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
ExodusPoint Capital Management, LP 0.01% Reduce -68.6% 16,638 $1.2M
Commonwealth Equity Services, LLC 0.00% Reduce -6.3% 16,537 $1.1M
Engineers Gate Manager LP 0.02% New 16,459 $1.1M
TBH Global Asset Management, LLC 0.26% No change 15,737 $1.1M
Voya Investment Management LLC 0.00% Reduce -6.5% 15,566 $1.1M
Crestline Management, L.P. 0.04% Add +52.4% 15,551 $1.1M
State Board of Administration of Florida Retirement System 0.00% Add +39.0% 15,530 $1.1M
Cwm, LLC 0.00% Reduce -4.2% 15,153 $1.1M
Squarepoint Ops LLC 0.00% Reduce -47.8% 15,145 $1.0M
Daiwa Securities Group Inc. 0.00% Add +3.1% 14,971 $1.0M
Handelsbanken Fonder AB 0.00% No change 14,151 $981K
Alberta Investment Management Corp 0.01% No change 13,800 $956K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Add +86.3% 13,536 $938K
Arizona State Retirement System 0.01% Add +7.3% 13,412 $929K
Pictet Asset Management Holding SA 0.00% Add +1.8% 13,197 $915K
New York State Common Retirement Fund 0.00% No change 13,152 $911K
Cubist Systematic Strategies, LLC 0.01% New 13,118 $909K
Vident Advisory, LLC 0.02% Reduce -22.0% 12,490 $866K
Susquehanna Fundamental Investments, LLC 0.01% — 12,390 $859K
Capital Fund Management S.A. 0.01% New 12,199 $845K
Nisa Investment Advisors, LLC 0.00% Reduce -9.2% 11,829 $831K
ProShare Advisors LLC 0.00% Add +49.0% 11,787 $817K
UniSuper Management Pty Ltd 0.01% No change 11,700 $811K
Point72 Asset Management 0.00% Add +32.2% 10,827 $750K
Russell Investments Group, Ltd. 0.00% Reduce -85.2% 10,287 $713K
Man Group plc 0.00% Add +19.9% 10,200 $707K
Envestnet Asset Management Inc. 0.00% Reduce -9.7% 10,065 $698K
Sei Investments Co. 0.00% Add +1.2% 10,021 $695K
Credit Agricole S A 0.00% No change 9,931 $688K
IFM Investors Pty Ltd 0.01% No change 9,656 $669K
AlphaQuest LLC 0.09% Add +252.2% 9,640 $668K
Captrust Financial Advisors 0.00% Add +0.1% 9,554 $662K
BNP Paribas Financial Markets 0.00% Reduce -1.8% 9,279 $643K
Schnieders Capital Management LLC 0.13% Reduce -5.9% 9,227 $639K
Family Legacy, Inc. 0.22% Reduce -0.1% 9,390 $636K
Campbell & CO Investment Adviser LLC 0.05% Reduce -61.9% 9,122 $632K
Sumitomo Mitsui DS Asset Management Company, Ltd 0.01% Add +12.0% 9,064 $628K
Teacher Retirement System of Texas 0.00% Reduce -50.3% 9,057 $628K
Police & Firemen's Retirement System of New Jersey 0.01% — 8,912 $618K
Stephens Inc. 0.01% Reduce -5.5% 8,096 $561K
Pensionfund PDN 0.34% Reduce -60.0% 8,000 $554K
Van Eck Associates Corp. 0.00% Add +10.7% 7,959 $552K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -9.5% 7,926 $549K
STRS Ohio 0.00% No change 7,800 $541K
Sagespring Wealth Partners, LLC 0.01% — 7,748 $537K
Royal Bank of Canada 0.00% Add +31.4% 7,719 $534K
Cornercap Investment Counsel Inc. 0.16% No change 7,200 $499K
Roman Butler Fullerton & Co. 0.16% Reduce -6.5% 6,916 $490K
Pensionfund Sabic 0.13% No change 7,000 $485K
Cambria Investment Management, L.P. 0.03% Add +32.9% 6,914 $479K
Los Angeles Capital Management LLC 0.00% Reduce -55.1% 6,825 $473K
Nissay Asset Management Corp. /Japan 0.00% Add +4.0% 6,479 $446K
Verition Fund Management LLC 0.00% Add +72.9% 6,025 $418K
Private Advisor Group, LLC 0.00% Reduce -8.0% 5,860 $406K
