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
Guggenheim Capital LLC 0.01% Reduce -1.9% 18,047 $1.5M
Schonfeld Strategic Advisors LLC 0.01% New 17,800 $1.5M
Commonwealth Equity Services, LLC 0.00% Add +3.8% 17,644 $1.5M
American Century Companies Inc. 0.00% Reduce -9.1% 17,505 $1.5M
AQR Capital Management 0.00% Reduce -37.9% 17,145 $1.4M
Ensign Peak Advisors, Inc 0.00% No change 17,002 $1.4M
Resona Asset Management Co.,Ltd. 0.01% Reduce -5.6% 16,850 $1.4M
Voya Investment Management LLC 0.00% Reduce -3.2% 16,651 $1.4M
Centiva Capital, LP 0.06% Add +52.8% 16,410 $1.4M
Vident Advisory, LLC 0.03% Add +0.4% 16,015 $1.3M
Cwm, LLC 0.01% Reduce -6.0% 15,821 $1.3M
TBH Global Asset Management, LLC 0.29% Add +0.6% 15,737 $1.3M
Susquehanna International Group, LLP 0.00% Add +1.6% 15,643 $1.3M
Graham Capital Management, L.P. 0.07% New 15,504 $1.3M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 15,456 $1.3M
Los Angeles Capital Management LLC 0.01% Reduce -1.3% 15,199 $1.3M
Monashee Investment Management LLC 0.14% New 15,000 $1.3M
Daiwa Securities Group Inc. 0.01% Add +7.6% 14,515 $1.2M
Handelsbanken Fonder AB 0.00% Add +9.3% 14,151 $1.2M
Alberta Investment Management Corp 0.01% No change 13,800 $1.2M
Nisa Investment Advisors, LLC 0.01% Reduce -17.2% 13,022 $1.1M
New York State Common Retirement Fund 0.00% Reduce -29.5% 13,152 $1.1M
Focus Partners Advisor Solutions, LLC 0.02% New 13,078 $1.1M
Pictet Asset Management Holding SA 0.00% No change 12,959 $1.1M
Gsa Capital Partners LLP 0.08% Reduce -22.6% 12,725 $1.1M
Arizona State Retirement System 0.01% Add +2.9% 12,504 $1.1M
Allianz Asset Management GmbH 0.00% New 12,033 $1.0M
UniSuper Management Pty Ltd 0.01% No change 11,700 $984K
State Board of Administration of Florida Retirement System 0.00% No change 11,171 $939K
Envestnet Asset Management Inc. 0.00% Reduce -9.4% 11,149 $937K
Crestline Management, L.P. 0.05% New 10,207 $858K
Credit Agricole S A 0.00% New 9,931 $835K
Sei Investments Co. 0.00% Reduce -11.4% 9,901 $832K
Schnieders Capital Management LLC 0.16% Reduce -5.5% 9,803 $824K
IFM Investors Pty Ltd 0.01% Reduce -0.0% 9,656 $812K
Captrust Financial Advisors 0.00% Add +0.8% 9,544 $802K
BNP Paribas Financial Markets 0.00% Reduce -10.3% 9,445 $794K
Family Legacy, Inc. 0.26% Reduce -0.7% 9,402 $790K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -5.5% 8,756 $736K
Stephens Inc. 0.01% Add +12.4% 8,566 $720K
Intech Investment Management LLC 0.01% New 8,563 $720K
Man Group plc 0.00% Reduce -26.0% 8,506 $715K
Point72 Asset Management 0.00% New 8,190 $688K
Sumitomo Mitsui DS Asset Management Company, Ltd 0.01% Add +12.5% 8,095 $680K
ProShare Advisors LLC 0.00% Add +41.4% 7,910 $665K
STRS Ohio 0.00% No change 7,800 $656K
Raymond James & Associates 0.00% Reduce -36.6% 7,799 $656K
Inceptionr LLC 0.16% Add +19.7% 7,797 $655K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Reduce -1.2% 7,266 $611K
Cornercap Investment Counsel Inc. 0.18% Reduce -49.2% 7,200 $605K
Pensionfund Sabic 0.18% Reduce -58.8% 7,000 $588K
Roman Butler Fullerton & Co. 0.17% Add +0.3% 7,396 $570K
Tidal Investments LLC 0.01% Add +3.9% 6,762 $568K
Van Eck Associates Corp. 0.00% Add +12.3% 7,192 $550K
Private Advisor Group, LLC 0.00% Reduce -15.6% 6,372 $536K
Nissay Asset Management Corp. /Japan 0.00% Add +2.8% 6,231 $524K
