Natl Health InvestorsNHI

13F holders, Q1 2025 (March 31)
285holders +8
39new positions
31sold out
6famous investors
$73.92avg. 13F price*

At the end of Q1 2025, 285 institutions reported holding Natl Health Investors Inc. (NHI) in their 13F filings, up 8 from Q4 2024. 39 opened new positions and 31 sold out. The largest holders were Vanguard Group Inc. ($469.4M), BlackRock, Inc. ($337.9M) and State Street Corp. ($144.1M). 6 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Steve Cohen (0.0% of Point72 Asset Management's portfolio).

Company
Natl Health Investors Inc.
Filed as
NATIONAL HEALTH INVS INC (Q1 2025)
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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions39$48.0M
Exits31$14.9M

All 13F filers, Q4 2024 → Q1 2025: 2,258,843 shares bought and 1,629,308 shares sold, net +629,535 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 285 holders

Vanguard Group Inc. 0.01% Reduce -1.1% 6,355,111 $469.4M
BlackRock, Inc. 0.01% Add +0.0% 4,574,851 $337.9M
State Street Corp. 0.01% Add +1.9% 1,927,569 $144.1M
Principal Financial Group Inc. 0.07% Reduce -1.2% 1,628,491 $120.3M
Geode Capital Management, LLC 0.01% Add +5.8% 1,178,894 $87.1M
Macquarie Group Ltd. 0.10% Reduce -5.6% 1,051,584 $77.7M
Bank of America Corp. 0.01% Add +42.0% 878,476 $64.9M
Charles Schwab Investment Management Inc. 0.01% Reduce -12.2% 770,338 $56.9M
Norges Bank 0.01% Add +4.8% 639,898 $47.3M
Dimensional Fund Advisors LP 0.01% Reduce -0.0% 634,318 $46.9M
Northern Trust Corp. 0.01% Add +0.1% 614,391 $45.4M
Bank of New York Mellon Corp 0.01% Add +5.6% 588,871 $43.5M
Land & Buildings Investment Management, LLC 9.17% Add +25.7% 586,946 $43.4M
Marshall Wace, LLP 0.06% Add +5.8% 583,435 $43.1M
Lasalle Investment Management Securities LLC 1.89% Reduce -4.6% 583,247 $43.1M
Centersquare Investment Management LLC 0.38% Add +25.7% 495,971 $36.6M
Sumitomo Mitsui Trust Group, Inc. 0.03% Add +3.3% 478,900 $35.4M
Prudential Financial Inc. 0.04% Reduce -11.2% 423,067 $31.2M
Balyasny Asset Management L.P. 0.07% Add +6.8% 368,474 $27.2M
GW&K Investment Management, LLC 0.22% Reduce -3.3% 322,374 $23.8M
JPMorgan Chase & Co. 0.00% Add +83.2% 297,013 $21.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +9.6% 249,937 $18.5M
Legal & General Group Plc 0.00% Add +5.2% 223,524 $16.5M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.04% Reduce -43.0% 222,507 $16.4M
Morgan Stanley 0.00% Reduce -8.2% 218,305 $16.1M
Gillson Capital LP 1.35% New 214,200 $15.8M
MetLife Investment Management, LLC 0.09% Add +706.6% 213,730 $15.8M
Sound Income Strategies, LLC 0.93% Add +12.7% 213,082 $15.7M
UBS Group AG 0.00% Add +95.0% 200,251 $14.8M
Goldman Sachs Group Inc. 0.00% Reduce -8.7% 181,617 $13.4M
Qube Research & Technologies Ltd 0.02% Reduce -16.5% 171,695 $12.7M
