of Apr 30, 2026
Fidelity Real Estate Index Fund Fidelity Salem Street Trust 91,8407.1M $0.22 %0.19 %as of Apr 30, 2026
AMG GW&K Small Cap Core Fund AMG Funds 91,5777.4M $1.10 %0.19 %as of Mar 31, 2026
Fidelity Total Market Index Fund Fidelity Concord Street Trust 88,8857.5M $0.01 %0.18 %as of Feb 28, 2026
iShares Russell 2000 Growth ETF iShares Trust 87,4297.1M $0.06 %0.18 %as of Mar 31, 2026
State Street(R) SPDR(R) Dow Jones(R) REIT ETF SPDR SERIES TRUST 86,0737M $0.41 %0.18 %as of Mar 31, 2026
iShares Residential and Multisector Real Estate ETF iShares Trust 85,4346.9M $0.88 %0.17 %as of Mar 31, 2026
Dimensional Global Real Estate ETF Dimensional ETF Trust 83,8646.4M $0.18 %0.17 %as of Apr 30, 2026
Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST 80,4806.8M $0.07 %0.16 %as of Feb 28, 2026
PGIM US Real Estate Fund Prudential Investment Portfolios 12 76,4596.2M $2.21 %0.16 %as of Mar 31, 2026
Master Small Cap Index Series Quantitative Master Series LLC 76,2936.2M $0.13 %0.16 %as of Mar 31, 2026
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 71,6886M $0.01 %0.15 %as of Feb 28, 2026
Dimensional US Real Estate ETF Dimensional ETF Trust 63,8334.9M $0.29 %0.13 %as of Apr 30, 2026
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 62,1915M $0.01 %0.13 %as of Mar 31, 2026
iShares FTSE NAREIT All Equity REIT Index Fund BlackRock Funds 60,4044.6M $0.24 %0.12 %as of Apr 30, 2026
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 55,0524.2M $0.11 %0.11 %as of Apr 30, 2026
Empower Real Estate Index Fund EMPOWER FUNDS, INC. 54,4674.4M $0.34 %0.11 %as of Mar 31, 2026
Small Cap Value Fund Northern Funds 49,6954M $0.65 %0.10 %as of Mar 31, 2026
JPMorgan BetaBuilders MSCI US REIT ETF J.P. Morgan Exchange-Traded Fund Trust 49,5724.2M $0.37 %0.10 %as of Feb 28, 2026
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 49,3454M $0.12 %0.10 %as of Mar 31, 2026
Nuveen Equity Index Fund TIAA-CREF Funds 47,5363.7M $0.01 %0.10 %as of Apr 30, 2026
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 45,4653.7M $0.20 %0.09 %as of Mar 31, 2026
Fidelity MSCI Real Estate Index ETF FIDELITY COVINGTON TRUST 44,7533.4M $0.24 %0.09 %as of Apr 30, 2026
Real Estate Portfolio PACIFIC SELECT FUND 42,9703.5M $1.09 %0.09 %as of Mar 31, 2026
Goldman Sachs Multi-Manager Real Assets Strategy Fund Goldman Sachs Trust II 41,7983.2M $0.22 %0.09 %as of Apr 30, 2026
AST Multi-Asset Diversified Plus Portfolio Advanced Series Trust 41,3983.3M $0.16 %0.08 %as of Mar 31, 2026
AST Multi-Asset Diversified Portfolio Advanced Series Trust 38,4633.1M $0.06 %0.08 %as of Mar 31, 2026
Fidelity Small-Mid Multifactor ETF Fidelity Covington Trust 38,0022.9M $0.12 %0.08 %as of Apr 30, 2026
REAL ESTATE INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 35,0862.8M $0.26 %0.07 %as of Mar 31, 2026
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 35,0292.7M $0.09 %0.07 %as of Apr 30, 2026
State Street(R) SPDR(R) Dow Jones(R) Global Real Estate ETF SPDR INDEX SHARES FUNDS 34,6722.8M $0.25 %0.07 %as of Mar 31, 2026
Real Estate Securities Account Principal Variable Contract Funds, Inc 34,4392.8M $1.06 %0.07 %as of Mar 31, 2026
PGIM Select Real Estate Fund Prudential Investment Portfolios 9 33,4622.6M $1.06 %0.07 %as of Apr 30, 2026
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 33,3442.6M $0.00 %0.07 %as of Apr 30, 2026
LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 31,0342.5M $0.13 %0.06 %as of Mar 31, 2026
First Trust Small Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 28,8842.2M $0.21 %0.06 %as of Apr 30, 2026
Principal U.S. Small-Cap ETF Principal Exchange-Traded Funds 28,7382.3M $0.13 %0.06 %as of Mar 31, 2026
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 28,0232.2M $0.01 %0.06 %as of Apr 30, 2026
First Trust BuyWrite Income ETF First Trust Exchange-Traded Fund VI 27,7052.2M $0.11 %0.06 %as of Mar 31, 2026
