Natl Health InvestorsNHI

13F holders, Q1 2024 (March 31)
221holders
5famous investors
$62.79avg. 13F price*

At the end of Q1 2024, 221 institutions reported holding Natl Health Investors Inc. (NHI) in their 13F filings. The largest holders were Vanguard Group Inc. ($388.9M), BlackRock Inc. ($271.0M) and State Street Corp. ($119.8M). 5 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Steve Cohen (0.0% of Point72 Asset Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Natl Health Investors Inc.
Filed as
NATIONAL HEALTH INVS INC (Q1 2024)
CUSIP
63633D104
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400 Q1 2024: 221Q1 2024Q2 2024: 231Q2 2024Q3 2024: 283Q3 2024Q4 2024: 277Q4 2024Q1 2025: 285Q1 2025Q2 2025: 276Q2 2025Q3 2025: 284Q3 2025Q4 2025: 296Q4 2025Q1 2026: 319Q1 2026Q2 2026: 304Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions33$17.2M
Exits21$6.6M

Ownership 221 holders

Vanguard Group Inc. 0.01% Add +0.7% 6,189,864 $388.9M
BlackRock Inc. 0.01% Reduce -0.9% 4,313,187 $271.0M
State Street Corp. 0.01% Reduce -10.6% 1,879,854 $119.8M
Principal Financial Group Inc. 0.07% Reduce -4.2% 1,791,437 $112.6M
Macquarie Group Ltd. 0.08% Reduce -3.0% 1,121,200 $70.4M
Geode Capital Management, LLC 0.01% Add +2.7% 1,039,307 $65.3M
Bank of America Corp. 0.01% Add +2.0% 809,254 $50.8M
Charles Schwab Investment Management Inc. 0.01% Add +1.4% 715,739 $45.0M
Dimensional Fund Advisors LP 0.01% Add +1.2% 611,399 $38.4M
Bank of New York Mellon Corp 0.01% Reduce -7.7% 534,381 $33.6M
Northern Trust Corp. 0.01% Reduce -6.0% 524,804 $33.0M
Lasalle Investment Management Securities LLC 1.32% Add +8.4% 508,035 $31.9M
Norges Bank 0.00% Add +8.6% 494,785 $31.1M
Sumitomo Mitsui Trust Group, Inc. 0.02% Add +9.9% 407,855 $25.6M
Land & Buildings Investment Management, LLC 5.50% Reduce -3.0% 399,602 $25.1M
GW&K Investment Management, LLC 0.20% Reduce -1.7% 369,313 $23.2M
Legal & General Group Plc 0.01% Reduce -1.4% 318,225 $20.0M
Waterfront Capital Partners, LLC 1.78% Reduce -22.2% 304,616 $19.1M
JPMorgan Chase & Co. 0.00% Reduce -1.9% 207,243 $13.0M
Morgan Stanley 0.00% Reduce -0.2% 206,504 $13.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -3.5% 190,137 $11.9M
Mirae Asset Global Investments Co., Ltd. 0.02% Add +4.6% 197,863 $9.9M
Asset Management One Co., Ltd. 0.03% Add +27.4% 137,249 $8.6M
Deutsche Bank AG 0.00% Add +59.8% 136,860 $8.6M
LSV Asset Management 0.02% Add +6.6% 126,700 $8.0M
First Trust Advisors LP 0.01% Add +135.4% 121,801 $7.7M
Nuveen Asset Management, LLC 0.00% Add +8.7% 114,610 $7.2M
Goldman Sachs Group Inc. 0.00% Reduce -9.3% 107,417 $6.7M
Invesco Ltd. 0.00% Reduce -34.3% 106,339 $6.7M
Swiss National Bank 0.00% No change 85,620 $5.4M
Renaissance Technologies 0.01% Add +27.9% 83,500 $5.2M
UBS Group AG 0.00% Reduce -5.3% 81,667 $5.1M
Rhumbline Advisers 0.00% Add +2.3% 80,183 $5.0M
Wells Fargo & Company 0.00% Reduce -0.5% 79,976 $5.0M
Prudential Financial Inc. 0.01% Add +185.7% 77,508 $4.9M
Jupiter Asset Management Ltd. 0.05% Add +448.7% 76,875 $4.8M
Credit Suisse AG/ 0.00% Add +1.0% 72,992 $4.6M
Clayton Partners LLC 3.73% Reduce -3.5% 69,879 $4.4M
Public Employees Retirement System of Ohio 0.02% Reduce -0.6% 62,516 $3.9M
Janus Henderson Group PLC 0.00% Add +0.0% 59,839 $3.8M
Alliancebernstein L.P. 0.00% Reduce -10.2% 58,713 $3.7M
Nepsis Inc. 0.99% Reduce -2.3% 58,016 $3.6M
