Natl Health InvestorsNHI

13F holders, Q3 2024 (September 30)
283holders +52
66new positions
14sold out
6famous investors
$84.08avg. 13F price*

At the end of Q3 2024, 283 institutions reported holding Natl Health Investors Inc. (NHI) in their 13F filings, up 52 from Q2 2024. 66 opened new positions and 14 sold out. The largest holders were Vanguard Group Inc. ($531.4M), BlackRock, Inc. ($375.8M) and State Street Corp. ($158.1M). 6 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Natl Health Investors Inc.
Filed as
NATIONAL HEALTH INVS INC (Q3 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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions66$158.6M
Exits14$16.4M

All 13F filers, Q2 2024 → Q3 2024: 3,595,075 shares bought and 1,134,319 shares sold, net +2,460,756 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 283 holders

Vanguard Group Inc. 0.01% Add +3.0% 6,321,198 $531.4M
BlackRock, Inc. 0.01% — 4,471,129 $375.8M
State Street Corp. 0.01% Reduce -0.7% 1,860,717 $158.1M
Principal Financial Group Inc. 0.07% Reduce -11.4% 1,565,674 $131.6M
Macquarie Group Ltd. 0.11% Add +12.5% 1,227,884 $103.2M
Geode Capital Management, LLC 0.01% Add +0.8% 1,094,570 $92.0M
Charles Schwab Investment Management Inc. 0.01% Add +17.0% 852,377 $71.7M
Bank of America Corp. 0.01% Reduce -8.3% 779,618 $65.5M
Dimensional Fund Advisors LP 0.01% Add +1.0% 613,799 $51.6M
Lasalle Investment Management Securities LLC 1.95% Add +0.6% 605,045 $50.9M
Norges Bank 0.01% Add +3.0% 560,849 $47.1M
Northern Trust Corp. 0.01% Reduce -0.1% 511,983 $43.0M
Bank of New York Mellon Corp 0.01% Reduce -5.9% 503,715 $42.3M
Sumitomo Mitsui Trust Group, Inc. 0.03% Reduce -2.5% 461,124 $38.8M
Prudential Financial Inc. 0.05% Add +558.1% 421,435 $35.4M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.07% Reduce -1.0% 379,717 $31.9M
GW&K Investment Management, LLC 0.25% Reduce -4.5% 340,825 $28.6M
Zimmer Partners, LP 0.47% New 300,000 $25.2M
Nuveen Asset Management, LLC 0.01% Reduce -0.5% 290,876 $24.5M
Centersquare Investment Management LLC 0.23% New 290,247 $24.4M
Morgan Stanley 0.00% Add +32.2% 265,102 $22.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Add +332.1% 242,326 $20.4M
Legal & General Group Plc 0.01% Reduce -12.7% 232,219 $19.5M
Land & Buildings Investment Management, LLC 3.83% Reduce -46.6% 223,057 $18.8M
Marshall Wace, LLP 0.02% New 210,873 $17.7M
Deutsche Bank AG 0.01% Add +9.6% 205,844 $17.3M
Goldman Sachs Group Inc. 0.00% Add +61.6% 183,875 $15.5M
Sound Income Strategies, LLC 0.92% Add +10.8% 169,582 $14.3M
JPMorgan Chase & Co. 0.00% Reduce -5.5% 149,896 $12.6M
Invesco Ltd. 0.00% Add +18.3% 125,095 $10.5M
Jupiter Asset Management Ltd. 0.09% Reduce -0.5% 123,509 $10.4M
Waterfront Capital Partners, LLC 1.86% New 120,112 $10.1M
Asset Management One Co., Ltd. 0.03% Reduce -3.7% 115,336 $9.7M
Qube Research & Technologies Ltd 0.02% Add +164.5% 108,903 $9.2M
First Trust Advisors LP 0.01% Add +9.3% 108,502 $9.1M
UBS Group AG 0.00% Add +66.3% 101,513 $8.5M
Ranger Global Real Estate Advisors, LLC 3.63% New 100,000 $8.4M
Gillson Capital LP 0.70% New 91,578 $7.7M
Swiss National Bank 0.00% Reduce -0.9% 84,820 $7.1M
Renaissance Technologies 0.01% Add +0.9% 82,200 $6.9M
Lighthouse Investment Partners, LLC 0.36% New 80,000 $6.7M
Edgestream Partners, L.P. 0.29% Add +135.6% 78,088 $6.6M
Rhumbline Advisers 0.01% Reduce -4.7% 78,083 $6.6M
