Natl Health InvestorsNHI

13F holders, Q3 2025 (September 30)
284holders +8
33new positions
24sold out
7famous investors
$79.50avg. 13F price*

At the end of Q3 2025, 284 institutions reported holding Natl Health Investors Inc. (NHI) in their 13F filings, up 8 from Q2 2025. 33 opened new positions and 24 sold out. The largest holders were Vanguard Group Inc. ($516.6M), BlackRock, Inc. ($372.9M) and State Street Corp. ($162.0M). 7 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 Steve Cohen (0.0% of Point72 Asset Management's portfolio).

Company
Natl Health Investors Inc.
Filed as
NATIONAL HEALTH INVS INC (Q3 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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions33$9.5M
Exits24$52.4M

All 13F filers, Q2 2025 → Q3 2025: 2,625,173 shares bought and 2,819,340 shares sold, net −194,167 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 284 holders

Vanguard Group Inc. 0.01% Add +0.8% 6,498,414 $516.6M
BlackRock, Inc. 0.01% Add +2.0% 4,690,252 $372.9M
State Street Corp. 0.01% Reduce -0.4% 2,015,492 $162.0M
Principal Financial Group Inc. 0.07% Reduce -1.1% 1,637,038 $130.1M
JPMorgan Chase & Co. 0.01% Add +34.0% 1,613,051 $128.2M
Geode Capital Management, LLC 0.01% Add +1.0% 1,244,459 $98.9M
Centersquare Investment Management LLC 0.79% Add +21.8% 986,708 $78.4M
Macquarie Group Ltd. 0.09% Reduce -7.2% 978,474 $77.8M
Charles Schwab Investment Management Inc. 0.01% Add +1.1% 790,527 $62.8M
Bank of America Corp. 0.00% Reduce -12.0% 765,830 $60.9M
Prudential Financial Inc. 0.07% Add +127.2% 735,915 $58.5M
Dimensional Fund Advisors LP 0.01% Add +3.5% 653,127 $51.9M
Northern Trust Corp. 0.01% Reduce -2.5% 578,772 $46.0M
Bank of New York Mellon Corp 0.01% Reduce -5.0% 577,440 $45.9M
Millennium Management 0.04% Reduce -24.5% 556,866 $44.3M
M Holdings Securities, Inc. 8.68% No change 516,760 $41.1M
Land & Buildings Investment Management, LLC 6.36% Reduce -5.2% 435,866 $34.7M
Balyasny Asset Management L.P. 0.07% Reduce -33.5% 408,840 $32.5M
Two Sigma Investments, LP 0.04% Add +55.3% 305,397 $24.3M
Marshall Wace, LLP 0.03% Reduce -46.4% 302,427 $24.0M
GW&K Investment Management, LLC 0.20% Reduce -3.0% 286,377 $22.8M
Two Sigma Advisers, LP 0.04% Add +140.7% 281,900 $22.4M
Qube Research & Technologies Ltd 0.03% Reduce -16.7% 266,048 $21.2M
Bowen Hanes & Co. Inc. 0.52% Add +30.0% 260,000 $20.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +481.3% 236,383 $18.8M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.03% Reduce -2.5% 226,148 $18.0M
Sound Income Strategies, LLC 0.97% Add +4.6% 241,260 $17.8M
Legal & General Group Plc 0.00% Reduce -11.3% 204,873 $16.3M
Goldman Sachs Group Inc. 0.00% Add +61.1% 201,105 $16.0M
Morgan Stanley 0.00% Reduce -16.7% 197,543 $15.7M
MetLife Investment Management, LLC 0.07% Reduce -10.2% 193,270 $15.4M
UBS Group AG 0.00% Add +2.0% 190,534 $15.1M
STRS Ohio 0.05% Add +293.6% 167,300 $13.3M
