Natl Health InvestorsNHI

13F holders, Q4 2024 (December 31)
277holders −6
28new positions
37sold out
6famous investors
$69.64avg. 13F price*

At the end of Q4 2024, 277 institutions reported holding Natl Health Investors Inc. (NHI) in their 13F filings, down 6 from Q3 2024. 28 opened new positions and 37 sold out. The largest holders were Vanguard Group Inc. ($445.1M), BlackRock, Inc. ($316.9M) and State Street Corp. ($132.8M). 6 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Natl Health Investors Inc.
Filed as
NATIONAL HEALTH INVS INC (Q4 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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions28$36.5M
Exits37$85.5M

All 13F filers, Q3 2024 → Q4 2024: 3,043,383 shares bought and 1,981,558 shares sold, net +1,061,825 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 277 holders

Vanguard Group Inc. 0.01% Add +1.6% 6,423,210 $445.1M
BlackRock, Inc. 0.01% Add +2.3% 4,573,090 $316.9M
State Street Corp. 0.01% Add +1.7% 1,891,846 $132.8M
Principal Financial Group Inc. 0.06% Add +5.3% 1,648,499 $114.2M
Macquarie Group Ltd. 0.09% Reduce -9.3% 1,114,222 $77.2M
Geode Capital Management, LLC 0.01% Add +1.8% 1,113,771 $77.2M
Charles Schwab Investment Management Inc. 0.01% Add +2.9% 876,839 $60.8M
Dimensional Fund Advisors LP 0.01% Add +3.4% 634,430 $44.0M
Bank of America Corp. 0.00% Reduce -20.6% 618,788 $42.9M
Northern Trust Corp. 0.01% Add +19.9% 613,791 $42.5M
Lasalle Investment Management Securities LLC 1.79% Add +1.0% 611,275 $42.4M
Norges Bank 0.01% Add +8.9% 610,700 $42.3M
Bank of New York Mellon Corp 0.01% Add +10.7% 557,420 $38.6M
Marshall Wace, LLP 0.05% Add +161.6% 551,585 $38.2M
Millennium Management 0.03% Add +1967.0% 488,353 $33.8M
Prudential Financial Inc. 0.05% Add +13.0% 476,371 $33.0M
Land & Buildings Investment Management, LLC 6.56% Add +109.4% 467,056 $32.4M
Sumitomo Mitsui Trust Group, Inc. 0.02% Add +0.5% 463,403 $32.1M
Centersquare Investment Management LLC 0.29% Add +35.9% 394,433 $27.3M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.06% Add +2.7% 390,116 $27.0M
Balyasny Asset Management L.P. 0.06% New 345,118 $23.9M
GW&K Investment Management, LLC 0.20% Reduce -2.1% 333,512 $23.1M
Nepsis Inc. 4.13% Add +58.9% 107,721 $16.5M
Morgan Stanley 0.00% Reduce -10.3% 237,813 $16.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -5.9% 228,086 $15.8M
Legal & General Group Plc 0.00% Reduce -8.5% 212,522 $14.7M
Qube Research & Technologies Ltd 0.02% Add +88.8% 205,658 $14.3M
Goldman Sachs Group Inc. 0.00% Add +8.1% 198,816 $13.8M
Sound Income Strategies, LLC 0.81% Add +11.5% 189,131 $13.1M
JPMorgan Chase & Co. 0.00% Add +8.2% 162,148 $11.2M
Nuveen Asset Management, LLC 0.00% Reduce -46.1% 156,838 $10.9M
Invesco Ltd. 0.00% Reduce -0.1% 125,025 $8.7M
Lighthouse Investment Partners, LLC 0.33% Add +53.1% 122,500 $8.5M
Deutsche Bank AG 0.00% Reduce -42.1% 119,079 $8.3M
Asset Management One Co., Ltd. 0.03% Reduce -3.8% 110,948 $7.6M
First Trust Advisors LP 0.01% Reduce -2.7% 105,529 $7.3M
UBS Group AG 0.00% Add +1.2% 102,717 $7.1M
Two Sigma Investments, LP 0.02% Add +34.6% 100,360 $7.0M
Citadel Advisors 0.01% Add +111.3% 90,955 $6.3M
Swiss National Bank 0.00% Add +7.2% 90,920 $6.3M
Easterly Investment Partners LLC 0.48% Add +32.9% 89,047 $6.2M
Rhumbline Advisers 0.00% Add +1.6% 79,309 $5.5M
Barclays PLC 0.00% Add +7.6% 77,122 $5.3M