Bowen Hanes & Co. Inc. 0.29% New 140,000 $10.3M
Nuveen, LLC 0.00% — 137,092 $10.1M
Invesco Ltd. 0.00% Add +1.6% 127,008 $9.4M
Two Sigma Investments, LP 0.02% Add +20.5% 120,942 $8.9M
Deutsche Bank AG 0.00% Reduce -6.9% 110,882 $8.2M
Millennium Management 0.01% Reduce -77.7% 108,993 $8.1M
Dark Forest Capital Management LP 0.34% Add +180.2% 100,905 $7.5M
Asset Management One Co., Ltd. 0.03% Reduce -9.7% 100,205 $7.4M
Two Sigma Advisers, LP 0.02% Add +65.2% 95,500 $7.1M
Easterly Investment Partners LLC 0.55% No change 89,047 $6.6M
Swiss National Bank 0.00% Reduce -3.2% 88,020 $6.5M
Susquehanna International Group, LLP 0.01% Add +22.3% 86,064 $6.4M
First Trust Advisors LP 0.01% Reduce -23.6% 80,572 $6.0M
Lighthouse Investment Partners, LLC 0.27% Reduce -35.7% 78,800 $5.8M
Rhumbline Advisers 0.01% Reduce -3.4% 76,652 $5.7M
CANADA LIFE ASSURANCE Co 0.01% Add +11.0% 74,749 $5.5M
Wells Fargo & Company 0.00% Reduce -7.3% 70,540 $5.2M
Jane Street Group, LLC 0.01% Add +1728.4% 69,697 $5.1M
Citigroup Inc. 0.00% Add +11.3% 68,520 $5.1M
Public Employees Retirement System of Ohio 0.02% Reduce -0.7% 64,275 $4.7M
Lee Danner & Bass Inc. 0.38% Reduce -12.5% 63,431 $4.7M
Nomura Asset Management Co. Ltd. 0.01% Add +4.4% 62,750 $4.6M
Nepsis Inc. 1.11% Reduce -43.6% 60,776 $4.5M
Barclays PLC 0.00% Reduce -21.7% 60,372 $4.5M
Woodmont Investment Counsel LLC 0.31% New 58,261 $4.3M
State of Wisconsin Investment Board 0.01% Reduce -1.5% 57,803 $4.3M
Allianz Asset Management GmbH 0.01% Add +104.0% 56,928 $4.2M
Alliancebernstein L.P. 0.00% Add +0.1% 55,834 $4.1M
DekaBank Deutsche Girozentrale 0.01% Add +4.3% 55,482 $4.1M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.03% — 55,100 $4.1M
Pinnacle Financial Partners Inc 0.08% Reduce -0.2% 50,502 $3.7M
Schonfeld Strategic Advisors LLC 0.02% New 49,832 $3.7M
Bank of Montreal 0.00% Add +27.3% 48,760 $3.6M
Clayton Partners LLC 3.08% Reduce -12.0% 48,006 $3.5M
Franklin Resources Inc. 0.00% Add +0.0% 45,463 $3.4M
HSBC Holdings PLC 0.00% Add +23.7% 44,533 $3.3M
Meritage Portfolio Management 0.21% New 43,736 $3.2M
Tudor Investment Corporation 0.03% Reduce -42.0% 43,374 $3.2M
California State Teachers Retirement System 0.00% Reduce -1.4% 42,310 $3.1M
Truist Financial Corp. 0.00% Reduce -0.1% 36,213 $2.7M
T. Rowe Price Associates Inc. 0.00% Add +11.0% 35,566 $2.6M
ExodusPoint Capital Management, LP 0.03% Add +112.8% 35,402 $2.6M
Ameriprise Financial Inc. 0.00% Add +10.6% 33,832 $2.5M
Engineers Gate Manager LP 0.04% Add +99.8% 32,882 $2.4M
Raymond James Financial Inc. 0.00% Reduce -2.7% 31,150 $2.3M
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Add +4.4% 31,114 $2.3M
Cubist Systematic Strategies, LLC 0.03% Add +130.5% 30,236 $2.2M
Voloridge Investment Management, LLC 0.01% Add +2.7% 29,103 $2.1M