Brevan Howard Capital Management LP 0.01% New 5,806 $402K
Centiva Capital, LP 0.02% Reduce -64.7% 5,786 $401K
Inspire Investing, LLC 0.04% Add +17.2% 5,775 $400K
Versor Investments LP 0.07% Add +15.1% 5,642 $391K
Kestra Advisory Services, LLC 0.00% New 5,570 $386K
Baird Financial Group, Inc. 0.00% New 5,550 $385K
Stifel Financial Corp. 0.00% Add +31.1% 5,445 $377K
Avantax Advisory Services, Inc. 0.00% Reduce -1.2% 5,358 $371K
Commerce Bank 0.00% Reduce -1.0% 5,297 $367K
Central Valley Advisors, LLC 0.16% No change 5,181 $359K
Benchmark Investment Advisors LLC 0.23% No change 5,000 $347K
Metis Global Partners, LLC 0.01% Add +11.3% 4,982 $345K
Vanguard Personalized Indexing Management, LLC 0.01% Add +11.9% 4,877 $338K
Focus Partners Wealth 0.00% Add +4.0% 4,867 $337K
Focus Partners Advisor Solutions, LLC 0.01% Reduce -63.9% 4,721 $327K
Public Employees Retirement Association of Colorado 0.00% No change 4,703 $326K
Quantinno Capital Management LP 0.00% Add +2.3% 4,445 $308K
Cetera Investment Advisers 0.00% Reduce -11.8% 4,429 $307K
Aviance Capital Partners, LLC 0.04% Add +14.3% 4,330 $300K
Mariner, LLC 0.00% Add +26.3% 4,295 $298K
Ameritas Investment Partners, Inc. 0.01% No change 4,240 $294K
Brown Advisory Inc. 0.00% Add +1.3% 4,162 $288K
Atria Wealth Solutions, Inc. 0.00% Reduce -26.6% 3,982 $276K
Trust Co 0.03% No change 3,969 $275K
Robeco Institutional Asset Management B.V. 0.00% Reduce -1.9% 3,927 $272K
Neuberger Berman Group LLC 0.00% Reduce -6.1% 3,916 $271K
Cibc World Markets Corp. 0.00% New 3,916 $271K
Wolverine Trading, LLC 0.01% New 3,928 $271K
OMERS ADMINISTRATION Corp 0.00% New 3,900 $270K
New York State Teachers Retirement System 0.00% No change 3,821 $265K
Jane Street Group, LLC 0.00% Reduce -93.7% 3,812 $264K
M&T Bank Corp 0.00% Reduce -2.8% 3,801 $263K
Tidal Investments LLC 0.00% Reduce -45.2% 3,705 $257K
NewEdge Wealth, LLC 0.00% New 3,681 $255K
PNC Financial Services Group, Inc. 0.00% Reduce -12.3% 3,651 $253K
DGS Capital Management, LLC 0.06% Reduce -26.4% 3,561 $247K
Albert D Mason Inc. 0.16% Add +0.5% 3,558 $247K
EP Wealth Advisors, LLC 0.00% New 3,531 $245K
Renaissance Group LLC 0.01% Reduce -6.0% 3,458 $240K
FMR LLC 0.00% Add +30.2% 3,454 $239K
CapWealth Advisors, LLC 0.03% Add +15.3% 3,446 $239K
Equitable Trust Co. 0.01% No change 3,310 $229K
Wealth Enhancement Advisory Services, LLC 0.00% New 3,254 $226K
Allspring Global Investments Holdings, LLC 0.00% Add +100.4% 3,140 $218K
Shayne & Jacobs, LLC 0.06% No change 3,100 $215K
Sterling Capital Management LLC 0.00% Add +61.1% 3,099 $215K
Chelsea Counsel Co. 0.11% No change 3,000 $211K
Inceptionr LLC 0.05% Reduce -61.5% 3,005 $208K
Fairvoy Private Wealth, LLC 0.06% — 3,000 $208K
Xponance LLC 0.00% Add +9.5% 2,997 $208K
Landscape Capital Management, L.L.C. 0.02% Reduce -2.8% 2,908 $202K
Mackenzie Financial Corp. 0.00% Reduce -0.1% 2,895 $201K
EMC Capital Management 0.11% Add +33.5% 2,831 $196K
KBC Group NV 0.00% Add +61.4% 2,019 $140K
State of Wyoming 0.02% Reduce -64.7% 1,826 $127K
Amalgamated Bank 0.00% No change 1,467 $102K
Mirae Asset Global Investments Co., Ltd. 0.00% Reduce -76.3% 1,290 $89K
Osaic Holdings, Inc. 0.00% Reduce -36.4% 1,228 $85K
