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
The U.S. Equity Portfolio HC Capital Trust 68655.5K $0.00 %0.00 %as of Mar 31, 2026 ↗
LVIP JPMorgan Small Cap Core Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 67454.5K $0.03 %0.00 %as of Mar 31, 2026 ↗
SmallCap Growth Fund I Principal Funds, Inc 65950.7K $0.00 %0.00 %as of Apr 30, 2026 ↗
SIMT Multi-Asset Inflation Managed Fund SEI INSTITUTIONAL MANAGED TRUST 63151K $0.01 %0.00 %as of Mar 31, 2026 ↗
SIIT MULTI-ASSET REAL RETURN FUND SEI INSTITUTIONAL INVESTMENTS TRUST 54345.7K $0.01 %0.00 %as of Feb 28, 2026 ↗
ULTRA SMALL CAP PROFUND ProFunds 53140.8K $0.07 %0.00 %as of Apr 30, 2026 ↗
Small Company Value Portfolio Wilshire Mutual Funds Inc 52342.3K $0.19 %0.00 %as of Mar 31, 2026 ↗
Multimanager Aggressive Equity Portfolio EQ Advisors Trust 50040.4K $0.00 %0.00 %as of Mar 31, 2026 ↗
Nuveen Life Stock Index Fund TIAA-CREF Life Funds 46037.2K $0.00 %0.00 %as of Mar 31, 2026 ↗
VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO Voya Investors Trust 44235.7K $0.01 %0.00 %as of Mar 31, 2026 ↗
Victory Cornerstone Aggressive Fund Victory Portfolios III 42635.8K $0.01 %0.00 %as of Feb 28, 2026 ↗
THRIVENT MODERATELY AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 41733.7K $0.00 %0.00 %as of Mar 31, 2026 ↗
Fidelity Flex Small Cap Focused Index Fund Fidelity Salem Street Trust 36728.2K $0.18 %0.00 %as of Apr 30, 2026 ↗
1290 Loomis Sayles Multi-Asset Income Fund 1290 Funds 35727.5K $0.03 %0.00 %as of Apr 30, 2026 ↗
THRIVENT MODERATE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 34527.9K $0.00 %0.00 %as of Mar 31, 2026 ↗
EQ/Common Stock Index Portfolio EQ Advisors Trust 30024.3K $0.00 %0.00 %as of Mar 31, 2026 ↗
iShares Environmentally Aware Real Estate ETF iShares Trust 28822.2K $0.16 %0.00 %as of Apr 30, 2026 ↗
THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds 28722.1K $0.00 %0.00 %as of Apr 30, 2026 ↗
State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST 26221.2K $0.00 %0.00 %as of Mar 31, 2026 ↗
SA Franklin Tactical Opportunities Portfolio SUNAMERICA SERIES TRUST 26120.1K $0.02 %0.00 %as of Apr 30, 2026 ↗
Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III 24618.9K $0.01 %0.00 %as of Apr 30, 2026 ↗
Russell 2000 2x Strategy Fund Rydex Dynamic Funds 23018.6K $0.03 %0.00 %as of Mar 31, 2026 ↗
THRIVENT AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds 21516.5K $0.00 %0.00 %as of Apr 30, 2026 ↗
Putnam Dynamic Asset Allocation Conservative Fund Putnam Asset Allocation Funds 21117.1K $0.00 %0.00 %as of Mar 31, 2026 ↗
THRIVENT AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 18114.6K $0.00 %0.00 %as of Mar 31, 2026 ↗
PROFUND VP ULTRA SMALL CAP ProFunds 15712.7K $0.08 %0.00 %as of Mar 31, 2026 ↗
SA Multi-Managed Small Cap Portfolio SEASONS SERIES TRUST 14812K $0.01 %0.00 %as of Mar 31, 2026 ↗
THRIVENT MODERATE ALLOCATION FUND Thrivent Mutual Funds 13910.7K $0.00 %0.00 %as of Apr 30, 2026 ↗
THRIVENT GLOBAL STOCK FUND Thrivent Mutual Funds 1259.6K $0.00 %0.00 %as of Apr 30, 2026 ↗
Putnam Multi-Asset Income Fund Putnam Asset Allocation Funds 12210.3K $0.00 %0.00 %as of Feb 28, 2026 ↗
PROFUND VP SMALL CAP ProFunds 1199.6K $0.08 %0.00 %as of Mar 31, 2026 ↗
THRIVENT MODERATELY CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 1189.5K $0.00 %0.00 %as of Mar 31, 2026 ↗
Russell 2000 Fund Rydex Series Funds 1068.6K $0.07 %0.00 %as of Mar 31, 2026 ↗
SA Franklin Allocation Moderately Aggressive Portfolio SEASONS SERIES TRUST 1058.5K $0.00 %0.00 %as of Mar 31, 2026 ↗
THRIVENT GLOBAL STOCK PORTFOLIO Thrivent Series Fund, Inc. 1038.3K $0.00 %0.00 %as of Mar 31, 2026 ↗
SMALL-CAP PROFUND ProFunds 866.6K $0.08 %0.00 %as of Apr 30, 2026 ↗
Innovator U.S. Small Cap Managed 10 Buffer ETF Innovator ETFs Trust 786K $0.08 %0.00 %as of Apr 30, 2026 ↗
Putnam VT Global Asset Allocation Fund Putnam Variable Trust 665.3K $0.01 %0.00 %as of Mar 31, 2026 ↗
Columbia Research Enhanced Small Cap ETF Columbia ETF Trust I 655.3K $0.17 %0.00 %as of Mar 31, 2026 ↗
Russell 2000 1.5x Strategy Fund Rydex Series Funds 645.2K $0.09 %0.00 %as of Mar 31, 2026 ↗
ProShares Hedge Replication ETF ProShares Trust 484K $0.02 %0.00 %as of Feb 28, 2026 ↗
E*TRADE No Fee Total Market Index Fund E Trade Trust 241.8K $0.00 %0.00 %as of Apr 30, 2026 ↗
THRIVENT MODERATELY CONSERVATIVE ALLOCATION FUND Thrivent Mutual Funds 201.5K $0.00 %0.00 %as of Apr 30, 2026 ↗
ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust 151.3K $0.11 %0.00 %as of Feb 28, 2026 ↗
Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust 12970.3 $0.04 %0.00 %as of Mar 31, 2026 ↗
AMMUS GESTIO, SICAV, S.A. URQUIJO GESTION, S.A., S.G.I.I.C., SOCIEDAD UNIPERSONAL 68.9K €1.46 %as of Dec 31, 2025 ↗
GOOD VALUE SICAV SA GESIURIS ASSET MANAGEMENT, SGIIC, S.A. 28K €0.34 %as of Dec 31, 2025 ↗
ALCESTIS INVESTMENT, SICAV, S.A. A&G FONDOS, SGIIC, SA 14.3K €0.02 %as of Dec 31, 2025 ↗

Download this table: CSV, JSON

Report an error

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