Citadel Advisors 0.00% Reduce -68.1% 29,026 $2.1M
Intech Investment Management LLC 0.02% Add +21.8% 28,578 $2.1M
State of New Jersey Common Pension Fund D 0.01% Add +1.5% 27,362 $2.0M
OVERSEA-CHINESE BANKING Corp Ltd 0.06% Reduce -2.0% 25,756 $1.9M
Amundi 0.00% Add +13.5% 25,424 $1.9M
Aberdeen Group plc 0.00% Add +4.7% 25,367 $1.9M
New Age Alpha Advisors, LLC 0.08% New 25,291 $1.9M
Wealthspire Retirement, LLC 0.14% Reduce -0.7% 24,668 $1.8M
Manufacturers Life Insurance Company, The 0.00% Add +4.0% 24,403 $1.8M
Graham Capital Management, L.P. 0.08% Add +10.1% 24,379 $1.8M
LPL Financial LLC 0.00% Add +6.2% 24,248 $1.8M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Add +2.1% 23,810 $1.8M
Schroder Investment Management Group 0.00% Add +1.0% 22,497 $1.7M
Sei Investments Co. 0.00% Add +118.4% 21,885 $1.6M
Vestcor Inc 0.05% Reduce -4.2% 21,456 $1.6M
Corebridge Financial, Inc. 0.01% Add +3.1% 21,449 $1.6M
Emmett Investment Management, LP 1.44% Reduce -38.3% 21,246 $1.6M
State of Alaska, Department of Revenue 0.02% Add +5.9% 21,230 $1.6M
Janney Montgomery Scott LLC 0.00% Reduce -1.2% 20,572 $1.5M
Susquehanna Fundamental Investments, LLC 0.03% Add +62.9% 20,181 $1.5M
Resona Asset Management Co.,Ltd. 0.01% Add +9.7% 19,742 $1.5M
Catalyst Funds Management Pty Ltd 0.38% New 19,800 $1.5M
Janus Henderson Group PLC 0.00% Reduce -9.3% 19,509 $1.5M
American Century Companies Inc. 0.00% Add +3.9% 18,816 $1.4M
TBH Global Asset Management, LLC 0.25% Add +9.9% 17,297 $1.3M
Ensign Peak Advisors, Inc 0.00% No change 17,002 $1.3M
Commonwealth Equity Services, LLC 0.00% Reduce -2.3% 16,161 $1.2M
Lanark Financial, Inc. 0.10% — 16,058 $1.2M
Edgestream Partners, L.P. 0.04% Reduce -70.8% 15,612 $1.2M
Daiwa Securities Group Inc. 0.00% Add +4.1% 15,591 $1.2M
Private Advisor Group, LLC 0.01% Add +159.5% 15,206 $1.1M
Quantbot Technologies LP 0.03% Reduce -38.9% 14,458 $1.1M
Handelsbanken Fonder AB 0.00% No change 14,151 $1.0M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Add +4.4% 14,127 $1.0M
Cwm, LLC 0.00% Reduce -10.4% 13,579 $1.0M
Guggenheim Capital LLC 0.01% Reduce -22.1% 13,356 $986K
New York State Common Retirement Fund 0.00% No change 13,152 $971K
Arizona State Retirement System 0.01% Reduce -2.9% 13,029 $962K
State Board of Administration of Florida Retirement System 0.00% Reduce -17.4% 12,832 $948K
Vident Advisory, LLC 0.01% Add +1.6% 12,691 $938K
Campbell & CO Investment Adviser LLC 0.07% Add +38.9% 12,671 $936K
Martingale Asset Management L P 0.02% Reduce -36.8% 12,548 $927K
Walleye Capital LLC 0.01% New 12,441 $919K
AQR Capital Management 0.00% Reduce -31.3% 12,371 $914K
AlphaQuest LLC 0.10% Add +24.9% 12,039 $889K
UniSuper Management Pty Ltd 0.01% No change 11,700 $864K
Voya Investment Management LLC 0.00% Reduce -25.5% 11,602 $857K
