Natl Health InvestorsNHI

13F holders, Q2 2025 (June 30)
276holders −9
26new positions
32sold out
7famous investors
$70.19avg. 13F price*

At the end of Q2 2025, 276 institutions reported holding Natl Health Investors Inc. (NHI) in their 13F filings, down 9 from Q1 2025. 26 opened new positions and 32 sold out. The largest holders were Vanguard Group Inc. ($452.0M), BlackRock, Inc. ($322.4M) and State Street Corp. ($143.7M). 7 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Steve Cohen (0.0% of Point72 Asset Management's portfolio).

Company
Natl Health Investors Inc.
Filed as
NATIONAL HEALTH INVS INC (Q2 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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions26$51.8M
Exits32$27.8M

All 13F filers, Q1 2025 → Q2 2025: 4,178,966 shares bought and 1,256,118 shares sold, net +2,922,848 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 276 holders

Vanguard Group Inc. 0.01% Add +1.4% 6,445,940 $452.0M
BlackRock, Inc. 0.01% Add +0.5% 4,597,861 $322.4M
State Street Corp. 0.01% Add +5.0% 2,023,381 $143.7M
Principal Financial Group Inc. 0.06% Add +1.6% 1,654,983 $116.0M
Geode Capital Management, LLC 0.01% Add +4.5% 1,232,524 $86.4M
JPMorgan Chase & Co. 0.01% Add +305.2% 1,203,492 $84.4M
Macquarie Group Ltd. 0.09% Add +0.3% 1,054,684 $74.0M
Bank of America Corp. 0.00% Reduce -1.0% 869,950 $61.0M
Centersquare Investment Management LLC 0.59% Add +63.4% 810,298 $56.8M
Charles Schwab Investment Management Inc. 0.01% Add +1.6% 782,243 $54.9M
Millennium Management 0.05% Add +576.9% 737,735 $51.7M
Norges Bank 0.01% Add +10.9% 709,859 $49.8M
Dimensional Fund Advisors LP 0.01% Reduce -0.5% 631,012 $44.2M
Balyasny Asset Management L.P. 0.10% Add +66.9% 614,960 $43.1M
Bank of New York Mellon Corp 0.01% Add +3.2% 607,913 $42.6M
Northern Trust Corp. 0.01% Reduce -3.4% 593,796 $41.6M
Marshall Wace, LLP 0.05% Reduce -3.3% 564,011 $39.5M
Lasalle Investment Management Securities LLC 1.58% Reduce -5.3% 552,453 $38.7M
M Holdings Securities, Inc. 6.28% New 516,760 $36.6M
Sumitomo Mitsui Trust Group, Inc. 0.02% Reduce -1.5% 471,670 $33.1M
Land & Buildings Investment Management, LLC 6.44% Reduce -21.6% 459,966 $32.3M
Prudential Financial Inc. 0.03% Reduce -23.4% 323,923 $22.7M
Qube Research & Technologies Ltd 0.03% Add +86.0% 319,286 $22.4M
GW&K Investment Management, LLC 0.19% Reduce -8.5% 295,110 $20.7M
Morgan Stanley 0.00% Add +8.6% 237,029 $16.6M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.03% Add +4.3% 231,995 $16.3M
Legal & General Group Plc 0.00% Add +3.4% 231,082 $16.2M
Sound Income Strategies, LLC 0.93% Add +8.3% 230,690 $16.2M
MetLife Investment Management, LLC 0.09% Add +0.6% 215,105 $15.1M
Bowen Hanes & Co. Inc. 0.35% Add +42.9% 200,000 $14.0M