Great Lakes Advisors, LLC 0.05% New 76,199 $6.4M
Two Sigma Investments, LP 0.01% Add +299.8% 74,575 $6.3M
Arrowstreet Capital, Limited Partnership 0.01% Add +43.5% 73,279 $6.2M
Lee Danner & Bass Inc. 0.43% Reduce -2.7% 73,140 $6.1M
Barclays PLC 0.00% Add +323.8% 71,703 $6.0M
Wells Fargo & Company 0.00% Reduce -1.1% 70,219 $5.9M
Ghisallo Capital Management LLC 0.32% New 70,000 $5.9M
Russell Investments Group, Ltd. 0.01% Add +11.2% 69,429 $5.8M
Nepsis Inc. 1.35% Add +19.0% 67,808 $5.7M
Easterly Investment Partners LLC 0.45% New 67,000 $5.6M
APG Asset Management US Inc. 0.04% New 67,303 $5.6M
Public Employees Retirement System of Ohio 0.02% Add +0.8% 62,473 $5.3M
CANADA LIFE ASSURANCE Co 0.01% Reduce -7.3% 61,502 $5.2M
Jane Street Group, LLC 0.01% Add +68.3% 60,099 $5.1M
State of Wisconsin Investment Board 0.01% Add +36.9% 58,219 $4.9M
Alliancebernstein L.P. 0.00% Reduce -2.5% 56,800 $4.8M
Clayton Partners LLC 3.32% Reduce -20.6% 54,872 $4.6M
Nomura Asset Management Co. Ltd. 0.01% Add +1.8% 54,840 $4.6M
ExodusPoint Capital Management, LP 0.05% New 53,060 $4.5M
DekaBank Deutsche Girozentrale 0.01% Reduce -7.4% 53,209 $4.4M
Dark Forest Capital Management LP 0.56% Add +241.2% 52,156 $4.4M
Pinnacle Financial Partners Inc 0.08% Add +7.7% 49,488 $4.2M
Franklin Resources Inc. 0.00% Reduce -14.5% 49,153 $3.8M
Citadel Advisors 0.00% Add +471.5% 43,044 $3.6M
California State Teachers Retirement System 0.00% Reduce -3.0% 40,962 $3.4M
Vestcor Inc 0.10% New 39,225 $3.3M
Clark Capital Management Group, Inc. 0.02% Add +13.4% 37,395 $3.1M
Truist Financial Corp. 0.00% Reduce -4.7% 36,254 $3.0M
Citigroup Inc. 0.00% Add +65.5% 36,109 $3.0M
HSBC Holdings PLC 0.00% Reduce -1.1% 32,482 $2.7M
ClariVest Asset Management LLC 0.25% No change 36,394 $2.5M
Squarepoint Ops LLC 0.01% New 28,985 $2.4M
Thrivent Financial for Lutherans 0.00% New 28,858 $2.4M
T. Rowe Price Associates Inc. 0.00% Add +1.2% 28,519 $2.4M
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Add +0.6% 27,907 $2.3M
Raymond James Financial Services Advisors, Inc. 0.00% Reduce -0.1% 25,993 $2.2M
Wealthspire Retirement, LLC 0.17% Reduce -6.1% 25,467 $2.1M
MetLife Investment Management, LLC 0.01% Reduce -0.0% 25,201 $2.1M
Two Sigma Advisers, LP 0.00% Add +0.4% 25,000 $2.1M
State of New Jersey Common Pension Fund D 0.01% Reduce -14.0% 24,979 $2.1M
Victory Capital Management Inc. 0.00% Add +3.1% 24,405 $2.1M
OVERSEA-CHINESE BANKING Corp Ltd 0.06% New 23,992 $2.0M
Campbell & CO Investment Adviser LLC 0.15% Add +1.9% 23,945 $2.0M
Manufacturers Life Insurance Company, The 0.00% Reduce -1.1% 23,777 $2.0M
Millennium Management 0.00% New 23,626 $2.0M
Martingale Asset Management L P 0.04% New 22,848 $1.9M
Ameriprise Financial Inc. 0.00% Reduce -7.6% 22,704 $1.9M
LPL Financial LLC 0.00% Reduce -1.4% 22,393 $1.9M
Corebridge Financial, Inc. 0.01% Reduce -0.6% 22,381 $1.9M
Amundi 0.00% Reduce -4.7% 22,596 $1.8M
Janney Montgomery Scott LLC 0.00% Reduce -1.8% 20,997 $1.8M
Pensionfund PDN 0.77% Reduce -46.8% 20,000 $1.7M
Schroder Investment Management Group 0.00% Add +389.9% 20,134 $1.7M
State of Alaska, Department of Revenue 0.02% Reduce -1.2% 19,844 $1.7M
Janus Henderson Group PLC 0.00% Reduce -67.8% 19,209 $1.6M
Aberdeen Group plc 0.00% Add +7.4% 18,905 $1.6M
Teacher Retirement System of Texas 0.01% Reduce -15.5% 18,221 $1.5M

"% 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 283 holders