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MERITAGE PORTFOLIO MANAGEMENT: NHI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MERITAGE PORTFOLIO MANAGEMENT on NHI, newest first. How the timeline and the estimate are built.

MERITAGE PORTFOLIO MANAGEMENT held 62,512 NHI shares at 2025-12-31 per its 13F-HR filed 2026-01-27.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 62,512 shares
    Change vs previous 13F +20,172 shares

    0.32% of the 13F portfolio, value $4,774,041.

    13F-HR 0000881432-26-000002 filed by MERITAGE PORTFOLIO MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-09-30
    13F 42,340 shares
    Change vs previous 13F -620 shares

    0.22% of the 13F portfolio, value $3,366,030.

    13F-HR 0000881432-25-000015 filed by MERITAGE PORTFOLIO MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-06-30
    13F 42,960 shares
    Change vs previous 13F -776 shares

    0.19% of the 13F portfolio, value $3,012,355.

    13F-HR 0000881432-25-000011 filed by MERITAGE PORTFOLIO MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-03-31
    13F 43,736 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $3,230,341.

    13F-HR 0000881432-25-000006 filed by MERITAGE PORTFOLIO MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).