Two Sigma Investments, LP 0.03% Add +62.6% 196,643 $13.8M
UBS Group AG 0.00% Reduce -6.7% 186,843 $13.1M
Nuveen, LLC 0.00% Add +31.6% 180,379 $12.6M
Goldman Sachs Group Inc. 0.00% Reduce -31.3% 124,849 $8.8M
Deutsche Bank AG 0.00% Add +11.8% 123,966 $8.7M
Allianz Asset Management GmbH 0.01% Add +111.9% 120,625 $8.5M
Two Sigma Advisers, LP 0.02% Add +22.6% 117,100 $8.2M
Invesco Ltd. 0.00% Reduce -16.9% 105,513 $7.4M
Lighthouse Investment Partners, LLC 0.32% Add +33.0% 104,800 $7.3M
Asset Management One Co., Ltd. 0.02% Add +2.2% 102,407 $7.2M
Easterly Investment Partners LLC 0.51% Add +13.1% 100,702 $7.1M
First Trust Advisors LP 0.01% Add +17.1% 94,348 $6.6M
Point72 Asset Management 0.02% Add +746.1% 93,856 $6.6M
Susquehanna International Group, LLP 0.01% Add +5.0% 90,390 $6.3M
Barclays PLC 0.00% Add +48.0% 89,341 $6.3M
Swiss National Bank 0.00% Add +1.4% 89,220 $6.3M
Rhumbline Advisers 0.01% Add +10.8% 84,928 $6.0M
CANADA LIFE ASSURANCE Co 0.01% Add +11.9% 83,636 $5.9M
Woodmont Investment Counsel LLC 0.36% Add +33.4% 77,705 $5.4M
Wells Fargo & Company 0.00% Add +2.5% 72,335 $5.1M
Citigroup Inc. 0.00% Add +5.5% 72,303 $5.1M
Cubist Systematic Strategies, LLC 0.05% Add +137.6% 71,845 $5.0M
Public Employees Retirement System of Ohio 0.02% Add +4.1% 66,931 $4.7M
Dark Forest Capital Management LP 0.19% Reduce -34.7% 65,856 $4.6M
Nomura Asset Management Co. Ltd. 0.01% Add +4.2% 65,370 $4.6M
Lee Danner & Bass Inc. 0.34% Reduce -1.6% 62,431 $4.4M
Alliancebernstein L.P. 0.00% Reduce -0.8% 55,368 $3.9M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.03% Add +0.2% 55,200 $3.9M
DekaBank Deutsche Girozentrale 0.01% Reduce -4.1% 53,209 $3.8M
Nepsis Inc. 1.04% Reduce -12.1% 53,434 $3.7M
Pinnacle Financial Partners Inc 0.07% Reduce -0.5% 50,252 $3.5M
Franklin Resources Inc. 0.00% Add +5.5% 47,944 $3.4M
State of Wisconsin Investment Board 0.01% Reduce -18.1% 47,347 $3.3M
HSBC Holdings PLC 0.00% Reduce -0.5% 44,295 $3.1M
Clayton Partners LLC 2.56% Reduce -9.3% 43,530 $3.1M
Meritage Portfolio Management 0.19% Reduce -1.8% 42,960 $3.0M
California State Teachers Retirement System 0.00% Add +1.0% 42,717 $3.0M
STRS Ohio 0.01% Add +424.7% 42,500 $3.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -83.7% 40,667 $2.9M
Renaissance Technologies 0.00% New 40,500 $2.8M
Tudor Investment Corporation 0.02% Reduce -7.3% 40,231 $2.8M
Ameriprise Financial Inc. 0.00% Add +18.6% 40,133 $2.8M
T. Rowe Price Associates Inc. 0.00% Add +11.0% 39,469 $2.8M
Engineers Gate Manager LP 0.03% Add +18.7% 39,022 $2.7M
Edgestream Partners, L.P. 0.07% Add +139.7% 37,425 $2.6M
ExodusPoint Capital Management, LP 0.03% Add +5.1% 37,193 $2.6M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% New 36,814 $2.6M
