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Funds Holding National Health Investors Inc
Every registered fund lists what it holds each quarter. These are the ones reporting a position in National Health Investors Inc, ordered by how much of each fund the position represents rather than by its size.
Institutional holders of NHI →Funds holding
67
as of 2026-07-31
Reported value
$456.8M
summed across funds
Fund families
32
named trusts
Largest conviction
3.06%
of a single fund
Largest share of a fund
A small position that is a large part of its fund says more than a large one that is a rounding error.
| Fund | Of the fund |
|---|---|
| BNY Mellon Global Infrastructure Income ETFBNY Mellon ETF Trust523.4K sh$40.1M | 3.06% |
| PGIM Real Estate Income FundPrudential Investment Portfolios 915.8K sh$1.2M | 1.99% |
| Global X SuperDividend U.S. ETFGLOBAL X FUNDS168.9K sh$12.9M | 1.65% |
| Real Estate Securities FundPrincipal Funds, Inc840.1K sh$64.4M | 0.92% |
| FlexShares Global Quality Real Estate Index FundFlexShares Trust24.2K sh$1.9M | 0.44% |
| iShares MSCI USA Small-Cap Min Vol Factor ETFiShares Trust15.8K sh$1.2M | 0.42% |
| PGIM Global Real Estate FundPrudential Investment Portfolios 1253.2K sh$4.1M | 0.36% |
| iShares Core U.S. REIT ETFiShares Trust178K sh$13.6M | 0.29% |
| Dimensional US Real Estate ETFDimensional ETF Trust65.4K sh$5M | 0.28% |
| JPMorgan Diversified Return U.S. Small Cap Equity ETFJ.P. Morgan Exchange-Traded Fund Trust20.6K sh$1.6M | 0.27% |
| DFA REAL ESTATE SECURITIES PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC240.6K sh$18.4M | 0.26% |
| SMALL-CAP GROWTH PROFUNDProFunds281 sh$21.5K | 0.26% |
| iShares FTSE NAREIT All Equity REIT Index FundBlackRock Funds60.4K sh$4.6M | 0.23% |
| Fidelity MSCI Real Estate Index ETFFIDELITY COVINGTON TRUST44.3K sh$3.4M | 0.23% |
| Fidelity SAI Real Estate Index FundFidelity Salem Street Trust6.1K sh$464.7K | 0.22% |
| Fidelity Real Estate Index FundFidelity Salem Street Trust92.3K sh$7.1M | 0.22% |
| VANGUARD REAL ESTATE II INDEX FUNDVANGUARD FIXED INCOME SECURITIES FUNDS307.3K sh$23.6M | 0.21% |
| BNY Mellon Smallcap Stock Index FundBNY MELLON INDEX FUNDS, INC.22.7K sh$1.7M | 0.21% |
| SmallCap S&P 600 Index FundPrincipal Funds, Inc35.7K sh$2.7M | 0.20% |
| iShares Global REIT ETFiShares Trust129.6K sh$9.9M | 0.19% |
| Hartford Multifactor Small Cap ETFLattice Strategies Trust1.5K sh$113.8K | 0.19% |
| VANGUARD REAL ESTATE INDEX FUNDVANGUARD SPECIALIZED FUNDS1.8M sh$134.2M | 0.18% |
| Fidelity Flex Small Cap Focused Index FundFidelity Salem Street Trust425 sh$32.6K | 0.18% |
| Dimensional Global Real Estate ETFDimensional ETF Trust89.4K sh$6.9M | 0.18% |
| iShares Developed Real Estate Index FundBlackRock Funds7.2K sh$548.7K | 0.17% |
| DFA Global Real Estate Securities PortfolioDFA INVESTMENT DIMENSIONS GROUP INC170.4K sh$13.1M | 0.17% |
| BNY Mellon US Small Cap Core Equity ETFBNY Mellon ETF Trust1.8K sh$136.7K | 0.16% |
| iShares Environmentally Aware Real Estate ETFiShares Trust288 sh$22.1K | 0.16% |
| SMALL-CAP VALUE PROFUNDProFunds159 sh$12.2K | 0.15% |
| Fidelity Flex Small Cap Index FundFidelity Salem Street Trust7.6K sh$580.1K | 0.14% |
| JPMorgan BetaBuilders U.S. Small Cap Equity ETFJ.P. Morgan Exchange-Traded Fund Trust12.1K sh$928.6K | 0.13% |
| Fidelity Small Cap Index FundFidelity Salem Street Trust535K sh$41M | 0.12% |
| Global X Russell 2000 ETFGLOBAL X FUNDS23.3K sh$1.8M | 0.12% |
| Schwab Small-Cap Index FundSCHWAB CAPITAL TRUST117.8K sh$9M | 0.12% |