Lighthouse Investment Partners, LLC 0.37% Add +23.9% 129,900 $10.3M
Deutsche Bank AG 0.00% Reduce -1.4% 122,254 $9.7M
Tudor Investment Corporation 0.06% Add +189.8% 116,570 $9.3M
Asset Management One Co., Ltd. 0.03% Add +9.4% 112,007 $8.9M
Invesco Ltd. 0.00% Reduce -4.7% 100,575 $8.0M
Allianz Asset Management GmbH 0.01% Reduce -16.8% 100,423 $8.0M
Nuveen, LLC 0.00% Reduce -45.4% 98,550 $7.8M
Woodmont Investment Counsel LLC 0.51% Add +23.9% 96,287 $7.7M
Swiss National Bank 0.00% Add +1.5% 90,520 $7.2M
CANADA LIFE ASSURANCE Co 0.01% Add +5.7% 88,396 $6.9M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.04% Add +57.8% 87,100 $6.9M
Wells Fargo & Company 0.00% Add +13.8% 82,283 $6.5M
Rhumbline Advisers 0.01% Reduce -8.4% 77,804 $6.2M
Voloridge Investment Management, LLC 0.02% Add +153.9% 75,391 $6.0M
Nomura Asset Management Co. Ltd. 0.01% Add +6.1% 69,350 $5.5M
First Trust Advisors LP 0.00% Reduce -26.6% 69,282 $5.5M
Public Employees Retirement System of Ohio 0.02% Add +0.9% 67,531 $5.4M
Barclays PLC 0.00% Reduce -25.1% 66,936 $5.3M
Verition Fund Management LLC 0.03% Add +1456.9% 66,805 $5.3M
Schonfeld Strategic Advisors LLC 0.04% Add +91.5% 66,801 $5.3M
Point72 Asset Management 0.01% Reduce -31.9% 63,877 $5.1M
HSBC Holdings PLC 0.00% Add +41.0% 62,479 $5.0M
Lee Danner & Bass Inc. 0.34% Reduce -5.0% 59,318 $4.7M
Alliancebernstein L.P. 0.00% Reduce -2.0% 54,265 $4.3M
Citigroup Inc. 0.00% Reduce -26.9% 52,838 $4.2M
Daiwa Securities Group Inc. 0.01% Add +219.7% 52,526 $4.2M
DekaBank Deutsche Girozentrale 0.01% No change 53,209 $4.2M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% Add +40.2% 51,614 $4.1M
Sumitomo Mitsui Trust Group, Inc. 0.00% Reduce -89.1% 51,558 $4.1M
Franklin Resources Inc. 0.00% Add +7.0% 51,289 $4.1M
Susquehanna International Group, LLP 0.01% Reduce -43.6% 50,951 $4.1M
Pinnacle Financial Partners Inc 0.10% No change 50,252 $4.0M
Clayton Partners LLC 2.92% Add +11.3% 48,468 $3.9M
State of Wisconsin Investment Board 0.01% Reduce -3.5% 45,715 $3.6M
Nepsis Inc. 1.11% Reduce -17.7% 43,994 $3.5M
California State Teachers Retirement System 0.00% Add +0.0% 42,719 $3.4M
Easterly Investment Partners LLC 0.23% Reduce -57.6% 42,685 $3.4M
Meritage Portfolio Management 0.22% Reduce -1.4% 42,340 $3.4M
T. Rowe Price Associates Inc. 0.00% Add +5.8% 41,742 $3.3M
Ameriprise Financial Inc. 0.00% Reduce -0.9% 39,782 $3.2M
Truist Financial Corp. 0.00% Reduce -0.0% 36,220 $2.9M
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Add +5.8% 35,813 $2.8M
Dark Forest Capital Management LP 0.11% Reduce -46.6% 35,161 $2.8M
D. E. Shaw & Co. 0.00% Add +151.5% 33,742 $2.7M
OVERSEA-CHINESE BANKING Corp Ltd 0.07% Add +29.2% 33,276 $2.6M
Raymond James Financial Inc. 0.00% Add +1.4% 31,650 $2.5M
Jane Street Group, LLC 0.00% Add +56.0% 30,602 $2.4M
LPL Financial LLC 0.00% Reduce -5.2% 30,080 $2.4M
Schroder Investment Management Group 0.00% Reduce -0.6% 28,277 $2.2M