Truist Financial Corp. 0.00% Add +0.1% 36,235 $2.5M
Schonfeld Strategic Advisors LLC 0.02% Reduce -30.0% 34,885 $2.4M
Citadel Advisors 0.00% Add +19.2% 34,602 $2.4M
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Add +8.7% 33,834 $2.4M
Y-Intercept (Hong Kong) Ltd 0.06% New 33,629 $2.4M
LPL Financial LLC 0.00% Add +30.9% 31,737 $2.2M
Raymond James Financial Inc. 0.00% Add +0.1% 31,197 $2.2M
Intech Investment Management LLC 0.02% Add +8.6% 31,038 $2.2M
Voloridge Investment Management, LLC 0.01% Add +2.0% 29,696 $2.1M
Schroder Investment Management Group 0.00% Add +26.4% 28,437 $2.0M
Aberdeen Group plc 0.00% Add +9.1% 27,686 $1.9M
State of New Jersey Common Pension Fund D 0.01% Reduce -4.6% 26,108 $1.8M
Quantbot Technologies LP 0.05% Add +78.8% 25,851 $1.8M
OVERSEA-CHINESE BANKING Corp Ltd 0.05% No change 25,756 $1.8M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +4.4% 24,859 $1.7M
Wealthspire Retirement, LLC 0.12% Add +0.8% 24,858 $1.7M
Manufacturers Life Insurance Company, The 0.00% Add +0.8% 24,603 $1.7M
Jackson Creek Investment Advisors LLC 0.46% New 24,517 $1.7M
Sei Investments Co. 0.00% Add +11.7% 24,448 $1.7M
State of Alaska, Department of Revenue 0.02% Add +5.4% 22,374 $1.6M
Vestcor Inc 0.05% No change 21,456 $1.5M
Amundi 0.00% Reduce -17.1% 21,067 $1.5M
AQR Capital Management 0.00% Add +66.0% 20,537 $1.4M
Janney Montgomery Scott LLC 0.00% Reduce -0.7% 20,426 $1.4M
Susquehanna Fundamental Investments, LLC 0.04% No change 20,181 $1.4M
Lanark Financial, Inc. 0.12% Add +24.6% 20,005 $1.4M
Jane Street Group, LLC 0.00% Reduce -71.8% 19,620 $1.4M
Janus Henderson Group PLC 0.00% No change 19,509 $1.4M
American Century Companies Inc. 0.00% Add +2.2% 19,236 $1.3M
Graham Capital Management, L.P. 0.04% Reduce -22.3% 18,954 $1.3M
Resona Asset Management Co.,Ltd. 0.01% Reduce -5.2% 18,723 $1.3M
Victory Capital Management Inc. 0.00% Add +253.4% 18,566 $1.3M
Handelsbanken Fonder AB 0.00% Add +20.5% 17,051 $1.2M
Ensign Peak Advisors, Inc 0.00% No change 17,002 $1.2M
Daiwa Securities Group Inc. 0.00% Add +5.4% 16,431 $1.2M
New York State Common Retirement Fund 0.00% Add +16.0% 15,252 $1.1M
Private Advisor Group, LLC 0.01% Reduce -0.2% 15,175 $1.1M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Add +4.9% 14,823 $1.0M
TBH Global Asset Management, LLC 0.22% Reduce -15.4% 14,637 $1.0M
Sophron Capital Management L.P. 0.31% New 14,396 $1.0M
Susquehanna Portfolio Strategies, LLC 0.02% New 14,076 $987K
Thrivent Financial for Lutherans 0.00% New 13,909 $975K
AlphaQuest LLC 0.10% Add +14.8% 13,823 $969K
Arizona State Retirement System 0.01% Add +4.6% 13,627 $956K
Guggenheim Capital LLC 0.01% Add +1.7% 13,579 $952K
D. E. Shaw & Co. 0.00% Add +290.4% 13,418 $941K
Cwm, LLC 0.00% Reduce -3.0% 13,171 $924K