Nisa Investment Advisors, LLC 0.00% Reduce -4.5% 11,292 $845K
SummitTX Capital, L.P. 0.04% — 11,093 $819K
Point72 Asset Management 0.00% Add +2.5% 11,093 $819K
Centiva Capital, LP 0.05% Add +91.5% 11,080 $818K
SG Americas Securities, LLC 0.00% New 10,935 $808K
Pictet Asset Management Holding SA 0.00% Reduce -19.7% 10,593 $782K
Man Group plc 0.00% Reduce -1.0% 10,100 $746K
Credit Agricole S A 0.00% No change 9,931 $734K
Bailard, Inc. 0.02% New 9,875 $729K
KLP Kapitalforvaltning As 0.00% Reduce -42.6% 9,700 $724K
Envestnet Asset Management Inc. 0.00% Reduce -3.4% 9,728 $718K
Cibc World Markets Corp. 0.01% Add +148.1% 9,715 $718K
Police & Firemen's Retirement System of New Jersey 0.01% Add +7.8% 9,606 $709K
ProShare Advisors LLC 0.00% Reduce -19.6% 9,479 $700K
Family Legacy, Inc. 0.24% Reduce -0.5% 9,340 $690K
Schnieders Capital Management LLC 0.15% Reduce -0.8% 9,153 $676K
Sumitomo Mitsui DS Asset Management Company, Ltd 0.01% No change 9,064 $669K
IFM Investors Pty Ltd 0.01% Reduce -9.1% 8,775 $648K
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% New 8,726 $645K
Van Eck Associates Corp. 0.00% Add +8.9% 8,669 $640K
Captrust Financial Advisors 0.00% Reduce -9.5% 8,649 $639K
STRS Ohio 0.00% Add +3.9% 8,100 $598K
Creative Planning 0.00% New 8,040 $594K
K2 Principal Fund, L.P. 0.34% New 8,000 $591K
Sagespring Wealth Partners, LLC 0.01% Add +1.1% 7,834 $579K
Stephens Inc. 0.01% Reduce -3.4% 7,820 $578K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -7.1% 7,361 $544K
Royal Bank of Canada 0.00% Reduce -4.8% 7,347 $542K
Roman Butler Fullerton & Co. 0.20% Add +0.3% 6,937 $518K
Pensionfund PDN 0.34% Reduce -12.5% 7,000 $517K
Teacher Retirement System of Texas 0.00% Reduce -26.3% 6,673 $493K
Nissay Asset Management Corp. /Japan 0.00% Reduce -1.9% 6,353 $469K
Russell Investments Group, Ltd. 0.00% Reduce -41.1% 6,061 $448K
Alberta Investment Management Corp 0.00% Reduce -56.5% 6,000 $443K
Pensionfund Sabic 0.13% Reduce -14.3% 6,000 $443K
Cambria Investment Management, L.P. 0.03% Reduce -13.9% 5,952 $440K
Verition Fund Management LLC 0.00% Reduce -2.8% 5,858 $433K
Metis Global Partners, LLC 0.01% Add +15.5% 5,755 $425K
Vanguard Personalized Indexing Management, LLC 0.01% Add +15.3% 5,621 $415K
Kestra Advisory Services, LLC 0.00% Add +0.7% 5,610 $414K
Independent Financial Group, LLC 0.01% New 5,573 $412K
Baird Financial Group, Inc. 0.00% No change 5,550 $410K
Victory Capital Management Inc. 0.00% Reduce -82.3% 5,253 $388K
Commerce Bank 0.00% Reduce -1.0% 5,246 $387K
Central Valley Advisors, LLC 0.14% No change 5,181 $383K
Avantax Advisory Services, Inc. 0.00% Reduce -5.8% 5,048 $373K
Aviance Capital Partners, LLC 0.05% Add +16.3% 5,036 $372K
Benchmark Investment Advisors LLC 0.24% No change 5,000 $369K
Focus Partners Wealth 0.00% Add +0.6% 4,895 $362K