State of New Jersey Common Pension Fund D 0.01% Add +5.4% 27,521 $2.2M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +8.5% 26,962 $2.1M
Sei Investments Co. 0.00% Add +10.2% 26,947 $2.1M
Aberdeen Group plc 0.00% Reduce -5.7% 26,114 $2.1M
Wealthspire Retirement, LLC 0.13% Add +0.5% 24,991 $2.0M
State of Alaska, Department of Revenue 0.02% Add +11.2% 24,886 $2.0M
Jackson Creek Investment Advisors LLC 0.56% Reduce -0.0% 24,508 $1.9M
Thrivent Financial for Lutherans 0.00% Add +74.9% 24,322 $1.9M
AQR Capital Management 0.00% Add +17.8% 24,187 $1.9M
Manufacturers Life Insurance Company, The 0.00% Reduce -5.7% 23,205 $1.8M
Intech Investment Management LLC 0.02% Reduce -25.8% 23,028 $1.8M
Vestcor Inc 0.05% Add +5.3% 22,586 $1.8M
Amundi 0.00% Add +9.8% 23,130 $1.8M
Jupiter Asset Management Ltd. 0.02% New 22,262 $1.8M
Osaic Holdings, Inc. 0.00% Add +1261.7% 22,182 $1.7M
Resona Asset Management Co.,Ltd. 0.01% Add +11.5% 20,884 $1.6M
American Century Companies Inc. 0.00% Add +6.6% 20,512 $1.6M
Engineers Gate Manager LP 0.02% Reduce -48.4% 20,120 $1.6M
Janus Henderson Group PLC 0.00% No change 19,509 $1.6M
Janney Montgomery Scott LLC 0.00% Reduce -4.9% 19,419 $1.5M
Susquehanna Fundamental Investments, LLC 0.06% Reduce -4.9% 19,194 $1.5M
Handelsbanken Fonder AB 0.00% Add +11.7% 19,051 $1.5M
Sophron Capital Management L.P. 0.46% Add +29.8% 18,685 $1.5M
Renaissance Technologies 0.00% Reduce -54.6% 18,400 $1.5M
Victory Capital Management Inc. 0.00% Reduce -13.0% 16,148 $1.3M
New York State Common Retirement Fund 0.00% No change 15,252 $1.2M
Private Advisor Group, LLC 0.01% Add +0.0% 15,180 $1.2M
Cubist Systematic Strategies, LLC 0.02% Reduce -79.0% 15,064 $1.2M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Add +1.3% 15,010 $1.2M
Quantbot Technologies LP 0.03% Reduce -43.1% 14,700 $1.2M
TBH Global Asset Management, LLC 0.23% No change 14,637 $1.2M
Arizona State Retirement System 0.01% Add +1.4% 13,818 $1.1M
Russell Investments Group, Ltd. 0.00% Add +116.2% 13,127 $1.0M
Militia Capital Partners, LP 0.48% New 13,100 $1.0M
UniSuper Management Pty Ltd 0.01% Add +5.7% 13,100 $1.0M
Cwm, LLC 0.00% Reduce -1.3% 13,004 $1.0M
Ausbil Investment Management Ltd 0.55% Add +152.9% 12,850 $1.0M
Police & Firemen's Retirement System of New Jersey 0.01% Add +21.4% 12,800 $1.0M
NewEdge Wealth, LLC 0.01% Add +21.3% 13,253 $1.0M
Jump Financial, LLC 0.01% New 12,580 $1.0M
Commonwealth Equity Services, LLC 0.00% Reduce -3.6% 12,453 $990K
Citadel Advisors 0.00% Reduce -64.8% 12,170 $968K
BNP Paribas Financial Markets 0.00% Add +179.6% 12,116 $963K
Creative Planning 0.00% Add +41.5% 11,628 $924K
Van Eck Associates Corp. 0.00% Add +10.8% 11,282 $897K
Susquehanna Portfolio Strategies, LLC 0.01% Reduce -21.6% 11,037 $877K
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Add +11.7% 11,033 $877K
Sumitomo Mitsui DS Asset Management Company, Ltd 0.01% Add +19.7% 10,851 $863K
State Board of Administration of Florida Retirement System 0.00% Reduce -0.3% 10,800 $859K
