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
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 |
| Dark Forest Capital Management LP | 0.19% | Add +92.3% | 15,285 | $1.0M |
| Taika Capital, LP | 0.77% | Reduce -33.0% | 14,335 | $971K |
| Cornercap Investment Counsel Inc. | 0.16% | Reduce -0.9% | 14,169 | $960K |
| Alberta Investment Management Corp | 0.01% | New | 13,800 | $935K |
| Daiwa Securities Group Inc. | 0.00% | Reduce -4.2% | 13,488 | $914K |
| Pictet Asset Management Holding SA | 0.00% | Add +15.4% | 12,959 | $878K |
| Handelsbanken Fonder AB | 0.00% | No change | 12,951 | $877K |
| Envestnet Asset Management Inc. | 0.00% | Add +0.5% | 12,313 | $834K |
| Raymond James & Associates | 0.00% | Reduce -18.3% | 12,295 | $833K |
| Arizona State Retirement System | 0.01% | Add +1.9% | 12,152 | $823K |
| UniSuper Management Pty Ltd | 0.01% | Reduce -2.5% | 11,700 | $792K |
| Man Group plc | 0.00% | Add +17.4% | 11,500 | $779K |
| Sei Investments Co. | 0.00% | Add +32.7% | 11,175 | $757K |
| State Board of Administration of Florida Retirement System | 0.00% | Reduce -17.6% | 11,171 | $757K |
| Centiva Capital, LP | 0.04% | Reduce -30.7% | 10,743 | $728K |
| BNP Paribas Financial Markets | 0.00% | Reduce -51.8% | 10,535 | $714K |
| Schnieders Capital Management LLC | 0.14% | Reduce -9.1% | 10,379 | $703K |
| SG Americas Securities, LLC | 0.00% | Reduce -49.5% | 10,369 | $702K |
| IFM Investors Pty Ltd | 0.01% | New | 9,659 | $654K |
| Captrust Financial Advisors | 0.00% | Reduce -0.9% | 9,467 | $641K |
| Family Legacy, Inc. | 0.23% | Reduce -1.1% | 9,467 | $641K |
| Algert Global LLC | 0.02% | New | 9,273 | $628K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -4.4% | 9,261 | $627K |
| Brown Advisory Inc. | 0.00% | No change | 9,110 | $617K |
| Versor Investments LP | 0.11% | Reduce -11.8% | 8,687 | $588K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +1.0% | 8,608 | $583K |
| STRS Ohio | 0.00% | Add +4.0% | 7,800 | $528K |
| Roman Butler Fullerton & Co. | 0.17% | Reduce -4.9% | 7,376 | $521K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +1132.7% | 7,680 | $520K |
| Stephens Inc. | 0.01% | Add +0.6% | 7,621 | $516K |
| Private Advisor Group, LLC | 0.00% | Add +22.6% | 7,550 | $511K |
| Citadel Advisors | 0.00% | Reduce -74.0% | 7,532 | $510K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Add +0.2% | 7,352 | $498K |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.01% | No change | 7,193 | $487K |
| AdvisorShares Investments LLC | 0.08% | New | 7,175 | $485K |
| New York Life Investment Management LLC | 0.00% | Add +10.7% | 6,909 | $468K |
| Acadian Asset Management LLC | 0.00% | New | 6,758 | $457K |
| Inceptionr LLC | 0.12% | Reduce -18.8% | 6,516 | $441K |
| Tidal Investments LLC | 0.01% | Add +38.4% | 6,508 | $441K |
| Van Eck Associates Corp. | 0.00% | Add +7.0% | 6,404 | $434K |
| Nissay Asset Management Corp. /Japan | 0.00% | Add +7.5% | 6,059 | $410K |
| Donoghue Forlines LLC | 0.11% | Reduce -0.6% | 5,599 | $379K |
| ProShare Advisors LLC | 0.00% | Reduce -25.4% | 5,596 | $379K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -8.9% | 5,475 | $376K |
| Avantax Advisory Services, Inc. | 0.00% | New | 5,538 | $375K |
| Commerce Bank | 0.00% | No change | 5,516 | $374K |
| Inspire Investing, LLC | 0.04% | Reduce -8.4% | 5,258 | $356K |
| Royal Bank of Canada | 0.00% | Add +97.8% | 5,218 | $354K |
| DGS Capital Management, LLC | 0.10% | Add +38.8% | 5,122 | $347K |
| Cetera Investment Advisers | 0.00% | Add +40.1% | 5,077 | $344K |
| Benchmark Investment Advisors LLC | 0.25% | No change | 5,000 | $339K |
| Equitable Trust Co. | 0.02% | No change | 4,940 | $335K |
| Stifel Financial Corp. | 0.00% | Reduce -21.5% | 4,762 | $323K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 4,703 | $319K |
| Focus Partners Wealth | 0.00% | No change | 4,679 | $317K |
| Neuberger Berman Group LLC | 0.00% | New | 4,579 | $310K |
| Quantinno Capital Management LP | 0.01% | Add +2.2% | 4,346 | $294K |
| Schroder Investment Management Group | 0.00% | Add +27.8% | 4,110 | $278K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -5.2% | 4,101 | $278K |
| Renaissance Group LLC | 0.01% | Add +2.3% | 4,090 | $277K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -1.1% | 4,085 | $277K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | New | 4,064 | $275K |