Commonwealth Equity Services, LLC 0.00% Reduce -20.1% 12,918 $906K
Voya Investment Management LLC 0.00% Add +9.0% 12,645 $887K
UniSuper Management Pty Ltd 0.01% Add +6.0% 12,400 $869K
NewEdge Wealth, LLC 0.01% Add +163.9% 10,923 $814K
Vident Advisory, LLC 0.01% Reduce -9.7% 11,456 $803K
Envestnet Asset Management Inc. 0.00% Add +12.2% 10,911 $765K
State Board of Administration of Florida Retirement System 0.00% Reduce -15.5% 10,838 $760K
Police & Firemen's Retirement System of New Jersey 0.01% Add +9.7% 10,542 $739K
Elo Mutual Pension Insurance Co 0.01% New 10,456 $733K
Campbell & CO Investment Adviser LLC 0.05% Reduce -17.9% 10,401 $729K
Bailard, Inc. 0.02% Add +4.3% 10,300 $722K
Van Eck Associates Corp. 0.00% Add +17.5% 10,184 $714K
KLP Kapitalforvaltning As 0.00% Add +1.0% 9,800 $695K
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Add +13.2% 9,878 $693K
Teacher Retirement System of Texas 0.00% Add +47.8% 9,865 $692K
Martingale Asset Management L P 0.02% Reduce -23.2% 9,638 $676K
ProShare Advisors LLC 0.00% Add +0.1% 9,486 $665K
Family Legacy, Inc. 0.21% No change 9,340 $655K
Nisa Investment Advisors, LLC 0.00% Reduce -19.6% 9,084 $647K
Schnieders Capital Management LLC 0.11% No change 9,153 $642K
Sumitomo Mitsui DS Asset Management Company, Ltd 0.01% No change 9,064 $636K
Stephens Inc. 0.01% Add +10.8% 8,662 $607K
Captrust Financial Advisors 0.00% Reduce -0.6% 8,597 $603K
Cambridge Investment Research Advisors, Inc. 0.00% Add +15.8% 8,520 $597K
Picton Mahoney Asset Management 0.01% Add +63638.5% 8,286 $582K
Creative Planning 0.00% Add +2.2% 8,217 $576K
Sagespring Wealth Partners, LLC 0.01% Add +0.9% 7,907 $554K
Metis Global Partners, LLC 0.01% Add +34.1% 7,719 $541K
IFM Investors Pty Ltd 0.00% Reduce -15.5% 7,413 $520K
Royal Bank of Canada 0.00% Add +0.5% 7,381 $519K
Cambria Investment Management, L.P. 0.03% Add +19.0% 7,085 $497K
Roman Butler Fullerton & Co. 0.15% Add +0.3% 6,958 $495K
Pensionfund PDN 0.33% No change 7,000 $491K
Pictet Asset Management Holding SA 0.00% Reduce -36.0% 6,785 $476K
Nissay Asset Management Corp. /Japan 0.00% Add +4.3% 6,629 $465K
Avantax Advisory Services, Inc. 0.00% Add +22.1% 6,164 $432K
Russell Investments Group, Ltd. 0.00% Add +0.2% 6,072 $426K
Pensionfund Sabic 0.12% No change 6,000 $421K
Alberta Investment Management Corp 0.00% No change 6,000 $421K
Cibc World Markets Corp. 0.00% Reduce -41.3% 5,699 $400K
Stifel Financial Corp. 0.00% Add +25.9% 5,669 $398K
Independent Financial Group, LLC 0.01% Add +1.6% 5,661 $397K
Kestra Advisory Services, LLC 0.00% Add +0.5% 5,638 $395K
Inspire Investing, LLC 0.04% Add +20.1% 5,587 $392K
Baird Financial Group, Inc. 0.00% No change 5,550 $389K
Vanguard Personalized Indexing Management, LLC 0.00% Reduce -4.7% 5,355 $375K
