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 |
|---|---|---|---|---|---|
| Equitable Trust Co | 3,310 | $278.2K | 0.02% | −1,630−33.0% | Reduced |
| National Asset Management, Inc. | 3,108 | $262.8K | 0.01% | −26−0.8% | Reduced |
| Shayne & Co., LLC | 3,100 | $260.6K | 0.07% | 00.0% | Unchanged |
| Woodmont Investment Counsel LLC | 3,052 | $256.6K | 0.02% | 00.0% | Unchanged |
| Chelsea Counsel Co | 3,000 | $254.9K | 0.13% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 2,991 | $251.4K | 0.03% | +2,991 | New |
| CapWealth Advisors, LLC | 2,988 | $251.2K | 0.03% | +2,988 | New |
| Mackenzie Financial Corp | 2,898 | $243.6K | 0.00% | +2,898 | New |
| Ronald Blue Trust, Inc. | 3,557 | $240.9K | 0.00% | +2,814+378.7% | Added |
| Xponance, Inc. | 2,738 | $230.2K | 0.00% | +2,738 | New |
| Quest Partners LLC | 2,737 | $230.1K | 0.02% | +2,737 | New |
| MML Investors Services, LLC | 2,731 | $230.0K | 0.00% | +2,731 | New |
| FMR LLC | 2,653 | $223.0K | 0.00% | −43,044−94.2% | Reduced |
| Naples Global Advisors, LLC | 2,575 | $218.8K | 0.02% | +2,575 | New |
| We Are One Seven, LLC | 2,545 | $213.9K | 0.01% | +2,545 | 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 |
| Wiley Bros.-Aintree Capital, LLC | 2,392 | $201.1K | 0.00% | +2,392 | New |
| First Personal Financial Services | 2,325 | $195.4K | 0.04% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,930 | $162.4K | 0.00% | −1,997−50.9% | Reduced |
| Sterling Capital Management LLC | 1,924 | $161.7K | 0.00% | +1,924 | New |
| Bessemer Group Inc | 1,640 | $138.0K | 0.00% | +1,640 | New |
| Allspring Global Investments Holdings, LLC | 1,567 | $131.7K | 0.00% | −116−6.9% | Reduced |
| Amalgamated Bank | 1,467 | $123.0K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 1,251 | $105.0K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,150 | $96.7K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 1,100 | $92.5K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 1,019 | $85.7K | 0.00% | −131−11.4% | Reduced |
| Field & Main Bank | 1,000 | $84.1K | 0.03% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 922 | $77.5K | 0.01% | +584+172.8% | Added |
| Harbor Capital Advisors, Inc. | 827 | $70.0K | 0.00% | +827 | New |
| FIL Ltd | 816 | $68.6K | 0.00% | −1,774−68.5% | Reduced |
| FinTrust Capital Advisors, LLC | 681 | $57.2K | 0.01% | +681 | New |
| Assetmark, Inc | 648 | $54.5K | 0.00% | +141+27.8% | Added |
| Lazard Asset Management LLC | 624 | $52.0K | 0.00% | +624 | New |
| CoreCap Advisors, LLC | 600 | $50.4K | 0.00% | +600 | New |
| Tower Research Capital LLC (TRC) | 534 | $44.9K | 0.00% | −7,146−93.0% | Reduced |
| Allworth Financial LP | 488 | $41.0K | 0.00% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 475 | $39.9K | 0.01% | 00.0% | Unchanged |
| Principal Securities, Inc. | 469 | $39.4K | 0.00% | +12+2.6% | Added |
| Loomis Sayles & Co L P | 450 | $38.0K | 0.00% | +450 | New |
| Point72 (DIFC) Ltd | 421 | $35.4K | 0.00% | +421 | New |
| Covestor Ltd | 420 | $35.0K | 0.02% | +405+2,700.0% | Added |
| Danske Bank A/S | 400 | $33.6K | 0.00% | +400 | New |
| CIBC Private Wealth Group, LLC | 374 | $31.4K | 0.00% | +284+315.6% | Added |
| Quarry LP | 322 | $27.1K | 0.01% | +322 | New |
| Signaturefd, LLC | 230 | $19.3K | 0.00% | −11−4.6% | Reduced |
| Smartleaf Asset Management LLC | 212 | $17.6K | 0.00% | +137+182.7% | Added |
