Monitor for any future conversion to a Schedule 13D filing, which would signal an activist intent. The 9.78% stake is below the 10% threshold that would trigger additional regulatory scrutiny.
Price Chart
Executive Summary
Vanguard Portfolio Management LLC filed an amended Schedule 13G disclosing a 9.78% passive stake in National Health Investors Inc as of September 30, 2026, representing 4,804,502 shares. The filing is an amendment to a prior passive stake filing, and no stake change direction is stated in the document text.
Key Financial Metrics
Key Facts
- Vanguard Portfolio Management LLC reported beneficial ownership of 4,804,502 shares of NHI common stock as of September 30, 2026.
- The stake represents 9.78% of shares outstanding.
- The filing is an amendment to a prior Schedule 13G, filed as a passive investor under Rule 13d-1(b).
- The filing certifies the securities were acquired and are held in the ordinary course of business, not for changing or influencing control of the issuer.
Financial Impact
Stake valued at approximately $313 million based on $3.2B market cap and 9.78% ownership.
Risk Factors
- Passive filing status could change if Vanguard engages in activist activities.
- No explicit stake change direction provided; the amendment may reflect a routine update rather than a material position change.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 3 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| SC 13G/A Filing (Primary) | 0002100121-26-001111 |
| Document: 0002100121-26-001111-index.html | 0002100121-26-001111 |
| Document: 0002100121-26-001111.txt | 0002100121-26-001111 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 30, 2026 2d ago | SC 13G/A | $67.36 | awaiting T+60 | awaiting T+60 | $67.04 (−0.48%) |
Oct 1, 2026 4w ago | Press Release | $65.08 | awaiting T+60 | awaiting T+60 | $67.04 (+3.01%) |
Aug 10, 2026 11w ago | 8-K | $69.95 | awaiting T+60 | awaiting T+60 | $67.04 (−4.16%) |
Aug 10, 2026 11w ago | 8-K | $69.95 | awaiting T+60 | awaiting T+60 | $67.04 (−4.16%) |
Aug 10, 2026 11w ago | 8-K | No price | awaiting T+60 | awaiting T+60 | No price |
Aug 10, 2026 11w ago | Press Release | $69.95 | awaiting T+60 | awaiting T+60 | $67.04 (−4.16%) |
Aug 10, 2026 11w ago | Press Release | $69.95 | awaiting T+60 | awaiting T+60 | $67.04 (−4.16%) |
Jul 27, 2026 13w ago | 8-K | $79.28 $66.35 | ▼ −16.31% | ▼ −20.36% | $67.04 (−15.44%) |
Jul 15, 2026 15w ago | Press Release | $79.14 $64.85 | ▼ −18.06% | ▼ −21.77% | $67.04 (−15.29%) |
May 4, 2026 25w ago | 8-K | $73.09 $76.07 | ▲ +4.08% | ▲ +1.34% | $67.04 (−8.28%) |
US Market Status
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