Natl Health InvestorsNHI

13F holders, Q2 2024 (June 30)
231holders +10
31new positions
22sold out
3famous investors
$67.69avg. 13F price*

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

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 → Q2 2024

InstitutionsTotal Value
New Positions31$14.4M
Exits22$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.

Show all 231 holders