CANADA LIFE ASSURANCE Co 0.01% Add +2.3% 55,985 $3.5M
DekaBank Deutsche Girozentrale 0.01% Reduce -9.7% 55,482 $3.4M
Russell Investments Group, Ltd. 0.01% Add +733.8% 53,783 $3.4M
Nomura Asset Management Co. Ltd. 0.01% Add +3.1% 51,050 $3.2M
Franklin Resources Inc. 0.00% Add +61.2% 48,649 $3.1M
Pinnacle Financial Partners Inc 0.06% Reduce -1.1% 46,085 $2.9M
State of New Jersey Common Pension Fund D 0.01% No change 45,951 $2.9M
California State Teachers Retirement System 0.00% Reduce -5.0% 43,253 $2.7M
State of Wisconsin Investment Board 0.01% Add +825.2% 42,716 $2.7M
Barclays PLC 0.00% Reduce -42.8% 39,424 $2.5M
Susquehanna International Group, LLP 0.00% Reduce -7.9% 38,969 $2.4M
Pensionfund PDN 1.26% Add +5.6% 37,600 $2.4M
Truist Financial Corp. 0.00% Add +0.1% 36,251 $2.3M
FMR LLC 0.00% Add +1676.7% 34,556 $2.2M
ExodusPoint Capital Management, LP 0.03% New 33,945 $2.1M
Arrowstreet Capital, Limited Partnership 0.00% New 33,908 $2.1M
Two Sigma Advisers, LP 0.00% Add +13.7% 32,300 $2.0M
Two Sigma Investments, LP 0.01% Reduce -14.0% 31,475 $2.0M
Citadel Advisors 0.00% Add +8339.6% 28,948 $1.8M
HSBC Holdings PLC 0.00% Add +25.4% 28,656 $1.8M
Clearbridge Investments, LLC 0.00% No change 27,909 $1.8M
Wealthspire Retirement, LLC 0.15% Reduce -1.0% 27,133 $1.7M
T. Rowe Price Associates Inc. 0.00% Add +6.0% 26,836 $1.7M
Teacher Retirement System of Texas 0.01% Reduce -8.7% 26,678 $1.7M
Ameriprise Financial Inc. 0.00% Reduce -5.5% 26,325 $1.7M
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Add +3.2% 26,331 $1.7M
Raymond James Financial Services Advisors, Inc. 0.00% Reduce -15.6% 26,155 $1.6M
Amundi 0.00% Reduce -5.8% 25,052 $1.5M
Manufacturers Life Insurance Company, The 0.00% Add +9.1% 23,101 $1.5M
Janney Montgomery Scott LLC 0.00% Reduce -7.4% 21,958 $1.4M
BNP Paribas Financial Markets 0.00% Add +14.9% 21,836 $1.4M
Taika Capital, LP 0.70% New 21,400 $1.3M
MetLife Investment Management, LLC 0.01% Reduce -3.4% 21,168 $1.3M
Citigroup Inc. 0.00% Reduce -35.0% 21,122 $1.3M
American International Group, Inc. 0.00% Reduce -0.8% 20,590 $1.3M
SG Americas Securities, LLC 0.01% Reduce -19.5% 20,513 $1.3M
Nisa Investment Advisors, LLC 0.01% Add +27.0% 19,893 $1.3M
State of Alaska, Department of Revenue 0.01% Add +0.6% 19,749 $1.2M
LPL Financial LLC 0.00% Add +25.1% 18,921 $1.2M
Cwm, LLC 0.01% Reduce -6.7% 18,818 $1.2M
Guggenheim Capital LLC 0.01% Add +13.4% 18,606 $1.2M
Boothbay Fund Management, LLC 0.04% New 18,571 $1.2M
Aberdeen Group plc 0.00% Add +2.3% 18,076 $1.1M
American Century Companies Inc. 0.00% Add +8.2% 17,747 $1.1M
Commonwealth Equity Services, LLC 0.00% Reduce -2.0% 17,433 $1.1M
Ensign Peak Advisors, Inc 0.00% Reduce -4.8% 17,002 $1.1M
Pensionfund Sabic 0.32% Add +13.3% 17,000 $1.1M
Resona Asset Management Co.,Ltd. 0.01% — 16,992 $1.1M
New York State Common Retirement Fund 0.00% Reduce -0.1% 16,243 $1.0M
TBH Global Asset Management, LLC 0.20% Reduce -0.5% 15,737 $989K
Brevan Howard Capital Management LP 0.09% New 15,695 $986K
Centiva Capital, LP 0.06% New 15,501 $974K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Reduce -8.3% 15,456 $971K
Raymond James & Associates 0.00% Add +0.2% 15,046 $945K
Cornercap Investment Counsel Inc. 0.14% No change 14,304 $899K
Daiwa Securities Group Inc. 0.01% Add +7.2% 14,085 $885K
