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, Q3 2024
Institutional positions in National Health Investors Inc as of Sep 30, 2024. 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
- 283
- +53 vs. Q2 2024
- Shares held
- 30.1M
- +6.98M (+30.2%) vs. Q2 2024
- Total value
- $2.53B
- +$961.6M (+61.5%) vs. Q2 2024
- New holders
- 68
- 85 more added
- Sold out
- 15
- 91 more reduced
1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2024: 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 305 | $2.91B |
| Q1 2026 | 319 | $2.80B |
| Q4 2025 | 297 | $2.63B |
| Q3 2025 | 285 | $2.68B |
| Q2 2025 | 277 | $2.43B |
| Q1 2025 | 285 | $2.34B |
| Q4 2024 | 278 | $2.16B |
| Q3 2024 | 283 | $2.53B |
| Q2 2024 | 231 | $1.86B |
| Q1 2024 | 221 | $1.70B |
| Q4 2023 | 211 | $1.52B |
| Q3 2023 | 210 | $1.38B |
| Q2 2023 | 211 | $1.45B |
| Q1 2023 | 227 | $1.42B |
| Q4 2022 | 233 | $1.41B |
| Q3 2022 | 242 | $1.56B |
| Q2 2022 | 235 | $1.79B |
| Q1 2022 | 233 | $1.79B |
| Q4 2021 | 228 | $1.69B |
| Q3 2021 | 239 | $1.55B |
| Q2 2021 | 239 | $2.01B |
| Q1 2021 | 248 | $2.16B |
Institutions, Q3 2024
Shares, value and share of portfolio for each institution holding National Health Investors Inc; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dunhill Financial, LLC | 3 | $230 | 0.00% | +3 | New |
| Carolina Wealth Advisors, LLC | 4 | $336 | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 7 | $541 | 0.00% | +7 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 11 | $924 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 13 | $1.00K | 0.00% | +13 | New |
| Hemington Wealth Management | 19 | $1.00K | 0.00% | +19 | New |
| Farther Finance Advisors, LLC | 18 | $1.51K | 0.00% | +1+5.9% | Added |
| Mather Group, LLC. | 26 | $2.19K | 0.00% | −50−65.8% | Reduced |
| Capital Performance Advisors LLP | 30 | $2.52K | 0.00% | +30 | New |
| Lindbrook Capital, LLC | 33 | $2.77K | 0.00% | −27−45.0% | Reduced |
| Global Retirement Partners, LLC | 36 | $3.03K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 40 | $3.36K | 0.00% | +20+100.0% | Added |
| Sugarloaf Wealth Management, LLC | 44 | $3.70K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 49 | $4.12K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 50 | $4.20K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 63 | $5.29K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 69 | $5.86K | 0.00% | +69 | New |
| Caitlin John, LLC | 82 | $6.39K | 0.00% | +2+2.5% | Added |
| EverSource Wealth Advisors, LLC | 77 | $6.47K | 0.00% | +7+10.0% | Added |
| Bell Investment Advisors, Inc | 79 | $6.64K | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 86 | $7.23K | 0.00% | +1+1.2% | Added |
| SRS Capital Advisors, Inc. | 91 | $7.65K | 0.00% | −6−6.2% | Reduced |
| Richardson Financial Services Inc. | 113 | $7.65K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 92 | $7.73K | 0.00% | +7+8.2% | Added |
| Jones Financial Companies LLLP | 101 | $8.37K | 0.00% | +101 | New |
| Darwin Advisors, LLC | 104 | $8.77K | 0.00% | +104 | New |
| Quadrant Capital Group LLC | 112 | $9.41K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 130 | $10.0K | 0.00% | −6,628−98.1% | Reduced |
| WR Wealth Planners, LLC | 125 | $10.5K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 134 | $11.4K | 0.00% | +52+63.4% | Added |
| GAMMA Investing LLC | 153 | $12.9K | 0.00% | +99+183.3% | Added |
| Central Trust Co | 168 | $14.1K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 170 | $14.3K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 172 | $14.5K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 212 | $17.6K | 0.00% | +137+182.7% | Added |
| Signaturefd, LLC | 230 | $19.3K | 0.00% | −11−4.6% | Reduced |
| Quarry LP | 322 | $27.1K | 0.01% | +322 | New |
| CIBC Private Wealth Group, LLC | 374 | $31.4K | 0.00% | +284+315.6% | Added |
| Danske Bank A/S | 400 | $33.6K | 0.00% | +400 | New |
| Covestor Ltd | 420 | $35.0K | 0.02% | +405+2,700.0% | Added |
| Point72 (DIFC) Ltd | 421 | $35.4K | 0.00% | +421 | New |
| Loomis Sayles & Co L P | 450 | $38.0K | 0.00% | +450 | New |