Public Employees Retirement Association of Colorado 0.00% No change 4,703 $347K
Inspire Investing, LLC 0.04% Reduce -19.4% 4,653 $344K
Quantinno Capital Management LP 0.00% Add +4.0% 4,624 $342K
EP Wealth Advisors, LLC 0.00% Add +30.6% 4,612 $341K
Cetera Investment Advisers 0.00% Add +2.0% 4,517 $334K
Stifel Financial Corp. 0.00% Reduce -17.3% 4,504 $333K
Albert D Mason Inc. 0.22% Add +25.3% 4,459 $329K
Ameritas Investment Partners, Inc. 0.01% Add +4.5% 4,429 $327K
Squarepoint Ops LLC 0.00% Reduce -71.2% 4,368 $323K
Aigen Investment Management, LP 0.05% New 4,312 $318K
Mariner, LLC 0.00% Reduce -0.2% 4,285 $317K
Entropy Technologies, LP 0.03% New 4,199 $310K
Brown Advisory Inc. 0.00% No change 4,162 $307K
NewEdge Wealth, LLC 0.01% Add +12.4% 4,139 $306K
Bokf, NA 0.01% New 4,084 $302K
Atria Wealth Solutions, Inc. 0.00% Add +0.9% 4,019 $297K
Trust Co 0.03% No change 3,969 $293K
M&T Bank Corp 0.00% Add +4.4% 3,969 $293K
Alexander Randolph Advisory, Inc. 0.28% New 3,907 $289K
Wolverine Trading, LLC 0.01% Reduce -2.0% 3,851 $288K
FMR LLC 0.00% Add +11.1% 3,837 $283K
Two Sigma Securities, LLC 0.04% New 3,821 $282K
New York State Teachers Retirement System 0.00% No change 3,821 $282K
Tidal Investments LLC 0.00% No change 3,705 $274K
Neuberger Berman Group LLC 0.00% Reduce -5.8% 3,687 $272K
Allspring Global Investments Holdings, LLC 0.00% Add +15.8% 3,635 $268K
Wealth Enhancement Advisory Services, LLC 0.00% Add +11.0% 3,611 $267K
PNC Financial Services Group, Inc. 0.00% Reduce -2.9% 3,547 $262K
D. E. Shaw & Co. 0.00% New 3,437 $254K
Xponance LLC 0.00% Add +11.2% 3,334 $246K
Equitable Trust Co. 0.01% No change 3,310 $244K
Bridgefront Capital, LLC 0.07% New 3,302 $244K
Renaissance Group LLC 0.01% Reduce -5.0% 3,285 $243K
Shayne & Jacobs, LLC 0.06% No change 3,100 $229K
Chelsea Counsel Co. 0.12% No change 3,000 $224K
&partners 0.00% New 2,934 $219K
Mackenzie Financial Corp. 0.00% Add +0.3% 2,904 $214K
EMC Capital Management 0.13% No change 2,831 $209K
BNP Paribas Financial Markets 0.00% Reduce -69.8% 2,807 $207K
Jupiter Asset Management Ltd. 0.00% New 2,790 $206K
CapWealth Advisors, LLC 0.02% Reduce -20.5% 2,741 $202K
Tower Research Capital LLC (TRC) 0.00% Add +347.4% 2,179 $161K
KBC Group NV 0.00% No change 2,019 $149K
Caldwell Trust Co 0.01% Add +57.5% 1,733 $128K
NewEdge Advisors, LLC 0.00% Add +28.7% 1,546 $114K
Amalgamated Bank 0.00% Add +2.9% 1,509 $111K
Osaic Holdings, Inc. 0.00% Add +6.9% 1,313 $97K
Jones Financial Companies LLLP 0.00% Add +43.5% 1,277 $95K
Mirae Asset Global Investments Co., Ltd. 0.00% Reduce -4.9% 1,227 $92K
FIL Ltd 0.00% Add +26.0% 1,213 $90K
State of Wyoming 0.01% Reduce -35.7% 1,174 $87K
North Star Investment Management Corp. 0.01% No change 1,150 $85K
Field & Main Bank 0.03% No change 1,000 $74K