Inceptionr LLC 0.09% New 5,335 $374K
Tower Research Capital LLC (TRC) 0.01% Add +144.6% 5,329 $374K
Commerce Bank 0.00% No change 5,246 $368K
Aviance Capital Partners, LLC 0.05% Add +3.8% 5,225 $366K
Central Valley Advisors, LLC 0.12% No change 5,181 $363K
Ausbil Investment Management Ltd 0.21% New 5,081 $356K
Quantinno Capital Management LP 0.00% Add +6.0% 4,903 $344K
Entropy Technologies, LP 0.03% Add +16.7% 4,899 $344K
Focus Partners Wealth 0.00% Reduce -0.3% 4,883 $342K
Cetera Investment Advisers 0.00% Add +6.1% 4,792 $336K
Ameritas Investment Partners, Inc. 0.01% Add +6.6% 4,722 $331K
Public Employees Retirement Association of Colorado 0.00% No change 4,703 $330K
EP Wealth Advisors, LLC 0.00% Reduce -0.6% 4,583 $321K
Focus Partners Advisor Solutions, LLC 0.00% New 4,537 $318K
Albert D Mason Inc. 0.23% Add +1.2% 4,511 $316K
Mirae Asset Global Investments Co., Ltd. 0.00% Add +267.4% 4,508 $316K
Bokf, NA 0.01% Add +7.1% 4,374 $307K
BNP Paribas Financial Markets 0.00% Add +54.4% 4,334 $304K
Verition Fund Management LLC 0.00% Reduce -26.8% 4,291 $301K
Avantax Planning Partners, Inc. 0.01% New 4,208 $295K
Brown Advisory Inc. 0.00% No change 4,162 $292K
Wealth Enhancement Advisory Services, LLC 0.00% Add +11.0% 4,009 $284K
M&T Bank Corp 0.00% Add +1.6% 4,033 $282K
FMR LLC 0.00% Add +3.8% 3,983 $279K
Trust Co 0.03% No change 3,969 $278K
Alexander Randolph Advisory, Inc. 0.25% No change 3,907 $274K
Neuberger Berman Group LLC 0.00% Add +5.2% 3,879 $272K
New York State Teachers Retirement System 0.00% No change 3,821 $268K
CapWealth Advisors, LLC 0.03% Add +33.4% 3,657 $256K
Xponance LLC 0.00% Add +9.3% 3,644 $256K
Monument Capital Management 0.07% New 3,587 $252K
PNC Financial Services Group, Inc. 0.00% Add +0.2% 3,554 $249K
Tidal Investments LLC 0.00% Reduce -7.5% 3,428 $240K
Bridgefront Capital, LLC 0.06% Add +2.8% 3,394 $238K
Bank of Montreal 0.00% Reduce -93.1% 3,357 $235K
Centiva Capital, LP 0.02% Reduce -69.7% 3,355 $235K
Equitable Trust Co. 0.01% No change 3,310 $232K
Renaissance Group LLC 0.01% Reduce -2.8% 3,194 $224K
Shayne & Jacobs, LLC 0.07% No change 3,100 $217K
Chelsea Counsel Co. 0.11% No change 3,000 $213K
Mackenzie Financial Corp. 0.00% Add +3.3% 3,001 $210K
Mariner, LLC 0.00% Reduce -30.3% 2,989 $210K
&partners 0.00% Add +1.6% 2,980 $209K
Federation des caisses Desjardins du Quebec 0.00% New 2,846 $200K
SG Americas Securities, LLC 0.00% Reduce -80.0% 2,181 $153K
FIL Ltd 0.00% Add +77.7% 2,155 $151K
NewEdge Advisors, LLC 0.00% Add +32.9% 2,055 $144K
Jones Financial Companies LLLP 0.00% Add +59.0% 2,030 $144K
Simplex Trading, LLC 0.00% New 1,854 $130K
Caldwell Trust Co 0.01% No change 1,733 $122K
Osaic Holdings, Inc. 0.00% Add +24.1% 1,629 $115K