| Principal Securities, Inc. | 469 | $39.4K | 0.00% | +12+2.6% | Added |
| Compass Wealth Management LLC | 475 | $39.9K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 488 | $41.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 534 | $44.9K | 0.00% | −7,146−93.0% | Reduced |
| CoreCap Advisors, LLC | 600 | $50.4K | 0.00% | +600 | New |
| Lazard Asset Management LLC | 624 | $52.0K | 0.00% | +624 | New |
| Assetmark, Inc | 648 | $54.5K | 0.00% | +141+27.8% | Added |
| FinTrust Capital Advisors, LLC | 681 | $57.2K | 0.01% | +681 | New |
| FIL Ltd | 816 | $68.6K | 0.00% | −1,774−68.5% | Reduced |
| Harbor Capital Advisors, Inc. | 827 | $70.0K | 0.00% | +827 | New |
| USA Financial Portformulas Corp | 922 | $77.5K | 0.01% | +584+172.8% | Added |
| Field & Main Bank | 1,000 | $84.1K | 0.03% | 00.0% | Unchanged |
| US Bancorp | 1,019 | $85.7K | 0.00% | −131−11.4% | Reduced |
| Caldwell Trust Co | 1,100 | $92.5K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,150 | $96.7K | 0.01% | 00.0% | Unchanged |
| KBC Group NV | 1,251 | $105.0K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 1,467 | $123.0K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 1,567 | $131.7K | 0.00% | −116−6.9% | Reduced |
| Bessemer Group Inc | 1,640 | $138.0K | 0.00% | +1,640 | New |
| Sterling Capital Management LLC | 1,924 | $161.7K | 0.00% | +1,924 | New |
| Advisor Group Holdings, Inc. | 1,930 | $162.4K | 0.00% | −1,997−50.9% | Reduced |
| First Personal Financial Services | 2,325 | $195.4K | 0.04% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 2,392 | $201.1K | 0.00% | +2,392 | New |
| Stock Yards Bank & Trust Co | 2,500 | $210.2K | 0.01% | +2,500 | New |
| BancorpSouth Bank | 2,500 | $210.2K | 0.01% | +2,500 | New |
| We Are One Seven, LLC | 2,545 | $213.9K | 0.01% | +2,545 | New |
| Naples Global Advisors, LLC | 2,575 | $218.8K | 0.02% | +2,575 | New |
| FMR LLC | 2,653 | $223.0K | 0.00% | −43,044−94.2% | Reduced |
| MML Investors Services, LLC | 2,731 | $230.0K | 0.00% | +2,731 | New |
| Quest Partners LLC | 2,737 | $230.1K | 0.02% | +2,737 | New |
| Xponance, Inc. | 2,738 | $230.2K | 0.00% | +2,738 | New |
| Ronald Blue Trust, Inc. | 3,557 | $240.9K | 0.00% | +2,814+378.7% | Added |
| Mackenzie Financial Corp | 2,898 | $243.6K | 0.00% | +2,898 | New |
| CapWealth Advisors, LLC | 2,988 | $251.2K | 0.03% | +2,988 | New |
| Landscape Capital Management, L.L.C. | 2,991 | $251.4K | 0.03% | +2,991 | New |
| Chelsea Counsel Co | 3,000 | $254.9K | 0.13% | 00.0% | Unchanged |
| Woodmont Investment Counsel LLC | 3,052 | $256.6K | 0.02% | 00.0% | Unchanged |
| Shayne & Co., LLC | 3,100 | $260.6K | 0.07% | 00.0% | Unchanged |
| National Asset Management, Inc. | 3,108 | $262.8K | 0.01% | −26−0.8% | Reduced |
| Equitable Trust Co | 3,310 | $278.2K | 0.02% | −1,630−33.0% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 3,355 | $282.0K | 0.00% | +3,355 | New |
| Mariner, LLC | 3,401 | $285.7K | 0.00% | +302+9.7% | Added |
| Verition Fund Management LLC | 3,484 | $292.9K | 0.00% | +3,484 | New |
| Albert D Mason Inc | 3,541 | $297.7K | 0.19% | +66+1.9% | Added |
| MQS Management LLC | 3,595 | $302.2K | 0.17% | +2+0.1% | Added |
| Renaissance Group LLC | 3,677 | $309.1K | 0.01% | −413−10.1% | Reduced |
| Aviance Capital Partners, LLC | 3,788 | $318.4K | 0.04% | +221+6.2% | Added |
| New York State Teachers Retirement System | 3,821 | $321.0K | 0.00% | +3,821 | New |
| Quantbot Technologies LP | 3,845 | $323.2K | 0.01% | +3,845 | New |
| M&T Bank Corp | 3,911 | $328.8K | 0.00% | −84−2.1% | Reduced |
| Trust Co | 3,969 | $333.6K | 0.04% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 4,002 | $336.4K | 0.00% | +4,002 | New |
| Brown Advisory Inc | 4,110 | $345.5K | 0.00% | −5,000−54.9% | Reduced |
| Stifel Financial Corp | 4,152 | $349.0K | 0.00% | −610−12.8% | Reduced |
| The PNC Financial Services Group, Inc. | 4,161 | $349.8K | 0.00% | +76+1.9% | Added |
| Neuberger Berman Group LLC | 4,172 | $350.7K | 0.00% | −407−8.9% | Reduced |
| Ameritas Investment Partners, Inc. | 4,240 | $356.4K | 0.01% | +139+3.4% | Added |