Natl Health InvestorsNHI
13F holders, Q2 2024 (June 30)At the end of Q2 2024, 231 institutions reported holding Natl Health Investors Inc. (NHI) in their 13F filings, up 10 from Q1 2024. 31 opened new positions and 22 sold out. The largest holders were Vanguard Group Inc. ($415.6M), BlackRock Inc. ($298.6M) and State Street Corp. ($128.6M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Natl Health Investors Inc.
- Filed as
- NATIONAL HEALTH INVS INC (Q2 2024)
- CUSIP
- 63633D104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 31 | $14.4M |
| Exits | 22 | $29.8M |
All 13F filers, Q1 2024 → Q2 2024: 1,394,062 shares bought and 1,314,795 shares sold, net +79,267 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 231 holders
| Vanguard Group Inc. | 0.01% | Reduce -0.9% | 6,136,100 | $415.6M |
| BlackRock Inc. | 0.01% | Add +2.2% | 4,408,401 | $298.6M |
| State Street Corp. | 0.01% | Reduce -0.3% | 1,874,636 | $128.6M |
| Principal Financial Group Inc. | 0.07% | Reduce -1.4% | 1,766,814 | $119.7M |
| Macquarie Group Ltd. | 0.09% | Reduce -2.6% | 1,091,772 | $73.9M |
| Geode Capital Management, LLC | 0.01% | Add +4.5% | 1,086,030 | $73.6M |
| Bank of America Corp. | 0.01% | Add +5.0% | 849,700 | $57.6M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +1.8% | 728,781 | $49.4M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -0.6% | 607,976 | $41.2M |
| Lasalle Investment Management Securities LLC | 1.74% | Add +18.4% | 601,485 | $40.7M |
| Norges Bank | 0.01% | Add +10.1% | 544,594 | $36.9M |
| Bank of New York Mellon Corp | 0.01% | Add +0.1% | 535,142 | $36.2M |
| Northern Trust Corp. | 0.01% | Reduce -2.3% | 512,625 | $34.7M |
| Sumitomo Mitsui Trust Group, Inc. | 0.02% | Add +16.0% | 472,959 | $32.0M |
| Land & Buildings Investment Management, LLC | 6.66% | Add +4.6% | 417,834 | $28.3M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.06% | — | 383,522 | $26.0M |
| GW&K Investment Management, LLC | 0.22% | Reduce -3.3% | 357,083 | $24.2M |
| Nuveen Asset Management, LLC | 0.01% | Add +155.0% | 292,233 | $19.8M |
| Legal & General Group Plc | 0.01% | Reduce -16.4% | 266,097 | $18.0M |
| Morgan Stanley | 0.00% | Reduce -2.9% | 200,493 | $13.6M |
| Deutsche Bank AG | 0.01% | Add +37.3% | 187,838 | $12.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -23.5% | 158,613 | $10.7M |
| Sound Income Strategies, LLC | 0.72% | Add +21963.3% | 153,119 | $10.4M |
| LSV Asset Management | 0.02% | Add +3.7% | 131,400 | $8.9M |
| Jupiter Asset Management Ltd. | 0.08% | Add +61.5% | 124,153 | $8.4M |
| Asset Management One Co., Ltd. | 0.03% | Reduce -12.7% | 119,819 | $8.1M |
| Goldman Sachs Group Inc. | 0.00% | Add +5.9% | 113,784 | $7.7M |
| Invesco Ltd. | 0.00% | Reduce -0.6% | 105,750 | $7.2M |
| First Trust Advisors LP | 0.01% | Reduce -18.5% | 99,222 | $6.7M |
| Swiss National Bank | 0.00% | No change | 85,620 | $5.8M |
| Rhumbline Advisers | 0.01% | Add +2.1% | 81,910 | $5.5M |
| Renaissance Technologies | 0.01% | Reduce -2.4% | 81,500 | $5.5M |
| Lee Danner & Bass Inc. | 0.39% | — | 75,140 | $5.1M |
| Wells Fargo & Company | 0.00% | Reduce -11.3% | 70,968 | $4.8M |
| Clayton Partners LLC | 3.76% | Reduce -1.2% | 69,062 | $4.7M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +18.5% | 66,354 | $4.5M |
| Prudential Financial Inc. | 0.01% | Reduce -17.4% | 64,034 | $4.3M |
| Russell Investments Group, Ltd. | 0.01% | Add +16.1% | 62,439 | $4.2M |
| Public Employees Retirement System of Ohio | 0.02% | Reduce -0.8% | 62,003 | $4.2M |
| UBS Group AG | 0.00% | Reduce -25.2% | 61,059 | $4.1M |
| Janus Henderson Group PLC | 0.00% | Reduce -0.4% | 59,625 | $4.0M |
| Alliancebernstein L.P. | 0.00% | Reduce -0.8% | 58,249 | $3.9M |
| Franklin Resources Inc. | 0.00% | Add +18.2% | 57,484 | $3.9M |
| Nepsis Inc. | 1.04% | Reduce -1.8% | 56,988 | $3.9M |
| DekaBank Deutsche Girozentrale | 0.01% | Add +3.6% | 57,466 | $3.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -70.5% | 56,088 | $3.8M |