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 27,6812.3M $0.01 %0.06 %as of Feb 28, 2026
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 26,8012.3M $0.20 %0.05 %as of Feb 28, 2026
EQ/Small Company Index Portfolio EQ Advisors Trust 26,0282.1M $0.13 %0.05 %as of Mar 31, 2026
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 25,9672.1M $0.00 %0.05 %as of Mar 31, 2026
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 24,6241.9M $0.01 %0.05 %as of Apr 30, 2026
LVIP Nomura U.S. REIT Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 24,5492M $0.56 %0.05 %as of Mar 31, 2026
Multi-Asset Diversified Income Index Fund First Trust Exchange-Traded Fund VI 24,3342M $0.50 %0.05 %as of Mar 31, 2026
PIMCO All Asset: Multi-Real Fund PIMCO Funds 24,1151.9M $0.09 %0.05 %as of Mar 31, 2026
PGIM Real Estate Income Fund Prudential Investment Portfolios 9 23,7711.8M $3.04 %0.05 %as of Apr 30, 2026
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 21,8751.8M $0.01 %0.04 %as of Mar 31, 2026
FlexShares Global Quality Real Estate Index Fund FlexShares Trust 21,7771.7M $0.44 %0.04 %as of Apr 30, 2026
Small Cap Index Fund Northern Funds 21,6841.8M $0.13 %0.04 %as of Mar 31, 2026
Dunham Real Estate Stock Fund Dunham Funds 20,8141.6M $2.23 %0.04 %as of Apr 30, 2026
Avantis Real Estate ETF American Century ETF Trust 20,4071.7M $0.22 %0.04 %as of Feb 28, 2026
Global X Russell 2000 ETF GLOBAL X FUNDS 20,3441.6M $0.11 %0.04 %as of Apr 30, 2026
JPMorgan Diversified Return U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 19,3231.5M $0.25 %0.04 %as of Apr 30, 2026
Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB 19,05114.7M SEK0.05 %0.04 %as of Mar 31, 2026
Small Cap Index Fund VALIC Co I 18,8251.6M $0.13 %0.04 %as of Feb 28, 2026
Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST 18,4621.4M $0.06 %0.04 %as of Apr 30, 2026
iShares U.S. Small-Cap Equity Factor ETF iShares Trust 18,3311.4M $0.04 %0.04 %as of Apr 30, 2026
SIIT SMALL/MID CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST 17,2501.5M $0.16 %0.04 %as of Feb 28, 2026
JPMorgan BetaBuilders U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 17,2151.3M $0.18 %0.04 %as of Apr 30, 2026
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 16,9111.3M $0.05 %0.03 %as of Apr 30, 2026
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 16,3451.3M $0.05 %0.03 %as of Mar 31, 2026
iShares MSCI USA Small-Cap Min Vol Factor ETF iShares Trust 15,9371.2M $0.43 %0.03 %as of Apr 30, 2026
Global Real Estate Index Fund Northern Funds 15,7581.3M $0.19 %0.03 %as of Mar 31, 2026
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 15,5501.3M $0.07 %0.03 %as of Mar 31, 2026
LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 14,9041.2M $0.13 %0.03 %as of Mar 31, 2026
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 14,7721.2M $0.12 %0.03 %as of Mar 31, 2026
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 14,0401.1M $0.12 %0.03 %as of Mar 31, 2026
JPMorgan Small Cap Value Fund JPMorgan Trust II 13,6981.1M $0.10 %0.03 %as of Mar 31, 2026
John Hancock Multifactor Small Cap ETF John Hancock Exchange-Traded Fund Trust 13,5681.1M $0.16 %0.03 %as of Mar 31, 2026
Small-Cap Index Portfolio PACIFIC SELECT FUND 12,214987.6K $0.13 %0.02 %as of Mar 31, 2026
iShares Russell 3000 ETF iShares Trust 11,515931.1K $0.01 %0.02 %as of Mar 31, 2026
Victory Small Cap Stock Fund Victory Portfolios III 10,541810.7K $0.09 %0.02 %as of Apr 30, 2026
VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND 10,088848.1K $0.01 %0.02 %as of Feb 28, 2026
VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 9,766821K $0.06 %0.02 %as of Feb 28, 2026
State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF SPDR SERIES TRUST 9,443763.6K $0.28 %0.02 %as of Mar 31, 2026

