STOCK TITAN

State Street (NHI holder) discloses 2.74M National Health Investors shares in 13G

(Moderate)
(Neutral)
Form Type
SCHEDULE 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.
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
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.
shared voting power financial
"Shared power to vote or to direct the vote: 2,454,990"
Shared voting power occurs when two or more parties jointly have the right to vote or decide how a block of company shares is cast, like co-owners who must agree before moving a piece of furniture. Investors care because who controls voting rights affects board elections, major corporate decisions and takeover outcomes, and shared control can alter regulatory disclosures and the practical influence any holder has over a company’s direction and value.
shared dispositive power financial
"Shared power to dispose or to direct the disposition of: 2,735,937"
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.

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FAQ

What percentage of NATIONAL HEALTH INVESTORS INC (NHI) shares does State Street Corporation report owning?

State Street Corporation reports beneficial ownership of 5.6% of the common stock of National Health Investors, Inc., corresponding to 2,735,937 shares as stated in the Schedule 13G filing.

How many NHI shares does State Street Corporation beneficially own according to the Schedule 13G?

State Street Corporation reports beneficial ownership of 2,735,937 shares of National Health Investors, Inc. common stock, representing 5.6% of the class, with voting and dispositive powers held on a shared basis through its affiliates.

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.

What dispositive power does State Street Corporation report over NHI shares?

State Street Corporation reports no sole dispositive power and shared dispositive power over 2,735,937 shares of National Health Investors, Inc. common stock, reflecting that affiliated advisers can collectively direct the disposition of these shares.

Which subsidiaries of State Street are associated with the NHI share holdings?

Affiliated investment advisers include SSGA Funds Management, Inc., State Street Global Advisors Trust Company, and several State Street Global Advisors entities in Europe, Japan, and Australia, which are identified in connection with the reported NHI holdings.





63633D104

(CUSIP Number)
06/30/2026

(Date of Event Which Requires Filing of this Statement)


Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G





SCHEDULE 13G



STATE STREET CORPORATION
Signature:ELIZABETH SCHAEFER
Name/Title:SENIOR VICE PRESIDENT, CHIEF ACCOUNTING OFFICER
Date:08/07/2026