US Bancorp \de 0.00% Reduce -4.6% 951 $70K
Blue Trust, Inc. 0.00% Reduce -3.2% 935 $69K
C M Bidwell & Associates Ltd. 0.04% New 926 $68K
Farther Finance Advisors, LLC 0.00% Add +5000.0% 918 $68K
GF Fund Management Co. LTD. 0.00% Add +2.4% 860 $64K
MAI Capital Management 0.00% No change 800 $59K
Assetmark, Inc. 0.00% Add +13.4% 777 $57K
Sterling Capital Management LLC 0.00% Reduce -75.6% 755 $56K
Coldstream Capital Management Inc. 0.00% New 625 $46K
Allworth Financial LP 0.00% Reduce -6.4% 499 $38K
Covestor Ltd 0.02% Add +18.6% 497 $37K
S&T Bank 0.01% No change 475 $35K
Compass Wealth Management LLC 0.01% No change 475 $35K
Smartleaf Asset Management LLC 0.00% Add +49.8% 442 $33K
Loomis Sayles & Co. L P 0.00% Reduce -35.7% 411 $30K
Point72 (DIFC) Ltd 0.00% Reduce -47.7% 383 $28K
Harbor Capital Advisors, Inc. 0.00% Reduce -15.6% 259 $19K
Signaturefd, LLC 0.00% No change 215 $16K
Principal Securities, Inc. 0.00% No change 203 $14K
Steward Partners Investment Advisory, LLC 0.00% Add +9.3% 188 $14K
GAMMA Investing LLC 0.00% Add +16.0% 181 $13K
Harbour Investments, Inc. 0.00% No change 170 $13K
CENTRAL TRUST Co 0.00% No change 168 $12K
Optiver Holding B.V. 0.00% New 155 $11K
Promethos Capital, LLC 0.00% No change 150 $11K
EverSource Wealth Advisors, LLC 0.00% Reduce -34.4% 118 $9K
Darwin Wealth Management, LLC 0.00% No change 105 $7K
CIBC Private Wealth Group LLC 0.00% No change 106 $7K
Quadrant Capital Group LLC 0.00% Reduce -12.5% 98 $7K
Bell Investment Advisors, Inc 0.00% No change 79 $6K
Mather Group, Llc. 0.00% Add +192.3% 76 $6K
Parallel Advisors, LLC 0.00% Reduce -21.1% 75 $6K
Rothschild Investment LLC 0.00% Add +250.0% 70 $5K
Whittier Trust Co. 0.00% No change 63 $5K
CVA Family Office, LLC 0.00% No change 49 $4K
UMB Bank, n.a. 0.00% New 43 $3K
Bessemer Group Inc. 0.00% Reduce -12.5% 35 $3K
Kestra Investment Management, LLC 0.00% New 33 $2K
Lindbrook Capital, LLC 0.00% No change 33 $2K
Sierra Ocean, LLC 0.00% No change 21 $2K
Parkside Financial Bank & Trust 0.00% New 20 $1K
Cherry Tree Wealth Management, LLC 0.00% New 19 $1K
AdvisorNet Financial, Inc 0.00% New 18 $1K
Arax Advisory Partners 0.00% Reduce -84.6% 14 $1K
Picton Mahoney Asset Management 0.00% No change 13 $1K
Stephens Consulting, LLC 0.00% New 10 $739
PSI Advisors, LLC 0.00% New 9 $665
SouthState Bank Corp 0.00% New 8 $591
Motco 0.00% New 7 $517
SOA Wealth Advisors, LLC. 0.00% No change 6 $443
True Wealth Design, LLC 0.00% New 3 $222
SVB Wealth LLC 0.00% New 3 $222
Dunhill Financial, LLC 0.00% No change 3 $202
Caitong International Asset Management Co., Ltd 0.00% New 1 $74
Brooklyn Investment Group 0.00% New 1 $74
Capital Advisors, Ltd. LLC 0.00% No change 6 $0
Hemington Wealth Management 0.00% Reduce -31.6% 13 $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.