| SA Small Cap Index PortfolioSUNAMERICA SERIES TRUST5.5K sh$421.3K | 0.12% |
| Fidelity Small-Mid Multifactor ETFFidelity Covington Trust38.9K sh$3M | 0.12% |
| Nuveen Small Cap Blend Index FundTIAA-CREF Funds62.7K sh$4.8M | 0.12% |
| Innovator U.S. Small Cap Managed Floor ETFInnovator ETFs Trust1.1K sh$88.1K | 0.10% |
| Invesco RAFI US 1500 Small-Mid ETFInvesco Exchange-Traded Fund Trust33.7K sh$2.6M | 0.09% |
| Victory Small Cap Stock FundVictory Portfolios III10.5K sh$808K | 0.08% |
| ULTRA SMALL CAP PROFUNDProFunds626 sh$48K | 0.08% |
| Wilmington Real Asset FundWilmington Funds4.3K sh$327.7K | 0.07% |
| iShares Morningstar Small-Cap Value ETFiShares Trust6.2K sh$473.7K | 0.07% |
| Schwab Fundamental U.S. Small Company Index FundSCHWAB CAPITAL TRUST20.6K sh$1.6M | 0.07% |
| iShares Morningstar Small-Cap ETFiShares Trust2K sh$151.2K | 0.05% |
| Fidelity ZERO Extended Market Index FundFidelity Concord Street Trust17.9K sh$1.4M | 0.05% |
| Victory Extended Market Index FundVictory Portfolios III5.5K sh$419.2K | 0.05% |
| iShares Russell Small/Mid-Cap Index FundBlackRock Funds8.5K sh$648.8K | 0.05% |
| iShares Morningstar Small-Cap Growth ETFiShares Trust5.5K sh$420.6K | 0.04% |
| SMALL-CAP PROFUNDProFunds41 sh$3.1K | 0.04% |
| iShares U.S. Small-Cap Equity Factor ETFiShares Trust20.3K sh$1.6M | 0.04% |
| Tax-Managed Real Assets FundRUSSELL INVESTMENT CO5.8K sh$442.3K | 0.03% |
| SmallCap Value Fund IIPrincipal Funds, Inc3.2K sh$246.9K | 0.02% |
| SA Franklin Tactical Opportunities PortfolioSUNAMERICA SERIES TRUST238 sh$18.2K | 0.02% |
| Nuveen Equity Index FundTIAA-CREF Funds47.5K sh$3.6M | 0.01% |
| Knights of Columbus U.S. ALL CAP INDEX FUNDADVISORS' INNER CIRCLE III265 sh$20.3K | 0.01% |
| Fidelity ZERO Total Market Index FundFidelity Concord Street Trust26.5K sh$2M | 0.01% |
| Schwab Total Stock Market Index FundSCHWAB CAPITAL TRUST28K sh$2.1M | 0.00% |
| iShares Total U.S. Stock Market Index FundBlackRock Funds2.9K sh$219.6K | 0.00% |
| FlexShares Morningstar US Market Factor Tilt Index FundFlexShares Trust1K sh$76.8K | 0.00% |
| VANGUARD TOTAL WORLD STOCK INDEX FUNDVANGUARD INTERNATIONAL EQUITY INDEX FUNDS36.5K sh$2.8M | 0.00% |
| E*TRADE No Fee Total Market Index FundE Trade Trust24 sh$1.8K | 0.00% |
| THRIVENT AGGRESSIVE ALLOCATION FUNDThrivent Mutual Funds215 sh$16.5K | 0.00% |
| THRIVENT GLOBAL STOCK FUNDThrivent Mutual Funds125 sh$9.6K | 0.00% |
| THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUNDThrivent Mutual Funds287 sh$22K | 0.00% |
| THRIVENT MODERATE ALLOCATION FUNDThrivent Mutual Funds139 sh$10.7K | 0.00% |
| THRIVENT MODERATELY CONSERVATIVE ALLOCATION FUNDThrivent Mutual Funds20 sh$1.5K | 0.00% |
Source: quarterly NPORT-P filings, via EDGAR. Positions arrive by CUSIP; each one here has been confirmed against OpenFIGI rather than matched by name. NPORT covers mutual funds, ETFs and closed-end funds alike and does not distinguish them, and positions are as of quarter end — a fund may have sold out entirely since. The summed value counts each filing once, so two share classes of the same fund appear twice.
More on NHI
Company overviewEverything on NHI in one place, with the price.SEC filingsWhat NHI's 8-Ks say happened: results, departures, auditor changes.Insider tradingWhat NHI's own officers and directors buy and sell.Who owns itEvery manager reporting a position in NHI.LobbyingWhat NHI spends lobbying Congress, and on what.Who lobbies for itThe lobbyists on NHI's account, and who they worked for.Federal contractsWhat federal agencies pay NHI.PatentsWhat NHI is filing at the patent office.