As of the latest SEC filings, NATIONAL HEALTH INVESTORS INC (NHI) is held by 246 institutional funds. The largest fund shareholder is VANGUARD REAL ESTATE INDEX FUND (VGSLX), holding an estimated $136,028,717.34 in market value, representing 0.19% of its portfolio.
Funds holding NATIONAL HEALTH INVESTORS INC (NHI)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- NHI
- CIK:
- 0000877860
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
VGSLX
VANGUARD REAL ESTATE INDEX FUND
|
ETF | Vanguard | 0.19% | $136,028,717.34 | 1,768,674 | Apr 30, 2026 | Jun 26, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.01% | $119,168,233.60 | 1,473,760 | Mar 31, 2026 | May 28, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.13% | $93,398,151.60 | 1,155,060 | Mar 31, 2026 | May 28, 2026 |
|
NAESX
VANGUARD SMALL-CAP INDEX FUND
|
ETF | Vanguard | 0.05% | $85,692,597.90 | 1,059,765 | Mar 31, 2026 | May 28, 2026 |
|
PRETX
Real Estate Securities Fund
|
MF | Independent / Boutique | 0.94% | $63,167,413.56 | 821,316 | Apr 30, 2026 | Jun 25, 2026 |
|
VISVX
VANGUARD SMALL-CAP VALUE INDEX FUND
|
ETF | Vanguard | 0.09% | $54,582,521.50 | 675,025 | Mar 31, 2026 | May 28, 2026 |
|
DEVIX
Nomura Small Cap Value Fund
|
MF | Independent / Boutique | 1.33% | $48,336,382.78 | 574,954 | Feb 27, 2026 | Apr 23, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.05% | $42,947,576.10 | 531,135 | Mar 31, 2026 | May 28, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.11% | $35,979,113.28 | 467,808 | Apr 30, 2026 | Jun 26, 2026 |
|
SCHH
Schwab U.S. REIT ETF
|
ETF | Charles Schwab | 0.28% | $27,722,250.64 | 329,752 | Feb 28, 2026 | Apr 24, 2026 |
|
IWN
iShares Russell 2000 Value ETF
|
ETF | BlackRock / iShares | 0.20% | $25,257,995.62 | 312,367 | Mar 31, 2026 | May 28, 2026 |
|
VRTPX
VANGUARD REAL ESTATE II INDEX FUND
|
MF | Vanguard | 0.23% | $24,116,668.70 | 313,570 | Apr 30, 2026 | Jun 26, 2026 |
|
-
Nomura VIP Small Cap Value Series
|
ETF | Independent / Boutique | 1.33% | $23,045,100.00 | 285,000 | Mar 31, 2026 | May 28, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.05% | $21,030,026.43 | 250,149 | Feb 28, 2026 | Apr 24, 2026 |
|
DFREX
DFA REAL ESTATE SECURITIES PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.29% | $20,086,430.88 | 261,168 | Apr 30, 2026 | Jun 24, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.13% | $19,584,863.13 | 232,959 | Feb 28, 2026 | Apr 28, 2026 |
|
SCHA
Schwab U.S. Small-Cap ETF
|
ETF | Charles Schwab | 0.09% | $19,391,838.41 | 230,663 | Feb 28, 2026 | Apr 24, 2026 |
|
DFGEX
DFA Global Real Estate Securities Portfolio
|
MF | Dimensional Fund Advisors | 0.18% | $13,683,750.29 | 177,919 | Apr 30, 2026 | Jun 24, 2026 |
|
DIV
Global X SuperDividend U.S. ETF
|
ETF | Independent / Boutique | 1.68% | $12,574,861.91 | 163,501 | Apr 30, 2026 | Jun 29, 2026 |
|
USRT
iShares Core U.S. REIT ETF
|
ETF | BlackRock / iShares | 0.31% | $11,645,327.65 | 151,415 | Apr 30, 2026 | Jun 24, 2026 |
|
DES
WisdomTree U.S. SmallCap Dividend Fund
|
ETF | WisdomTree | 0.55% | $10,706,591.74 | 132,409 | Mar 31, 2026 | Jun 1, 2026 |
|
PUREX
PGIM Global Real Estate Fund
|
MF | PGIM / Prudential | 0.96% | $10,163,195.04 | 132,144 | Apr 30, 2026 | Jun 26, 2026 |
|
REET
iShares Global REIT ETF
|
ETF | BlackRock / iShares | 0.20% | $9,565,065.97 | 124,367 | Apr 30, 2026 | Jun 25, 2026 |
|
SWSSX
Schwab Small-Cap Index Fund
|
MF | Charles Schwab | 0.11% | $7,917,807.59 | 102,949 | Apr 30, 2026 | Jun 25, 2026 |
|
FSKAX
Fidelity Total Market Index Fund
|
MF | Fidelity | 0.01% | $7,472,561.95 | 88,885 | Feb 28, 2026 | Apr 24, 2026 |
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