State Street (NHI holder) discloses 2.74M National Health Investors shares in 13G
Rhea-AI Filing Summary
State Street Corporation reports beneficial ownership of common stock of National Health Investors, Inc.. The filing lists beneficial ownership of 2,735,937 shares of common stock, representing 5.6% of the class as of June 30, 2026.
State Street reports no sole voting or dispositive power. It has shared voting power over 2,454,990 shares and shared dispositive power over 2,735,937 shares through affiliated investment adviser subsidiaries, including SSGA Funds Management, Inc. and various State Street Global Advisors entities.
Positive
- None.
Negative
- None.
Key Figures
Beneficial ownership: 2,735,937 shares
Percent of class: 5.6%
Shared voting power: 2,454,990 shares
+1 more
4 metrics
Beneficial ownership
2,735,937 shares
Amount beneficially owned by State Street Corporation
Percent of class
5.6%
Percentage of National Health Investors common stock class
Shared voting power
2,454,990 shares
Shares over which State Street has shared voting power
Shared dispositive power
2,735,937 shares
Shares over which State Street has shared dispositive power
Key Terms
beneficially owned, shared voting power, shared dispositive power, Schedule 13G
4 terms
beneficially owned financial
"Amount beneficially owned: 2735937.00"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
Schedule 13G regulatory
"Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person."
A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.
AI-generated analysis. How Rhea-AI works. Not financial advice.
FAQ
What voting power does State Street Corporation have over NHI common stock?
State Street Corporation reports 0 shares with sole voting power and 2,454,990 shares with shared voting power in National Health Investors, Inc., indicating voting authority is exercised jointly through affiliated investment adviser entities.