Royal Bank of Canada 0.00% Add +12.6% 5,873 $494K
Donoghue Forlines LLC 0.14% Add +0.8% 5,642 $474K
Atria Wealth Solutions, Inc. 0.01% Reduce -36.9% 5,429 $456K
Avantax Advisory Services, Inc. 0.00% Reduce -2.1% 5,423 $456K
Mirae Asset Global Investments Co., Ltd. 0.00% Add +91.3% 5,451 $452K
New York Life Investment Management LLC 0.00% Reduce -22.3% 5,369 $451K
Commerce Bank 0.00% Reduce -3.0% 5,351 $450K
Cambria Investment Management, L.P. 0.03% New 5,202 $437K
Central Valley Advisors, LLC 0.25% New 5,181 $436K
State of Wyoming 0.06% Add +40.2% 5,179 $435K
EMC Capital Management 0.29% Reduce -25.1% 2,120 $435K
Cetera Investment Advisers 0.00% Reduce -1.1% 5,023 $422K
Jump Financial, LLC 0.01% New 5,020 $422K
Benchmark Investment Advisors LLC 0.30% No change 5,000 $420K
SG Americas Securities, LLC 0.00% Reduce -51.9% 4,985 $419K
Inspire Investing, LLC 0.04% Reduce -6.3% 4,928 $414K
Versor Investments LP 0.07% Reduce -43.6% 4,900 $412K
DGS Capital Management, LLC 0.11% Reduce -5.5% 4,838 $407K
Public Employees Retirement Association of Colorado 0.00% No change 4,703 $395K
Focus Partners Wealth 0.00% No change 4,679 $393K
Monument Capital Management 0.11% New 4,586 $385K
Metis Global Partners, LLC 0.01% Add +31.2% 4,474 $376K
Vanguard Personalized Indexing Management, LLC 0.01% Add +7.2% 4,358 $366K
Quantinno Capital Management LP 0.00% No change 4,346 $365K
AlphaMark Advisors, LLC 0.13% New 4,307 $362K
Tudor Investment Corporation 0.00% New 4,288 $360K
Ameritas Investment Partners, Inc. 0.01% Add +3.4% 4,240 $356K
Neuberger Berman Group LLC 0.00% Reduce -8.9% 4,172 $351K
PNC Financial Services Group, Inc. 0.00% Add +1.9% 4,161 $350K
Stifel Financial Corp. 0.00% Reduce -12.8% 4,152 $349K
Brown Advisory Inc. 0.00% Reduce -54.9% 4,110 $345K
Robeco Institutional Asset Management B.V. 0.00% New 4,002 $336K
Trust Co 0.04% No change 3,969 $334K
M&T Bank Corp 0.00% Reduce -2.1% 3,911 $329K
Quantbot Technologies LP 0.01% New 3,845 $323K
New York State Teachers Retirement System 0.00% New 3,821 $321K
Aviance Capital Partners, LLC 0.04% Add +6.2% 3,788 $318K
Renaissance Group LLC 0.01% Reduce -10.1% 3,677 $309K
MQS Management LLC 0.17% Add +0.1% 3,595 $302K
Albert D Mason Inc. 0.19% Add +1.9% 3,541 $298K
Verition Fund Management LLC 0.00% New 3,484 $293K
Mariner, LLC 0.00% Add +9.8% 3,401 $286K
Connor, Clark & Lunn Investment Management Ltd. 0.00% New 3,355 $282K
Equitable Trust Co. 0.02% Reduce -33.0% 3,310 $278K
B. Riley Wealth Advisors, Inc. 0.01% Reduce -0.8% 3,108 $263K
Shayne & Jacobs, LLC 0.07% No change 3,100 $261K
Woodmont Investment Counsel LLC 0.02% No change 3,052 $257K
Chelsea Counsel Co. 0.13% No change 3,000 $255K
Landscape Capital Management, L.L.C. 0.03% New 2,991 $251K
CapWealth Advisors, LLC 0.03% New 2,988 $251K
Mackenzie Financial Corp. 0.00% New 2,898 $244K
Blue Trust, Inc. 0.00% Add +378.7% 3,557 $241K
Xponance LLC 0.00% New 2,738 $230K
AlphaQuest LLC 0.02% New 2,737 $230K
MML Investors Services, LLC 0.00% New 2,731 $230K
FMR LLC 0.00% Reduce -94.2% 2,653 $223K
Naples Global Advisors, LLC 0.02% New 2,575 $219K
Mgo One Seven LLC 0.01% New 2,545 $214K
Cadence Bank 0.01% New 2,500 $210K
Stock Yards Bank & Trust Co. 0.01% New 2,500 $210K
&partners 0.00% New 2,392 $201K
First Personal Financial Services 0.04% No change 2,325 $195K
