Titelia

Fund shareholders of National Health Investors Inc

ISIN US63633D1046 · United States · LEI 549300ZPKZIG6DKDEC02

Fund shareholders
262
Of which ETFs
70 192 other funds
Value held
≈ 1.5B $ 1.5B $ · 111.2K € · 14.7M SEK
Share of capital
40.6 % of 49.1M shares on Aug 3, 2026
FundSharesValueWeight in fundShare of capital
iShares Core S&P Small-Cap ETF iShares Trust 2,880,051219.6M $0.20 %5.86 %as of Jun 30, 2026 ↗
VANGUARD REAL ESTATE INDEX FUND VANGUARD SPECIALIZED FUNDS 1,750,854134.2M $0.18 %3.57 %as of Jul 31, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 1,459,676111.3M $0.00 %2.97 %as of Jun 30, 2026 ↗
iShares Russell 2000 ETF iShares Trust 1,247,63195.1M $0.11 %2.54 %as of Jun 30, 2026 ↗
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 1,057,14780.6M $0.04 %2.15 %as of Jun 30, 2026 ↗
Real Estate Securities Fund Principal Funds, Inc 840,08564.4M $0.92 %1.71 %as of Jul 31, 2026 ↗
VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS 668,96751M $0.08 %1.36 %as of Jun 30, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 554,65442.3M $0.04 %1.13 %as of Jun 30, 2026 ↗
Nomura Small Cap Value Fund Delaware Group Equity Funds V 548,85440.2M $1.16 %1.12 %as of May 29, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 534,97241M $0.12 %1.09 %as of Jul 31, 2026 ↗
BNY Mellon Global Infrastructure Income ETF BNY Mellon ETF Trust 523,37640.1M $3.06 %1.07 %as of Jul 31, 2026 ↗
iShares Russell 2000 Value ETF iShares Trust 459,30535M $0.24 %0.94 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF SPDR SERIES TRUST 445,00033.9M $0.20 %0.91 %as of Jun 30, 2026 ↗
Schwab U.S. REIT ETF SCHWAB STRATEGIC TRUST 337,24224.7M $0.25 %0.69 %as of May 31, 2026 ↗
VANGUARD REAL ESTATE II INDEX FUND VANGUARD FIXED INCOME SECURITIES FUNDS 307,32023.6M $0.21 %0.63 %as of Jul 31, 2026 ↗
Nomura VIP Small Cap Value Series Delaware VIP Trust 284,80021.7M $1.15 %0.58 %as of Jun 30, 2026 ↗
iShares S&P Small-Cap 600 Growth ETF iShares Trust 257,73019.7M $0.24 %0.52 %as of Jun 30, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 247,73418.2M $0.04 %0.50 %as of May 31, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 241,51817.7M $0.10 %0.49 %as of May 31, 2026 ↗
DFA REAL ESTATE SECURITIES PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 240,60918.4M $0.26 %0.49 %as of Jul 31, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 228,82816.8M $0.07 %0.47 %as of May 31, 2026 ↗
VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS 226,81517.3M $0.15 %0.46 %as of Jun 30, 2026 ↗
iShares Core U.S. REIT ETF iShares Trust 178,01013.6M $0.29 %0.36 %as of Jul 31, 2026 ↗
DFA Global Real Estate Securities Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 170,36813.1M $0.17 %0.35 %as of Jul 31, 2026 ↗
Global X SuperDividend U.S. ETF GLOBAL X FUNDS 168,92412.9M $1.65 %0.34 %as of Jul 31, 2026 ↗
State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF SPDR SERIES TRUST 165,10012.6M $0.24 %0.34 %as of Jun 30, 2026 ↗
iShares S&P Small-Cap 600 Value ETF iShares Trust 164,63312.6M $0.16 %0.34 %as of Jun 30, 2026 ↗
WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust 134,35010.2M $0.47 %0.27 %as of Jun 30, 2026 ↗
iShares Global REIT ETF iShares Trust 129,6499.9M $0.19 %0.26 %as of Jul 31, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 117,7699M $0.12 %0.24 %as of Jul 31, 2026 ↗
State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF SPDR SERIES TRUST 100,9007.7M $0.16 %0.21 %as of Jun 30, 2026 ↗
Fidelity Real Estate Index Fund Fidelity Salem Street Trust 92,3007.1M $0.22 %0.19 %as of Jul 31, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 91,9526.7M $0.00 %0.19 %as of May 31, 2026 ↗