Voya Investment Management LLC 0.00% Reduce -17.8% 13,860 $871K
Campbell & CO Investment Adviser LLC 0.07% New 13,678 $859K
Vident Advisory, LLC 0.02% Add +8.1% 13,374 $840K
Handelsbanken Fonder AB 0.00% No change 12,951 $814K
Envestnet Asset Management Inc. 0.00% Add +0.7% 12,251 $770K
UniSuper Management Pty Ltd 0.01% No change 12,000 $754K
Arizona State Retirement System 0.01% Reduce -1.7% 11,930 $750K
Eisler Capital (US) LLC 0.25% New 11,584 $728K
Schnieders Capital Management LLC 0.15% Reduce -3.1% 11,420 $718K
Pictet Asset Management Holding SA 0.00% Add +4.3% 11,233 $706K
State Board of Administration of Florida Retirement System 0.00% Add +11.7% 13,558 $699K
Point72 Asset Management 0.00% New 10,500 $660K
Schonfeld Strategic Advisors LLC 0.01% New 10,160 $638K
Versor Investments LP 0.13% Reduce -0.7% 9,848 $619K
Man Group plc 0.00% No change 9,800 $616K
Cambridge Investment Research Advisors, Inc. 0.00% Add +29.9% 9,687 $609K
Family Legacy, Inc. 0.22% Reduce -0.3% 9,572 $601K
Captrust Financial Advisors 0.00% Add +6.7% 9,556 $600K
Brown Advisory Inc. 0.00% No change 9,110 $572K
Prelude Capital Management, LLC 0.04% New 9,080 $570K
Susquehanna Fundamental Investments, LLC 0.03% New 8,707 $547K
Jane Street Group, LLC 0.00% Reduce -79.5% 8,677 $545K
Atria Wealth Solutions, Inc. 0.01% Add +3.9% 8,522 $535K
Sei Investments Co. 0.00% Add +1.4% 8,419 $529K
Inceptionr LLC 0.13% New 8,024 $504K
Dark Forest Capital Management LP 0.08% Reduce -1.7% 7,950 $499K
Gsa Capital Partners LLP 0.04% New 7,699 $484K
Roman Butler Fullerton & Co. 0.18% Reduce -10.4% 7,754 $483K
Marshall Wace, LLP 0.00% New 7,639 $480K
Stephens Inc. 0.01% Add +18.4% 7,574 $476K
ProShare Advisors LLC 0.00% Add +8.6% 7,506 $472K
STRS Ohio 0.00% Reduce -11.8% 7,500 $471K
HGI Capital Management, LLC 0.51% New 7,495 $471K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Reduce -2.5% 7,335 $461K
Sumitomo Mitsui DS Asset Management Company, Ltd 0.01% No change 7,193 $452K
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 0.01% Reduce -88.3% 6,775 $426K
New York Life Investment Management LLC 0.00% Reduce -2.9% 6,240 $392K
Private Advisor Group, LLC 0.00% Add +1.3% 6,161 $387K
Kestra Advisory Services, LLC 0.00% New 6,010 $383K
Stifel Financial Corp. 0.00% Add +11.0% 6,066 $381K
Van Eck Associates Corp. 0.00% Add +2.3% 5,988 $376K
Inspire Investing, LLC 0.04% Reduce -15.7% 5,742 $361K
Nissay Asset Management Corp. /Japan 0.00% Add +3.0% 5,638 $354K
Donoghue Forlines LLC 0.10% New 5,632 $354K
Commerce Bank 0.00% Reduce -3.6% 5,516 $347K
Osaic Holdings, Inc. 0.00% Add +14.9% 5,496 $345K
Victory Capital Management Inc. 0.00% Reduce -2.3% 5,452 $343K
AQR Capital Management 0.00% Reduce -7.9% 5,233 $329K
Central Valley Advisors, LLC 0.17% No change 5,181 $326K
Benchmark Investment Advisors LLC 0.25% No change 5,000 $314K
Equitable Trust Co. 0.02% New 4,940 $310K
Public Employees Retirement Association of Colorado 0.00% Reduce -12.7% 4,703 $295K
Focus Partners Wealth 0.00% No change 4,679 $294K
Tidal Investments LLC 0.01% Add +22.4% 4,701 $291K
Ameritas Investment Partners, Inc. 0.01% No change 4,325 $272K
Quantinno Capital Management LP 0.01% Add +0.4% 4,253 $267K
PNC Financial Services Group, Inc. 0.00% Add +3.9% 4,132 $260K
Jump Financial, LLC 0.01% New 4,119 $259K
M&T Bank Corp 0.00% Reduce -3.0% 4,004 $252K