KBC Group NV 0.00% Reduce -22.7% 1,561 $109K
Amalgamated Bank 0.00% No change 1,509 $106K
North Star Investment Management Corp. 0.01% No change 1,150 $81K
Sterling Capital Management LLC 0.00% Add +33.3% 1,006 $71K
Field & Main Bank 0.02% No change 1,000 $70K
C M Bidwell & Associates Ltd. 0.03% No change 926 $65K
Assetmark, Inc. 0.00% Add +19.1% 925 $65K
Farther Finance Advisors, LLC 0.00% Reduce -1.6% 903 $63K
GF Fund Management Co. LTD. 0.00% Reduce -4.5% 821 $58K
MAI Capital Management 0.00% Add +2.3% 818 $57K
Blue Trust, Inc. 0.00% Reduce -13.2% 812 $57K
Covestor Ltd 0.03% Add +34.4% 668 $47K
US Bancorp \de 0.00% Reduce -39.8% 573 $40K
Allworth Financial LP 0.00% Add +11.2% 555 $39K
S&T Bank 0.01% No change 475 $33K
EverSource Wealth Advisors, LLC 0.00% Add +244.1% 406 $28K
Smartleaf Asset Management LLC 0.00% Reduce -12.7% 386 $27K
Loomis Sayles & Co. L P 0.00% Reduce -12.9% 358 $25K
Quarry LP 0.01% New 294 $21K
Headlands Technologies LLC 0.00% New 271 $19K
Principal Securities, Inc. 0.00% Add +14.3% 232 $16K
GAMMA Investing LLC 0.00% Add +20.4% 218 $15K
Harbor Capital Advisors, Inc. 0.00% Reduce -19.7% 208 $15K
Signaturefd, LLC 0.00% Reduce -1.9% 211 $15K
Steward Partners Investment Advisory, LLC 0.00% No change 188 $13K
Harbour Investments, Inc. 0.00% No change 170 $12K
CENTRAL TRUST Co 0.00% No change 168 $12K
IFP Advisors, Inc 0.00% New 62 $8K
Darwin Wealth Management, LLC 0.00% Add +2.9% 108 $8K
CIBC Private Wealth Group LLC 0.00% No change 106 $7K
American National Bank & Trust 0.00% New 100 $7K
Bell Investment Advisors, Inc 0.00% No change 79 $6K
Parallel Advisors, LLC 0.00% No change 75 $5K
Optiver Holding B.V. 0.00% Reduce -53.5% 72 $5K
Whittier Trust Co. 0.00% No change 63 $4K
CVA Family Office, LLC 0.00% No change 49 $3K
UMB Bank, n.a. 0.00% No change 43 $3K
Rothschild Investment LLC 0.00% Reduce -42.9% 40 $3K
Larson Financial Group LLC 0.00% New 39 $3K
Bessemer Group Inc. 0.00% No change 35 $2K
Kestra Investment Management, LLC 0.00% Reduce -21.2% 26 $2K
Brown Brothers Harriman & Co. 0.00% New 24 $2K
Sierra Ocean, LLC 0.00% No change 21 $1K
Parkside Financial Bank & Trust 0.00% No change 20 $1K
Global Retirement Partners, LLC 0.00% — 12 $841
Physician Wealth Advisors, Inc. 0.00% New 8 $561
SouthState Bank Corp 0.00% No change 8 $561
Fifth Third Bancorp 0.00% New 7 $491
Arax Advisory Partners 0.00% Reduce -50.0% 7 $491
Motco 0.00% No change 7 $489
Total Investment Management Inc. 0.00% New 2 $114
Brooklyn Investment Group 0.00% No change 1 $71
Caitong International Asset Management Co., Ltd 0.00% No change 1 $70
Capital Advisors, Ltd. LLC 0.00% No change 6 $0
Hemington Wealth Management 0.00% No change 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.