Dimensional Global Real Estate ETF Dimensional ETF Trust 89,4456.9M $0.18 %0.18 %as of Jul 31, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 89,3426.8M $0.11 %0.18 %as of Jun 30, 2026 ↗
AMG GW&K Small Cap Core Fund AMG Funds 88,5856.8M $0.87 %0.18 %as of Jun 30, 2026 ↗
iShares Residential and Multisector Real Estate ETF iShares Trust 85,0816.5M $0.74 %0.17 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) Dow Jones(R) REIT ETF SPDR SERIES TRUST 83,9776.4M $0.35 %0.17 %as of Jun 30, 2026 ↗
JNL Small Cap Index Fund JNL Series Trust 76,0025.8M $0.20 %0.15 %as of Jun 30, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 73,3405.4M $0.00 %0.15 %as of May 31, 2026 ↗
Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST 69,7025.1M $0.06 %0.14 %as of May 31, 2026 ↗
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 68,4555.2M $0.24 %0.14 %as of Jun 30, 2026 ↗
Dimensional US Real Estate ETF Dimensional ETF Trust 65,4275M $0.28 %0.13 %as of Jul 31, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 63,8234.9M $0.01 %0.13 %as of Jun 30, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 62,7184.8M $0.12 %0.13 %as of Jul 31, 2026 ↗
iShares FTSE NAREIT All Equity REIT Index Fund BlackRock Funds 60,4224.6M $0.23 %0.12 %as of Jul 31, 2026 ↗
Empower Real Estate Index Fund EMPOWER FUNDS, INC. 56,4304.3M $0.30 %0.11 %as of Jun 30, 2026 ↗
JPMorgan BetaBuilders MSCI US REIT ETF J.P. Morgan Exchange-Traded Fund Trust 53,9264M $0.32 %0.11 %as of May 31, 2026 ↗
PGIM Global Real Estate Fund Prudential Investment Portfolios 12 53,1574.1M $0.36 %0.11 %as of Jul 31, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 53,0704M $0.11 %0.11 %as of Jun 30, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 47,5363.6M $0.01 %0.10 %as of Jul 31, 2026 ↗
SBH SMALL CAP VALUE FUND Segall Bryant & Hamill Trust 45,7023.5M $0.78 %0.09 %as of Jun 30, 2026 ↗
Fidelity MSCI Real Estate Index ETF FIDELITY COVINGTON TRUST 44,3393.4M $0.23 %0.09 %as of Jul 31, 2026 ↗
Real Estate Portfolio PACIFIC SELECT FUND 42,7603.3M $0.94 %0.09 %as of Jun 30, 2026 ↗
PSF Small-Cap Stock Index Portfolio Prudential Series Fund 39,4003M $0.19 %0.08 %as of Jun 30, 2026 ↗
Fidelity Small-Mid Multifactor ETF Fidelity Covington Trust 38,9313M $0.12 %0.08 %as of Jul 31, 2026 ↗
Real Estate Securities Account Principal Variable Contract Funds, Inc 36,6372.8M $0.94 %0.07 %as of Jun 30, 2026 ↗
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 36,5492.8M $0.00 %0.07 %as of Jul 31, 2026 ↗
State Street(R) SPDR(R) Dow Jones(R) Global Real Estate ETF SPDR INDEX SHARES FUNDS 35,7632.7M $0.22 %0.07 %as of Jun 30, 2026 ↗
SmallCap S&P 600 Index Fund Principal Funds, Inc 35,7112.7M $0.20 %0.07 %as of Jul 31, 2026 ↗
LVIP State Street Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 34,3342.6M $0.12 %0.07 %as of Jun 30, 2026 ↗
REAL ESTATE INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 34,0452.6M $0.22 %0.07 %as of Jun 30, 2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 33,6772.6M $0.09 %0.07 %as of Jul 31, 2026 ↗
Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. 33,6552.6M $0.20 %0.07 %as of Jun 30, 2026 ↗
Multi-Asset Diversified Income Index Fund First Trust Exchange-Traded Fund VI 31,8402.4M $0.58 %0.06 %as of Jun 30, 2026 ↗
THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 31,8362.4M $0.20 %0.06 %as of Jun 30, 2026 ↗
Principal U.S. Small-Cap ETF Principal Exchange-Traded Funds 30,9802.4M $0.10 %0.06 %as of Jun 30, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 28,8282.2M $0.12 %0.06 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 28,6522.1M $0.17 %0.06 %as of May 31, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 28,0232.1M $0.00 %0.06 %as of Jul 31, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 27,6812M $0.00 %0.06 %as of May 31, 2026 ↗