| Steward Partners Investment Advisory, LLC | 172 | $14.5K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 170 | $14.3K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 168 | $14.1K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 153 | $12.9K | 0.00% | +99+183.3% | Added |
| Proequities, Inc. | 134 | $11.4K | 0.00% | +52+63.4% | Added |
| WR Wealth Planners, LLC | 125 | $10.5K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 130 | $10.0K | 0.00% | −6,628−98.1% | Reduced |
| Quadrant Capital Group LLC | 112 | $9.41K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 104 | $8.77K | 0.00% | +104 | New |
| Jones Financial Companies LLLP | 101 | $8.37K | 0.00% | +101 | New |
| Parallel Advisors, LLC | 92 | $7.73K | 0.00% | +7+8.2% | Added |
| Richardson Financial Services Inc. | 113 | $7.65K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 91 | $7.65K | 0.00% | −6−6.2% | Reduced |
| Pathway Financial Advisers, LLC | 86 | $7.23K | 0.00% | +1+1.2% | Added |
| Bell Investment Advisors, Inc | 79 | $6.64K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 77 | $6.47K | 0.00% | +7+10.0% | Added |
| Caitlin John, LLC | 82 | $6.39K | 0.00% | +2+2.5% | Added |
| Johnson Financial Group, Inc. | 69 | $5.86K | 0.00% | +69 | New |
| Whittier Trust Co | 63 | $5.29K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 50 | $4.20K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 49 | $4.12K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 44 | $3.70K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 40 | $3.36K | 0.00% | +20+100.0% | Added |
| Global Retirement Partners, LLC | 36 | $3.03K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 33 | $2.77K | 0.00% | −27−45.0% | Reduced |
| Capital Performance Advisors LLP | 30 | $2.52K | 0.00% | +30 | New |
| Mather Group, LLC. | 26 | $2.19K | 0.00% | −50−65.8% | Reduced |
| Farther Finance Advisors, LLC | 18 | $1.51K | 0.00% | +1+5.9% | Added |
| 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 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 11 | $924 | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 7 | $541 | 0.00% | +7 | New |
| Carolina Wealth Advisors, LLC | 4 | $336 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 3 | $230 | 0.00% | +3 | New |
| LSV Asset Management | 0 | $0 | 0.00% | −131,400−100.0% | Sold out |
| Eisler Capital (US) LLC | 0 | $0 | 0.00% | −36,546−100.0% | Sold out |
| Clearbridge Investments, LLC | 0 | $0 | 0.00% | −27,875−100.0% | Sold out |
| Taika Capital, LP | 0 | $0 | 0.00% | −14,335−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −9,273−100.0% | Sold out |
| Strategic Financial Concepts, LLC | 0 | $0 | 0.00% | −41,847−100.0% | Sold out |
| AdvisorShares Investments LLC | 0 | $0 | 0.00% | −7,175−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −5,475−100.0% | Sold out |
| Atlas Financial Advisors, Inc. | 0 | $0 | 0.00% | −3,294−100.0% | Sold out |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0 | $0 | 0.00% | −3,241−100.0% | Sold out |
| Wealth Enhancement Advisory Services, LLC | 0 | $0 | 0.00% | −3,094−100.0% | Sold out |
| SYSTM Wealth Solutions LLC | 0 | $0 | 0.00% | −351−100.0% | Sold out |
| Cornerstone Planning Group LLC | 0 | $0 | 0.00% | −111−100.0% | Sold out |
| Gradient Investments LLC | 0 | $0 | 0.00% | −78−100.0% | Sold out |
| Concord Wealth Partners | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |