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National Health Investors Inc

NHI
Exchange
NYSE
Industry
Real Estate Investment Trusts
SEC CIK
0000877860

No open-market purchases or sales by National Health Investors Inc insiders were filed in the last 90 days; 305 institutions reported holding it in 13F filings for Q2 2026, worth $2.91B in total; no superinvestor holds it.

13F holders, Q4 2023

Institutional positions in National Health Investors Inc as of Dec 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
211
+2 vs. Q3 2023
Shares held
27.1M
+225.7K (+0.8%) vs. Q3 2023
Total value
$1.52B
+$133.0M (+9.6%) vs. Q3 2023
New holders
24
74 more added
Sold out
22
74 more reduced

1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2023: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting NHI on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ4 2023: 211 institutions
Q1 2021: 248 institutionsQ2 2021: 239 institutionsQ3 2021: 239 institutionsQ4 2021: 228 institutionsQ1 2022: 233 institutionsQ2 2022: 235 institutionsQ3 2022: 242 institutionsQ4 2022: 233 institutionsQ1 2023: 227 institutionsQ2 2023: 211 institutionsQ3 2023: 210 institutionsQ4 2023: 211 institutionsQ1 2024: 221 institutionsQ2 2024: 231 institutionsQ3 2024: 283 institutionsQ4 2024: 278 institutionsQ1 2025: 285 institutionsQ2 2025: 277 institutionsQ3 2025: 285 institutionsQ4 2025: 297 institutionsQ1 2026: 319 institutionsQ2 2026: 305 institutions
Value heldQ4 2023: $1.52B
Q1 2021: $2.16BQ2 2021: $2.01BQ3 2021: $1.55BQ4 2021: $1.69BQ1 2022: $1.79BQ2 2022: $1.79BQ3 2022: $1.56BQ4 2022: $1.41BQ1 2023: $1.42BQ2 2023: $1.45BQ3 2023: $1.38BQ4 2023: $1.52BQ1 2024: $1.70BQ2 2024: $1.86BQ3 2024: $2.53BQ4 2024: $2.16BQ1 2025: $2.34BQ2 2025: $2.43BQ3 2025: $2.68BQ4 2025: $2.63BQ1 2026: $2.80BQ2 2026: $2.91B
Institutions holding NHI and their total value by quarter
QuarterHoldersValue
Q2 2026305$2.91B
Q1 2026319$2.80B
Q4 2025297$2.63B
Q3 2025285$2.68B
Q2 2025277$2.43B
Q1 2025285$2.34B
Q4 2024278$2.16B
Q3 2024283$2.53B
Q2 2024231$1.86B
Q1 2024221$1.70B
Q4 2023211$1.52B
Q3 2023210$1.38B
Q2 2023211$1.45B
Q1 2023227$1.42B
Q4 2022233$1.41B
Q3 2022242$1.56B
Q2 2022235$1.79B
Q1 2022233$1.79B
Q4 2021228$1.69B
Q3 2021239$1.55B
Q2 2021239$2.01B
Q1 2021248$2.16B

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding National Health Investors Inc; share changes are against Q3 2023.

Institutions holding NHI in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Capital Advisors, Ltd. LLC6$00.00%+3+100.0%Added
Arcadia Investment Management Corp1$290.00%00.0%Unchanged
Glassman Wealth Services4$2230.00%00.0%Unchanged
Carolina Wealth Advisors, LLC4$2230.00%00.0%Unchanged
Financial Synergies Wealth Advisors, Inc.6$3140.00%+6New
Larson Financial Group LLC6$3330.00%00.0%Unchanged
GAMMA Investing LLC8$4250.00%+8New
SRS Capital Advisors, Inc.13$7270.00%00.0%Unchanged
Farther Finance Advisors, LLC17$9490.00%00.0%Unchanged
Toronto Dominion Bank22$1.23K0.00%00.0%Unchanged
Bell Investment Advisors, Inc24$1.34K0.00%+14+140.0%Added
Global Retirement Partners, LLC26$1.45K0.00%−11−29.7%Reduced
Lindbrook Capital, LLC37$2.07K0.00%−11−22.9%Reduced
Sugarloaf Wealth Management, LLC44$2.46K0.00%00.0%Unchanged
Park Place Capital Corp50$2.79K0.00%00.0%Unchanged
Whittier Trust Co63$3.52K0.00%00.0%Unchanged
Signaturefd, LLC69$3.86K0.00%−170−71.1%Reduced
Gradient Investments LLC78$4.36K0.00%−9−10.3%Reduced
Caitlin John, LLC77$4.40K0.00%+77New
Pathway Financial Advisers, LLC82$4.60K0.00%+1+1.2%Added
Quadrant Capital Group LLC103$5.75K0.00%−95−48.0%Reduced
Tradition Wealth Management, LLC100$6.00K0.00%00.0%Unchanged
Parallel Advisors, LLC118$6.59K0.00%+57+93.4%Added
Ronald Blue Trust, Inc.163$8.00K0.00%+163New
TD Capital Management LLC158$8.83K0.00%+3+1.9%Added
Central Trust Co168$9.38K0.00%+168New
Harbour Investments, Inc.170$9.49K0.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC172$9.61K0.00%00.0%Unchanged
NBC Securities, Inc.200$11.0K0.00%00.0%Unchanged
Covestor Ltd191$11.0K0.01%+30+18.6%Added
IFP Advisors, Inc211$11.8K0.00%+4+1.9%Added
EntryPoint Capital, LLC238$13.3K0.01%+238New
Principal Securities, Inc.291$16.3K0.00%+291New
Citadel Advisors LLC343$19.2K0.00%−15,122−97.8%Reduced
SYSTM Wealth Solutions LLC351$19.9K0.00%+351New
Allworth Financial LP488$27.3K0.00%+30+6.6%Added
Assetmark, Inc500$27.9K0.00%00.0%Unchanged
Proequities, Inc.545$30.9K0.00%00.0%Unchanged
Lazard Asset Management LLC613$34.0K0.00%00.0%Unchanged
GoalVest Advisory LLC672$37.5K0.02%−17,349−96.3%Reduced
Baystate Wealth Management LLC700$39.1K0.00%+700New
Advisory Services Network, LLC710$39.7K0.00%+710New
Retirement Group, LLC850$47.5K0.02%00.0%Unchanged
KBC Group NV904$50.0K0.00%+403+80.4%Added
Sound Income Strategies, LLC916$51.2K0.00%+230+33.5%Added
State of Wyoming959$53.6K0.01%+120+14.3%Added
Field & Main Bank1,000$55.8K0.02%00.0%Unchanged
Caldwell Trust Co1,100$61.4K0.01%00.0%Unchanged
US Bancorp1,135$63.4K0.00%−66−5.5%Reduced
North Star Investment Management Corp.1,150$64.2K0.00%00.0%Unchanged
Allspring Global Investments Holdings, LLC1,561$87.2K0.00%−2,630−62.8%Reduced
FMR LLC1,945$108.6K0.00%+398+25.7%Added
First Personal Financial Services2,325$129.9K0.03%00.0%Unchanged
EMC Capital Management3,357$187.0K0.12%00.0%Unchanged
MML Investors Services, LLC3,689$206.0K0.00%+3,689New
Metropolitan Life Insurance Co3,748$209.3K0.01%−4−0.1%Reduced
Toroso Investments, LLC3,840$214.5K0.01%−2,777−42.0%Reduced
Thrivent Financial for Lutherans3,886$217.0K0.00%−14,063−78.3%Reduced
Renaissance Group LLC3,962$221.2K0.01%00.0%Unchanged
Trust Co3,969$221.7K0.03%00.0%Unchanged
Amalgamated Bank3,978$222.0K0.00%−335−7.8%Reduced
The PNC Financial Services Group, Inc.3,979$222.2K0.00%+238+6.4%Added
We Are One Seven, LLC4,075$227.6K0.01%−1,050−20.5%Reduced
M&T Bank Corp4,126$230.4K0.00%+12+0.3%Added
Quantinno Capital Management LP4,237$237.0K0.01%−22−0.5%Reduced
Voloridge Investment Management, LLC4,251$237.4K0.00%−2,593−37.9%Reduced
Ameritas Investment Partners, Inc.4,325$241.6K0.01%+174+4.2%Added
State of Wisconsin Investment Board4,617$257.9K0.00%−149−3.1%Reduced
Colony Group, LLC4,679$261.0K0.00%+4,679New
Buckingham Strategic Partners4,771$266.5K0.01%−8,246−63.3%Reduced
Advisor Group Holdings, Inc.4,784$267.3K0.00%−3,360−41.3%Reduced
Benchmark Investment Advisors LLC5,000$279.3K0.26%00.0%Unchanged
Central Valley Advisors, LLC5,181$289.4K0.17%+5,181New
Public Employees Retirement Association of Colorado5,387$301.0K0.00%00.0%Unchanged
Stifel Financial Corp5,466$305.3K0.00%+583+11.9%Added
Nissay Asset Management Corp5,476$305.8K0.00%+225+4.3%Added
Victory Capital Management Inc5,580$311.6K0.00%−14,597−72.3%Reduced
AQR Capital Management LLC5,684$317.5K0.00%−6,324−52.7%Reduced
Commerce Bank5,721$319.5K0.00%00.0%Unchanged
Van Eck Associates Corp5,851$327.0K0.00%+962+19.7%Added
Pictet & Cie (Europe) SA5,908$330.0K0.01%00.0%Unchanged
Private Advisor Group, LLC6,081$339.6K0.00%+6,081New
Stephens Inc6,398$357.4K0.01%+61+1.0%Added
New York Life Investment Management LLC6,429$359.1K0.00%+6,429New
Russell Investments Group, Ltd.6,450$360.2K0.00%00.0%Unchanged
CWM Advisors, LLC6,808$380.2K0.04%+819+13.7%Added
ProShare Advisors LLC6,915$386.2K0.00%+1,488+27.4%Added
Sumitomo Mitsui DS Asset Management Company, Ltd7,193$401.7K0.01%+1,142+18.9%Added
Cambridge Investment Research Advisors, Inc.7,460$417.0K0.00%+447+6.4%Added
Commonwealth of Pennsylvania Public School Empls Retrmt Sys7,526$420.3K0.00%+7,526New
Dark Forest Capital Management LP8,085$451.5K0.07%−14,765−64.6%Reduced
Atria Wealth Solutions, Inc.8,200$458.0K0.01%+359+4.6%Added
SEI Investments Co8,304$463.8K0.00%−63,395−88.4%Reduced
Agf Management Ltd8,383$468.2K0.00%+8,383New
Roman Butler Fullerton & Co8,654$472.3K0.18%−563−6.1%Reduced
STRS Ohio8,500$474.0K0.00%−200−2.3%Reduced
Captrust Financial Advisors8,960$500.4K0.00%+77+0.9%Added
Brown Advisory Inc9,110$508.8K0.00%00.0%Unchanged
Edgestream Partners, L.P.9,564$534.1K0.04%+9,564New
Family Legacy, Inc.9,603$536.3K0.20%−4,300−30.9%Reduced