Small Cap Value Fund Northern Funds 26,6342M $0.29 %0.05 %as of Jun 30, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 26,4842M $0.01 %0.05 %as of Jul 31, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 24,9611.9M $0.00 %0.05 %as of Jun 30, 2026 ↗
Small Cap Index Fund Northern Funds 24,5601.9M $0.11 %0.05 %as of Jun 30, 2026 ↗
LVIP Nomura U.S. REIT Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 24,5491.9M $0.48 %0.05 %as of Jun 30, 2026 ↗
FlexShares Global Quality Real Estate Index Fund FlexShares Trust 24,1801.9M $0.44 %0.05 %as of Jul 31, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 23,2711.8M $0.12 %0.05 %as of Jul 31, 2026 ↗
BNY Mellon Smallcap Stock Index Fund BNY MELLON INDEX FUNDS, INC. 22,7211.7M $0.21 %0.05 %as of Jul 31, 2026 ↗
First Trust Small Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 22,5791.7M $0.13 %0.05 %as of Jul 31, 2026 ↗
Avantis Real Estate ETF American Century ETF Trust 22,1431.6M $0.20 %0.05 %as of May 31, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 21,7121.7M $0.00 %0.04 %as of Jun 30, 2026 ↗
Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 21,2781.6M $0.55 %0.04 %as of May 31, 2026 ↗
Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST 20,6091.6M $0.07 %0.04 %as of Jul 31, 2026 ↗
JPMorgan Diversified Return U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 20,5671.6M $0.27 %0.04 %as of Jul 31, 2026 ↗
iShares U.S. Small-Cap Equity Factor ETF iShares Trust 20,3181.6M $0.04 %0.04 %as of Jul 31, 2026 ↗
First Trust BuyWrite Income ETF First Trust Exchange-Traded Fund VI 19,7041.5M $0.06 %0.04 %as of Jun 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 18,7881.4M $0.10 %0.04 %as of May 31, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 17,9331.4M $0.05 %0.04 %as of Jul 31, 2026 ↗
Global Real Estate Index Fund Northern Funds 17,5491.3M $0.16 %0.04 %as of Jun 30, 2026 ↗
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 17,4501.3M $0.06 %0.04 %as of Jun 30, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 16,6451.3M $0.04 %0.03 %as of Jun 30, 2026 ↗
Variable Portfolio - Partners Small Cap Value Fund Columbia Funds Variable Series Trust II 16,6301.3M $0.29 %0.03 %as of Jun 30, 2026 ↗
Index 600 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 16,3181.2M $0.20 %0.03 %as of Jun 30, 2026 ↗
Small Cap Stock Index Portfolio BNY MELLON INVESTMENT PORTFOLIOS 16,1031.2M $0.20 %0.03 %as of Jun 30, 2026 ↗
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 16,0301.2M $0.11 %0.03 %as of Jun 30, 2026 ↗
PGIM Real Estate Income Fund Prudential Investment Portfolios 9 15,8291.2M $1.99 %0.03 %as of Jul 31, 2026 ↗
iShares MSCI USA Small-Cap Min Vol Factor ETF iShares Trust 15,7911.2M $0.42 %0.03 %as of Jul 31, 2026 ↗
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 14,9791.1M $0.10 %0.03 %as of Jun 30, 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 Yorkville America Investment Trust 5.66 %as of Jun 30, 2026 ↗
BNY Mellon Global Infrastructure Income ETF BNY Mellon ETF Trust 3.06 %as of Jul 31, 2026 ↗
PGIM Real Estate Income Fund Prudential Investment Portfolios 9 1.99 %as of Jul 31, 2026 ↗
Global X SuperDividend U.S. ETF GLOBAL X FUNDS 1.65 %as of Jul 31, 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 1.23 %as of Jun 30, 2026 ↗
Nomura Small Cap Value Fund Delaware Group Equity Funds V 1.16 %as of May 29, 2026 ↗
Nomura VIP Small Cap Value Series Delaware VIP Trust 1.15 %as of Jun 30, 2026 ↗
Corgi Longevity Consumer ETF Corgi ETF Trust I 1.00 %as of Jun 30, 2026 ↗
Climate Global Climate Resilient REIT Index ETF Exchange Listed Funds Trust 1.00 %as of May 31, 2026 ↗