Wells Fargo & Company 0.00% Add +8.3% 76,072 $5.3M
Tudor Investment Corporation 0.06% Add +1642.7% 74,728 $5.2M
Great Lakes Advisors, LLC 0.04% Reduce -3.4% 73,581 $5.1M
Lee Danner & Bass Inc. 0.40% Reduce -0.8% 72,517 $5.0M
Susquehanna International Group, LLP 0.01% Add +349.7% 70,346 $4.9M
CANADA LIFE ASSURANCE Co 0.01% Add +9.5% 67,322 $4.7M
Public Employees Retirement System of Ohio 0.02% Add +3.6% 64,748 $4.5M
Citigroup Inc. 0.00% Add +70.5% 61,571 $4.3M
Nomura Asset Management Co. Ltd. 0.01% Add +9.7% 60,130 $4.2M
State of Wisconsin Investment Board 0.01% Add +0.8% 58,710 $4.1M
Two Sigma Advisers, LP 0.01% Add +131.2% 57,800 $4.0M
Alliancebernstein L.P. 0.00% Reduce -1.8% 55,800 $3.9M
Clayton Partners LLC 2.61% Reduce -0.6% 54,538 $3.8M
Edgestream Partners, L.P. 0.16% Reduce -31.6% 53,395 $3.7M
DekaBank Deutsche Girozentrale 0.01% No change 53,209 $3.6M
Pinnacle Financial Partners Inc 0.07% Add +2.3% 50,602 $3.5M
Franklin Resources Inc. 0.00% Reduce -7.5% 45,454 $3.1M
California State Teachers Retirement System 0.00% Add +4.7% 42,896 $3.0M
Bank of Montreal 0.00% New 38,303 $2.7M
Truist Financial Corp. 0.00% Reduce -0.1% 36,235 $2.5M
Dark Forest Capital Management LP 0.37% Reduce -31.0% 36,007 $2.5M
HSBC Holdings PLC 0.00% Add +10.8% 35,996 $2.5M
Emmett Investment Management, LP 2.14% — 34,446 $2.4M
T. Rowe Price Associates Inc. 0.00% Add +12.3% 32,039 $2.2M
Raymond James Financial Inc. 0.00% — 32,027 $2.2M
Ameriprise Financial Inc. 0.00% Add +34.8% 30,598 $2.1M
Renaissance Technologies 0.00% Reduce -62.9% 30,500 $2.1M
Employees Retirement System of Texas 0.02% New 30,000 $2.1M
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Add +6.8% 29,795 $2.1M
Victory Capital Management Inc. 0.00% Add +21.8% 29,723 $2.1M
Voloridge Investment Management, LLC 0.01% New 28,333 $2.0M
Allianz Asset Management GmbH 0.00% Add +132.0% 27,912 $1.9M
State of New Jersey Common Pension Fund D 0.01% Add +7.9% 26,961 $1.9M
MetLife Investment Management, LLC 0.01% Add +5.1% 26,497 $1.8M
OVERSEA-CHINESE BANKING Corp Ltd 0.05% Add +9.5% 26,274 $1.8M
Wealthspire Retirement, LLC 0.14% Reduce -2.5% 24,835 $1.7M
Aberdeen Group plc 0.00% Add +28.2% 24,236 $1.7M
Quantbot Technologies LP 0.06% Add +515.3% 23,659 $1.6M
Manufacturers Life Insurance Company, The 0.00% Reduce -1.3% 23,468 $1.6M
Intech Investment Management LLC 0.02% Add +174.0% 23,461 $1.6M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +50.9% 23,321 $1.6M
LPL Financial LLC 0.00% Add +2.0% 22,842 $1.6M
Vestcor Inc 0.05% Reduce -42.9% 22,406 $1.6M
Graham Capital Management, L.P. 0.08% Add +42.9% 22,152 $1.5M
Amundi 0.00% Reduce -0.8% 22,404 $1.5M
Schroder Investment Management Group 0.00% Add +10.6% 22,267 $1.5M
Janus Henderson Group PLC 0.00% Add +12.0% 21,509 $1.5M
Corebridge Financial, Inc. 0.01% Reduce -7.0% 20,810 $1.4M
Janney Montgomery Scott LLC 0.00% Reduce -0.9% 20,814 $1.4M
State of Alaska, Department of Revenue 0.02% Add +1.0% 20,040 $1.4M
Martingale Asset Management L P 0.03% Reduce -13.1% 19,848 $1.4M
American Century Companies Inc. 0.00% Add +3.5% 18,113 $1.3M
AQR Capital Management 0.00% Add +5.1% 18,018 $1.2M
Resona Asset Management Co.,Ltd. 0.01% Add +6.8% 17,994 $1.2M
Guggenheim Capital LLC 0.01% Reduce -5.0% 17,152 $1.2M
KLP Kapitalforvaltning As 0.01% — 16,900 $1.2M
Ensign Peak Advisors, Inc 0.00% No change 17,002 $1.2M

"% 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 277 holders