NewEdge Advisors, LLC 0.00% New 1,201 $83K
North Star Investment Management Corp. 0.01% No change 1,150 $80K
Caldwell Trust Co 0.01% No change 1,100 $76K
Field & Main Bank 0.02% No change 1,000 $69K
US Bancorp \de 0.00% Reduce -2.2% 997 $69K
Blue Trust, Inc. 0.00% Reduce -72.8% 966 $67K
FIL Ltd 0.00% Add +18.0% 963 $67K
Venturi Wealth Management, LLC 0.00% New 905 $63K
Jones Financial Companies LLLP 0.00% Add +781.2% 890 $62K
GF Fund Management Co. LTD. 0.00% — 840 $58K
MAI Capital Management 0.00% New 800 $55K
Point72 (DIFC) Ltd 0.00% Add +73.9% 732 $51K
Assetmark, Inc. 0.00% Add +5.7% 685 $47K
Loomis Sayles & Co. L P 0.00% Add +42.0% 639 $44K
Allworth Financial LP 0.00% Add +9.2% 533 $36K
Tower Research Capital LLC (TRC) 0.00% Reduce -8.8% 487 $34K
S&T Bank 0.01% New 475 $33K
Compass Wealth Management LLC 0.01% No change 475 $33K
Covestor Ltd 0.02% Reduce -0.2% 419 $29K
Harbor Capital Advisors, Inc. 0.00% Reduce -62.9% 307 $21K
CoreCap Advisors, LLC 0.00% Reduce -50.0% 300 $21K
Smartleaf Asset Management LLC 0.00% Add +39.1% 295 $20K
USA Financial Formulas 0.00% Reduce -69.7% 279 $19K
Signaturefd, LLC 0.00% Reduce -6.5% 215 $15K
Principal Securities, Inc. 0.00% Reduce -56.7% 203 $14K
EverSource Wealth Advisors, LLC 0.00% Add +133.8% 180 $12K
Steward Partners Investment Advisory, LLC 0.00% No change 172 $12K
Harbour Investments, Inc. 0.00% No change 170 $12K
CENTRAL TRUST Co 0.00% No change 168 $12K
GAMMA Investing LLC 0.00% Add +2.0% 156 $11K
Promethos Capital, LLC 0.00% New 150 $10K
Concourse Financial Group Securities, Inc. 0.00% Add +6.0% 142 $10K
WR Wealth Planners, LLC 0.00% No change 125 $9K
Northwestern Mutual Wealth Management Co. 0.00% New 123 $9K
Coppell Advisory Solutions LLC 0.00% New 122 $8K
Synergy Asset Management, LLC 0.00% New 94 $8K
Quadrant Capital Group LLC 0.00% No change 112 $8K
Aster Capital Management (DIFC) Ltd 0.00% New 106 $7K
Darwin Wealth Management, LLC 0.00% Add +1.0% 105 $7K
CIBC Private Wealth Group LLC 0.00% Reduce -71.7% 106 $7K
Parallel Advisors, LLC 0.00% Add +3.3% 95 $7K
Arax Advisory Partners 0.00% No change 91 $6K
Pathway Financial Advisers, LLC 0.00% Add +1.2% 87 $6K
Caitlin John, LLC 0.00% No change 82 $6K
Bell Investment Advisors, Inc 0.00% No change 79 $5K
Whittier Trust Co. 0.00% No change 63 $4K
Johnson Financial Group, Inc. 0.00% Reduce -23.2% 53 $4K
CVA Family Office, LLC 0.00% No change 49 $3K
Sugarloaf Wealth Management, LLC 0.00% No change 44 $3K
Bessemer Group Inc. 0.00% Reduce -97.6% 40 $3K
Lindbrook Capital, LLC 0.00% No change 33 $2K
Mather Group, Llc. 0.00% No change 26 $2K
Sierra Ocean, LLC 0.00% — 21 $1K
Rothschild Investment LLC 0.00% Reduce -50.0% 20 $1K
Farther Finance Advisors, LLC 0.00% No change 18 $1K
Hemington Wealth Management 0.00% No change 19 $1K
Picton Mahoney Asset Management 0.00% No change 13 $1K
Global Retirement Partners, LLC 0.00% Reduce -66.7% 12 $832
Avior Wealth Management, LLC 0.00% No change 11 $762
Continuum Advisory, LLC 0.00% No change 7 $485
SOA Wealth Advisors, LLC. 0.00% New 6 $416
WPG Advisers, LLC 0.00% — 5 $347
Dunhill Financial, LLC 0.00% No change 3 $189
Summit Securities Group LLC 0.00% New 1 $69
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.