Quarter after quarter

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

QuarterShareholdersChangeSharesChange
2026Q3258+1419,896,122+33.8 %
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
BlackRock, Inc. 17.60 %8,523,688as of Jun 30, 2026 · SCHEDULE 13G
STATE STREET CORPORATION 5.60 %2,735,937as of Jun 30, 2026 · SCHEDULE 13G

Funds holding the debt of National Health Investors Inc

87 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 Fund129.7M $as of Jun 30, 2026
PIMCO Long Duration Credit Bond Portfolio210.5M $as of Jun 30, 2026
VANGUARD TOTAL BOND MARKET II INDEX FUND17.7M $as of Jun 30, 2026
VANGUARD TOTAL BOND MARKET INDEX FUND17.6M $as of Jun 30, 2026
Thompson Bond Fund17.4M $as of May 31, 2026
VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND16.8M $as of May 31, 2026
PIMCO Total Return Fund16.3M $as of Jun 30, 2026
VOYA INTERMEDIATE BOND FUND16.1M $as of Jun 30, 2026
VANGUARD INTERMEDIATE-TERM INVESTMENT-GRADE FUND14.9M $as of Jul 31, 2026
Strategic Advisers Fidelity Core Income Fund13.7M $as of May 31, 2026
Guggenheim Total Return Bond Fund13.5M $as of Jun 30, 2026
State Street(R) SPDR(R) Portfolio Intermediate Term Corporate Bond ETF23.1M $as of Jun 30, 2026
iShares Core U.S. Aggregate Bond ETF23.1M $as of May 31, 2026
VANGUARD SHORT-TERM BOND INDEX FUND12.7M $as of Jun 30, 2026
iShares iBonds Dec 2031 Term Corporate ETF12.1M $as of Jul 31, 2026
Schwab 5-10 Year Corporate Bond ETF12M $as of Jun 30, 2026
Multi-Manager Total Return Bond Strategies Fund12M $as of May 31, 2026
iShares 1-5 Year Investment Grade Corporate Bond ETF12M $as of May 31, 2026
JNL/PPM America Total Return Fund11.8M $as of Jun 30, 2026
Fidelity Corporate Bond Fund11.8M $as of May 31, 2026
iShares 5-10 Year Investment Grade Corporate Bond ETF11.7M $as of May 31, 2026
PIMCO Sector Fund Series - I11.7M $as of Jun 30, 2026
Nuveen Bond Index Fund21.4M $as of Jun 30, 2026
Multi-Sector Bond Portfolio11.4M $as of Jun 30, 2026
PIMCO Investment Grade Credit Bond Fund11.4M $as of Jun 30, 2026
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Titelia. "Fund shareholders of National Health Investors Inc". https://titelia.com/en/stocks/national-health-investors-inc-US63633D1046