| Nomura Asset Management Co. Ltd. | 0.01% | Add +5.5% | 53,850 | $3.6M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Add +50.6% | 51,054 | $3.5M |
| Pinnacle Financial Partners Inc | 0.07% | Reduce -0.3% | 45,942 | $3.1M |
| FMR LLC | 0.00% | Add +32.2% | 45,697 | $3.1M |
| State of Wisconsin Investment Board | 0.01% | Reduce -0.5% | 42,519 | $2.9M |
| California State Teachers Retirement System | 0.00% | Reduce -2.3% | 42,252 | $2.9M |
| Qube Research & Technologies Ltd | 0.01% | Add +1661.8% | 41,173 | $2.8M |
| Truist Financial Corp. | 0.00% | Add +4.9% | 38,031 | $2.6M |
| Pensionfund PDN | 1.35% | No change | 37,600 | $2.5M |
| Eisler Capital (US) LLC | 0.47% | Add +215.5% | 36,546 | $2.5M |
| ClariVest Asset Management LLC | 0.25% | New | 36,394 | $2.5M |
| Jane Street Group, LLC | 0.00% | Add +311.6% | 35,719 | $2.4M |
| Edgestream Partners, L.P. | 0.11% | New | 33,150 | $2.2M |
| Clark Capital Management Group, Inc. | 0.02% | New | 32,961 | $2.2M |
| HSBC Holdings PLC | 0.00% | Add +14.6% | 32,834 | $2.2M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -36.8% | 29,042 | $2.0M |
| T. Rowe Price Associates Inc. | 0.00% | Add +5.0% | 28,188 | $1.9M |
| Clearbridge Investments, LLC | 0.00% | Reduce -0.1% | 27,875 | $1.9M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Add +5.4% | 27,746 | $1.9M |
| AQR Capital Management | 0.00% | Add +427.2% | 27,588 | $1.9M |
| Wealthspire Retirement, LLC | 0.15% | No change | 27,133 | $1.8M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -0.6% | 26,005 | $1.8M |
| MetLife Investment Management, LLC | 0.01% | Add +19.1% | 25,208 | $1.7M |
| Two Sigma Advisers, LP | 0.00% | Reduce -22.9% | 24,900 | $1.7M |
| Ameriprise Financial Inc. | 0.00% | Reduce -6.6% | 24,579 | $1.7M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +4.1% | 24,051 | $1.6M |
| Amundi | 0.00% | Reduce -5.4% | 23,698 | $1.6M |
| Victory Capital Management Inc. | 0.00% | Add +334.1% | 23,666 | $1.6M |
| Campbell & CO Investment Adviser LLC | 0.14% | Add +71.8% | 23,502 | $1.6M |
| LPL Financial LLC | 0.00% | Add +20.1% | 22,719 | $1.5M |
| Corebridge Financial, Inc. | 0.01% | — | 22,519 | $1.5M |
| Citigroup Inc. | 0.00% | Add +3.3% | 21,816 | $1.5M |
| Teacher Retirement System of Texas | 0.01% | Reduce -19.2% | 21,561 | $1.5M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -2.7% | 21,370 | $1.4M |
| State of Alaska, Department of Revenue | 0.02% | Add +1.7% | 20,083 | $1.4M |
| American Century Companies Inc. | 0.00% | Add +8.5% | 19,250 | $1.3M |
| New York State Common Retirement Fund | 0.00% | Add +14.8% | 18,652 | $1.3M |
| Two Sigma Investments, LP | 0.00% | Reduce -40.7% | 18,651 | $1.3M |
| Guggenheim Capital LLC | 0.01% | Reduce -1.1% | 18,402 | $1.2M |
| Resona Asset Management Co.,Ltd. | 0.01% | Add +5.1% | 17,856 | $1.2M |
| Aberdeen Group plc | 0.00% | Reduce -2.7% | 17,596 | $1.2M |
| Voya Investment Management LLC | 0.00% | Add +24.1% | 17,205 | $1.2M |
| Ensign Peak Advisors, Inc | 0.00% | No change | 17,002 | $1.2M |
| Pensionfund Sabic | 0.34% | No change | 17,000 | $1.2M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -2.5% | 16,999 | $1.2M |
| Barclays PLC | 0.00% | Reduce -57.1% | 16,921 | $1.1M |
| Cwm, LLC | 0.01% | Reduce -10.5% | 16,839 | $1.1M |
| Gsa Capital Partners LLP | 0.08% | Add +113.7% | 16,451 | $1.1M |
| Vident Advisory, LLC | 0.03% | Add +19.3% | 15,950 | $1.1M |
| Nisa Investment Advisors, LLC | 0.01% | Reduce -20.9% | 15,726 | $1.1M |
| TBH Global Asset Management, LLC | 0.24% | Reduce -0.6% | 15,637 | $1.1M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 15,456 | $1.0M |
| Los Angeles Capital Management LLC | 0.00% | New | 15,399 | $1.0M |
| Susquehanna International Group, LLP | 0.00% | Reduce -60.5% | 15,391 | $1.0M |
"% of holder's portfolio" is NHI's weight in each manager's 13F, not the share of Natl Health Investors Inc. the manager owns.