Renaissance Group LLC 0.01% Add +0.9% 3,997 $251K
Trust Co 0.03% No change 3,969 $249K
Voloridge Investment Management, LLC 0.00% Reduce -8.1% 3,908 $246K
Atlas Financial Advisors, Inc. 0.37% New 3,825 $240K
DGS Capital Management, LLC 0.07% New 3,691 $232K
Cetera Investment Advisers 0.00% New 3,623 $228K
Millennium Management 0.00% Reduce -87.4% 3,574 $225K
Metropolitan Life Insurance Co 0.01% Reduce -6.4% 3,507 $220K
Albert D Mason Inc. 0.13% New 3,395 $213K
Schroder Investment Management Group 0.00% New 3,216 $202K
Chelsea Counsel Co. 0.11% Reduce -77.5% 3,000 $191K
EMC Capital Management 0.11% Reduce -15.7% 2,831 $178K
Royal Bank of Canada 0.00% Reduce -81.0% 2,638 $165K
Allspring Global Investments Holdings, LLC 0.00% Add +66.2% 2,594 $163K
Qube Research & Technologies Ltd 0.00% Reduce -89.8% 2,337 $147K
First Personal Financial Services 0.03% No change 2,325 $146K
State of Wyoming 0.02% Add +69.0% 1,621 $102K
Amalgamated Bank 0.00% Reduce -64.0% 1,430 $90K
North Star Investment Management Corp. 0.01% No change 1,150 $72K
US Bancorp \de 0.00% Add +1.1% 1,147 $72K
Caldwell Trust Co 0.01% No change 1,100 $69K
Field & Main Bank 0.02% No change 1,000 $63K
KBC Group NV 0.00% No change 904 $57K
Retirement Group, LLC 0.02% No change 850 $53K
Sound Income Strategies, LLC 0.00% Reduce -24.2% 694 $44K
Tower Research Capital LLC (TRC) 0.00% Reduce -97.0% 623 $39K
Lazard Asset Management LLC 0.00% No change 613 $38K
Assetmark, Inc. 0.00% No change 500 $31K
Allworth Financial LP 0.00% No change 488 $31K
Compass Wealth Management LLC 0.01% New 475 $30K
SYSTM Wealth Solutions LLC 0.00% No change 351 $22K
Towne Trust Company, N.A 0.01% New 300 $19K
Principal Securities, Inc. 0.00% Add +3.1% 300 $19K
Steward Partners Investment Advisory, LLC 0.00% Add +27.9% 220 $14K
Covestor Ltd 0.01% Add +8.9% 208 $13K
Harbour Investments, Inc. 0.00% No change 170 $11K
CENTRAL TRUST Co 0.00% No change 168 $11K
WR Wealth Planners, LLC 0.00% New 125 $8K
Quadrant Capital Group LLC 0.00% Add +17.5% 121 $8K
Signaturefd, LLC 0.00% Add +69.6% 117 $7K
Lanark Financial, Inc. 0.00% Reduce -50.0% 100 $6K
CIBC Private Wealth Group LLC 0.00% New 90 $6K
Pathway Financial Advisers, LLC 0.00% Add +1.2% 83 $5K
Concourse Financial Group Securities, Inc. 0.00% Reduce -85.0% 82 $5K
Bell Investment Advisors, Inc 0.00% Add +229.2% 79 $5K
Caitlin John, LLC 0.00% Add +2.6% 79 $5K
Gradient Investments LLC 0.00% No change 78 $5K
Parallel Advisors, LLC 0.00% Reduce -36.4% 75 $5K
Mather Group, Llc. 0.00% New 76 $4K
Whittier Trust Co. 0.00% No change 63 $4K
Lindbrook Capital, LLC 0.00% Add +62.2% 60 $4K
Park Place Capital Corp 0.00% No change 50 $3K
Sugarloaf Wealth Management, LLC 0.00% No change 44 $3K
Blue Trust, Inc. 0.00% Reduce -83.4% 27 $2K
Global Retirement Partners, LLC 0.00% No change 26 $2K
Avior Wealth Management, LLC 0.00% New 19 $1K
Farther Finance Advisors, LLC 0.00% No change 17 $1K
Arax Advisory Partners 0.00% No change 13 $817
Denali Advisors LLC 0.00% New 9 $565
GAMMA Investing LLC 0.00% No change 8 $503
Larson Financial Group LLC 0.00% No change 6 $381
Rothschild Investment LLC 0.00% New 5 $314
Carolina Wealth Advisors, LLC 0.00% No change 4 $251
Capital Advisors, Ltd. LLC 0.00% No change 6 $0

"% of holder's portfolio" is NHI's weight in each manager's 13F, not the share of Natl Health Investors Inc. the manager owns.