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
Truth Social American Red State REITs ETF Truth Social Funds 4.54 %as of Mar 31, 2026
PGIM Real Estate Income Fund Prudential Investment Portfolios 9 3.04 %as of Apr 30, 2026
Dunham Real Estate Stock Fund Dunham Funds 2.23 %as of Apr 30, 2026
PGIM US Real Estate Fund Prudential Investment Portfolios 12 2.21 %as of Mar 31, 2026
Global X SuperDividend U.S. ETF GLOBAL X FUNDS 1.68 %as of Apr 30, 2026
AMMUS GESTIO, SICAV, S.A. URQUIJO GESTION, S.A., S.G.I.I.C., SOCIEDAD UNIPERSONAL 1.46 %as of Dec 31, 2025
Principal Real Estate Active Opportunities ETF Principal Exchange-Traded Funds 1.42 %as of Mar 31, 2026
Nomura VIP Small Cap Value Series Delaware VIP Trust 1.33 %as of Mar 31, 2026
Nomura Small Cap Value Fund Delaware Group Equity Funds V 1.33 %as of Feb 27, 2026
Cambria Global Real Estate ETF Cambria ETF Trust 1.15 %as of Apr 30, 2026

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q2244+314,865,715+2.0 %
2026Q1241014,577,645-1.0 %
2025Q4241+1614,726,034-1.0 %
2025Q3225+314,877,812+0.8 %
2025Q2222+714,763,125+1.6 %
2025Q1215-714,525,922-3.2 %
2024Q4222+1615,007,730+6.2 %
2024Q3206+1014,127,653+2.0 %
2024Q2196+813,845,112+18.2 %
2024Q1188-1111,711,209-17.6 %
2023Q419914,212,360

Institutional managers

308 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
BlackRock, Inc.4,806,857388.7M $as of Mar 31, 2026
STATE STREET CORP1,974,390161.4M $as of Mar 31, 2026
PRINCIPAL FINANCIAL GROUP INC1,700,908137.5M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC1,311,240106M $as of Mar 31, 2026
PRUDENTIAL FINANCIAL INC1,137,18392M $as of Mar 31, 2026
BANK OF AMERICA CORP /DE/992,80280.3M $as of Mar 31, 2026
JPMORGAN CHASE & CO986,59281.3M $as of Mar 31, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.897,30272.6M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC825,99166.8M $as of Mar 31, 2026
MILLENNIUM MANAGEMENT LLC761,99361.6M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP686,24955.5M $as of Mar 31, 2026
Land & Buildings Investment Management, LLC587,24747.5M $as of Mar 31, 2026
NORTHERN TRUST CORP562,84745.5M $as of Mar 31, 2026
M Holdings Securities, Inc.531,17943K $as of Mar 31, 2026
Bank of New York Mellon Corp514,73141.6M $as of Mar 31, 2026
CENTERSQUARE INVESTMENT MANAGEMENT LLC463,53237.5M $as of Mar 31, 2026
Qube Research & Technologies Ltd429,54734.7M $as of Mar 31, 2026
TWO SIGMA INVESTMENTS, LP420,07434M $as of Mar 31, 2026
MORGAN STANLEY379,88630.7M $as of Mar 31, 2026
GW&K Investment Management, LLC335,03627.1K $as of Mar 31, 2026
BOWEN HANES & CO INC260,00021M $as of Mar 31, 2026
Freestone Grove Partners LP258,02320.9M $as of Mar 31, 2026
Sound Income Strategies, LLC257,71221.1M $as of Mar 31, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP254,38920.6M $as of Mar 31, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC236,30819.1M $as of Mar 31, 2026

Declared shareholders of National Health Investors Inc

There are 2 beneficial ownership filings. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

ShareholderDeclared stakeShares
Vanguard Portfolio Management 8.60 %4,165,449as of Mar 31, 2026 · SCHEDULE 13G
Vanguard Capital Management 5.11 %2,475,671as of Mar 31, 2026 · SCHEDULE 13G

Funds holding the debt of National Health Investors Inc

85 funds declare 100 bond lines of this company. The table shows the 25 largest holdings. The amount is the one the fund files. It is not a share of the debt, because no regulator publishes the amount outstanding in open access.

FundBond linesValue
PIMCO Multisector Bond Active Exchange-Traded Fund127.8M $as of Mar 31, 2026
PIMCO Long Duration Credit Bond Portfolio210.4M $as of Mar 31, 2026
VANGUARD TOTAL BOND MARKET II INDEX FUND17.7M $as of Mar 31, 2026
Thompson Bond Fund17.5M $as of Feb 28, 2026
VANGUARD TOTAL BOND MARKET INDEX FUND17.5M $as of Mar 31, 2026
PIMCO Total Return Fund16.3M $as of Mar 31, 2026
VANGUARD INTERMEDIATE-TERM BOND INDEX FUND16.3M $as of Mar 31, 2026
VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND25.8M $as of Feb 28, 2026
VANGUARD INTERMEDIATE-TERM INVESTMENT-GRADE FUND15M $as of Apr 30, 2026
Strategic Advisers Fidelity Core Income Fund13.8M $as of Feb 28, 2026
Guggenheim Total Return Bond Fund13.5M $as of Mar 31, 2026
iShares Core U.S. Aggregate Bond ETF23.1M $as of Feb 28, 2026
VANGUARD SHORT-TERM BOND INDEX FUND12.7M $as of Mar 31, 2026
PIMCO Investment Grade Credit Bond Portfolio12.3M $as of Mar 31, 2026
iShares iBonds Dec 2031 Term Corporate ETF12.2M $as of Apr 30, 2026
State Street(R) SPDR(R) Portfolio Intermediate Term Corporate Bond ETF22.2M $as of Mar 31, 2026
Fidelity Corporate Bond Fund11.9M $as of Feb 28, 2026
JNL/PPM America Total Return Fund11.8M $as of Mar 31, 2026
Schwab 5-10 Year Corporate Bond ETF11.7M $as of Mar 31, 2026
PIMCO Sector Fund Series - I11.7M $as of Mar 31, 2026
iShares 5-10 Year Investment Grade Corporate Bond ETF11.6M $as of Feb 28, 2026
Nuveen Bond Index Fund21.4M $as of Mar 31, 2026
Multi-Sector Bond Portfolio11.4M $as of Mar 31, 2026
PIMCO Investment Grade Credit Bond Fund11.4M $as of Mar 31, 2026
Fidelity SAI Enhanced Core Bond Fund11.3M $as of Feb 28, 2026
Cite this page

Titelia. "Fund shareholders of National Health Investors Inc". https://titelia.com/en/stocks/national-health-investors-inc-US63633D1046