| M&T Bank Corp | 0.00% | Reduce -0.2% | 3,995 | $271K |
| Trust Co | 0.03% | No change | 3,969 | $269K |
| Osaic Holdings, Inc. | 0.00% | Reduce -28.6% | 3,927 | $266K |
| State of Wyoming | 0.04% | Add +127.8% | 3,693 | $250K |
| MQS Management LLC | 0.15% | New | 3,593 | $243K |
| Aviance Capital Partners, LLC | 0.03% | New | 3,567 | $242K |
| Albert D Mason Inc. | 0.16% | Add +2.4% | 3,475 | $235K |
| Metis Global Partners, LLC | 0.01% | New | 3,409 | $231K |
| Atlas Financial Advisors, Inc. | 0.37% | Reduce -13.9% | 3,294 | $223K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | New | 3,241 | $220K |
| B. Riley Wealth Advisors, Inc. | 0.01% | New | 3,134 | $215K |
| Shayne & Jacobs, LLC | 0.06% | New | 3,100 | $210K |
| Mariner, LLC | 0.00% | New | 3,099 | $210K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 3,094 | $210K |
| Woodmont Investment Counsel LLC | 0.02% | New | 3,052 | $207K |
| Chelsea Counsel Co. | 0.10% | No change | 3,000 | $206K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -98.6% | 2,850 | $193K |
| EMC Capital Management | 0.11% | No change | 2,831 | $192K |
| FIL Ltd | 0.00% | New | 2,590 | $175K |
| First Personal Financial Services | 0.04% | No change | 2,325 | $157K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -35.1% | 1,683 | $114K |
| Amalgamated Bank | 0.00% | Add +2.6% | 1,467 | $99K |
| KBC Group NV | 0.00% | Add +38.4% | 1,251 | $85K |
| North Star Investment Management Corp. | 0.01% | No change | 1,150 | $78K |
| US Bancorp \de | 0.00% | Add +0.3% | 1,150 | $78K |
| Caldwell Trust Co | 0.01% | No change | 1,100 | $75K |
| Field & Main Bank | 0.03% | No change | 1,000 | $68K |
| Blue Trust, Inc. | 0.00% | Add +2651.8% | 743 | $47K |
| International Assets Investment Management, LLC | 0.00% | New | 525 | $36K |
| Allworth Financial LP | 0.00% | No change | 488 | $35K |
| Assetmark, Inc. | 0.00% | Add +1.4% | 507 | $34K |
| Compass Wealth Management LLC | 0.01% | No change | 475 | $32K |
| Principal Securities, Inc. | 0.00% | Add +52.3% | 457 | $31K |
| SYSTM Wealth Solutions LLC | 0.01% | No change | 351 | $24K |
| USA Financial Formulas | 0.00% | New | 338 | $23K |
| Signaturefd, LLC | 0.00% | Add +106.0% | 241 | $16K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -21.8% | 172 | $12K |
| Harbour Investments, Inc. | 0.00% | No change | 170 | $12K |
| CENTRAL TRUST Co | 0.00% | No change | 168 | $11K |
| WR Wealth Planners, LLC | 0.00% | No change | 125 | $8K |
| Cornerstone Planning Group LLC | 0.00% | New | 111 | $8K |
| Richardson Financial Services Inc. | 0.01% | New | 113 | $8K |
| Quadrant Capital Group LLC | 0.00% | Reduce -7.4% | 112 | $8K |
| Arax Advisory Partners | 0.00% | Add +646.1% | 97 | $7K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 90 | $6K |
| Parallel Advisors, LLC | 0.00% | Add +13.3% | 85 | $6K |
| Pathway Financial Advisers, LLC | 0.00% | Add +2.4% | 85 | $6K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 82 | $6K |
| Caitlin John, LLC | 0.00% | Add +1.3% | 80 | $5K |
| Bell Investment Advisors, Inc | 0.00% | No change | 79 | $5K |
| Gradient Investments LLC | 0.00% | No change | 78 | $5K |
| EverSource Wealth Advisors, LLC | 0.00% | New | 70 | $5K |
| Smartleaf Asset Management LLC | 0.00% | New | 75 | $5K |
| Mather Group, Llc. | 0.00% | No change | 76 | $5K |
| Whittier Trust Co. | 0.00% | No change | 63 | $4K |
| Lindbrook Capital, LLC | 0.00% | No change | 60 | $4K |
| GAMMA Investing LLC | 0.00% | Add +575.0% | 54 | $4K |
| Park Place Capital Corp | 0.00% | No change | 50 | $3K |
| CVA Family Office, LLC | 0.00% | New | 49 | $3K |
| Sugarloaf Wealth Management, LLC | 0.00% | No change | 44 | $3K |
| Global Retirement Partners, LLC | 0.00% | Add +38.5% | 36 | $2K |
| Rothschild Investment LLC | 0.00% | Add +300.0% | 20 | $1K |
| Farther Finance Advisors, LLC | 0.00% | No change | 17 | $1K |
| Covestor Ltd | 0.00% | Reduce -92.8% | 15 | $1K |
| Avior Wealth Management, LLC | 0.00% | Reduce -42.1% | 11 | $745 |
| Strategic Financial Concepts, LLC | 0.00% | New | 41,847 | $557 |
| Concord Wealth Partners | 0.00% | New | 6 | $406 |
| Carolina Wealth Advisors, LLC | 0.00% | No change | 4 | $271 |
| 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.