Osaic Holdings, Inc. 0.00% Reduce -50.9% 1,930 $162K
Sterling Capital Management LLC 0.00% — 1,924 $162K
Bessemer Group Inc. 0.00% New 1,640 $138K
Allspring Global Investments Holdings, LLC 0.00% Reduce -6.9% 1,567 $132K
Amalgamated Bank 0.00% No change 1,467 $123K
KBC Group NV 0.00% No change 1,251 $105K
North Star Investment Management Corp. 0.01% No change 1,150 $97K
Caldwell Trust Co 0.01% No change 1,100 $92K
US Bancorp \de 0.00% Reduce -11.4% 1,019 $86K
Field & Main Bank 0.03% No change 1,000 $84K
USA Financial Formulas 0.01% Add +172.8% 922 $78K
Harbor Capital Advisors, Inc. 0.00% New 827 $70K
FIL Ltd 0.00% Reduce -68.5% 816 $69K
FinTrust Capital Advisors, LLC 0.01% New 681 $57K
Assetmark, Inc. 0.00% Add +27.8% 648 $54K
Lazard Asset Management LLC 0.00% New 624 $52K
CoreCap Advisors, LLC 0.00% New 600 $50K
Tower Research Capital LLC (TRC) 0.00% Reduce -93.0% 534 $45K
International Assets Investment Management, LLC 0.00% Add +1.1% 531 $45K
Allworth Financial LP 0.00% No change 488 $41K
Compass Wealth Management LLC 0.01% No change 475 $40K
Principal Securities, Inc. 0.00% Add +2.6% 469 $39K
Loomis Sayles & Co. L P 0.00% New 450 $38K
Point72 (DIFC) Ltd 0.00% New 421 $35K
Covestor Ltd 0.02% Add +2700.0% 420 $35K
Danske Bank A/S 0.00% New 400 $34K
CIBC Private Wealth Group LLC 0.00% Add +315.6% 374 $31K
Quarry LP 0.01% New 322 $27K
Signaturefd, LLC 0.00% Reduce -4.6% 230 $19K
Smartleaf Asset Management LLC 0.00% Add +182.7% 212 $18K
Steward Partners Investment Advisory, LLC 0.00% No change 172 $14K
Harbour Investments, Inc. 0.00% No change 170 $14K
CENTRAL TRUST Co 0.00% No change 168 $14K
GAMMA Investing LLC 0.00% Add +183.3% 153 $13K
Concourse Financial Group Securities, Inc. 0.00% Add +63.4% 134 $11K
WR Wealth Planners, LLC 0.00% No change 125 $11K
Acadian Asset Management LLC 0.00% Reduce -98.1% 130 $10K
Quadrant Capital Group LLC 0.00% No change 112 $9K
Darwin Wealth Management, LLC 0.00% New 104 $9K
Jones Financial Companies LLLP 0.00% New 101 $8K
Parallel Advisors, LLC 0.00% Add +8.2% 92 $8K
Richardson Financial Services Inc. 0.00% No change 113 $8K
Arax Advisory Partners 0.00% Reduce -6.2% 91 $8K
Pathway Financial Advisers, LLC 0.00% Add +1.2% 86 $7K
Bell Investment Advisors, Inc 0.00% No change 79 $7K
EverSource Wealth Advisors, LLC 0.00% Add +10.0% 77 $6K
Caitlin John, LLC 0.00% Add +2.5% 82 $6K
Johnson Financial Group, Inc. 0.00% New 69 $6K
Whittier Trust Co. 0.00% No change 63 $5K
Park Place Capital Corp 0.00% No change 50 $4K
CVA Family Office, LLC 0.00% No change 49 $4K
Sugarloaf Wealth Management, LLC 0.00% No change 44 $4K
Rothschild Investment LLC 0.00% Add +100.0% 40 $3K
Global Retirement Partners, LLC 0.00% No change 36 $3K
Lindbrook Capital, LLC 0.00% Reduce -45.0% 33 $3K
Earned Wealth Advisors, LLC 0.00% New 30 $3K
Mather Group, Llc. 0.00% Reduce -65.8% 26 $2K
Farther Finance Advisors, LLC 0.00% Add +5.9% 18 $2K
Hemington Wealth Management 0.00% New 19 $1K
Capital Advisors, Ltd. LLC 0.00% No change 6 $1K
Picton Mahoney Asset Management 0.00% New 13 $1K
Avior Wealth Management, LLC 0.00% No change 11 $924
Continuum Advisory, LLC 0.00% New 7 $541
Carolina Wealth Advisors, LLC 0.00% No change 4 $336
Dunhill Financial, LLC 0.00% New 3 $230

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