Cetera Investment Advisers 0.00% Add +125.2% 10,789 $858K
Envestnet Asset Management Inc. 0.00% Reduce -3.5% 10,532 $837K
Metis Global Partners, LLC 0.02% Add +36.4% 10,528 $837K
Vident Advisory, LLC 0.01% Reduce -8.1% 10,527 $837K
Kestra Advisory Services, LLC 0.00% Add +83.3% 10,337 $822K
Credit Agricole S A 0.00% — 9,931 $790K
KLP Kapitalforvaltning As 0.00% No change 9,800 $787K
Centiva Capital, LP 0.07% Add +191.8% 9,791 $778K
Brevan Howard Capital Management LP 0.01% New 9,749 $775K
Martingale Asset Management L P 0.02% Reduce -0.2% 9,618 $765K
Jain Global LLC 0.01% New 9,507 $756K
Family Legacy, Inc. 0.23% No change 9,340 $743K
Ensign Peak Advisors, Inc 0.00% Reduce -45.3% 9,302 $740K
Schnieders Capital Management, Llc. 0.12% — 9,053 $720K
Cambridge Investment Research Advisors, Inc. 0.00% Add +3.9% 8,856 $704K
Captrust Financial Advisors 0.00% Add +1.9% 8,761 $697K
Stephens Inc. 0.01% Add +0.7% 8,718 $693K
Voya Investment Management LLC 0.00% Reduce -33.8% 8,366 $665K
Cambria Investment Management, L.P. 0.04% Add +15.6% 8,190 $651K
Guggenheim Capital LLC 0.00% Reduce -40.3% 8,110 $645K
Sagespring Wealth Partners, LLC 0.01% Add +1.0% 7,987 $635K
ProShare Advisors LLC 0.00% Reduce -16.6% 7,909 $629K
Nisa Investment Advisors, LLC 0.00% Reduce -14.3% 7,784 $627K
IFM Investors Pty Ltd 0.01% Add +0.5% 7,451 $595K
Quantinno Capital Management LP 0.00% Add +49.1% 7,310 $581K
SG Americas Securities, LLC 0.00% Add +223.8% 7,061 $561K
Pensionfund PDN 0.36% No change 7,000 $557K
Nissay Asset Management Corp. /Japan 0.00% Add +5.1% 6,966 $554K
Algert Global LLC 0.01% New 6,920 $550K
Independent Financial Group, LLC 0.01% Add +18.6% 6,715 $534K
Teacher Retirement System of Texas 0.00% Reduce -33.6% 6,548 $521K
Roman Butler Fullerton & Co. 0.14% Add +0.3% 6,980 $514K
HRT Financial LP 0.00% New 6,317 $502K
Pictet Asset Management Holding SA 0.00% Reduce -10.9% 6,045 $481K
Stifel Financial Corp. 0.00% Add +2.9% 5,833 $464K
Baird Financial Group, Inc. 0.00% Add +3.6% 5,750 $457K
Inceptionr LLC 0.11% Add +7.0% 5,708 $454K
Inspire Investing, LLC 0.04% Add +2.1% 5,707 $454K
Aviance Capital Partners, LLC 0.05% Add +7.8% 5,635 $448K
Central Valley Advisors, LLC 0.13% No change 5,181 $412K
Vanguard Personalized Indexing Management, LLC 0.00% Reduce -3.4% 5,171 $411K
Benchmark Investment Advisors LLC 0.23% — 5,000 $398K
CIBC Bancorp USA Inc. 0.00% — 4,930 $392K
Commerce Bank 0.00% Reduce -6.6% 4,901 $390K
NewEdge Advisors, LLC 0.00% Add +134.7% 4,822 $383K
Focus Partners Advisor Solutions, LLC 0.00% Add +5.4% 4,784 $381K
Acadian Asset Management LLC 0.00% New 4,751 $377K
Focus Partners Wealth 0.00% Reduce -3.4% 4,716 $375K
Public Employees Retirement Association of Colorado 0.00% No change 4,703 $374K
Mirae Asset Global Investments Co., Ltd. 0.00% Add +1.7% 4,586 $365K
Albert D Mason Inc. 0.23% Reduce -0.3% 4,495 $357K
FMR LLC 0.00% Add +11.1% 4,424 $352K
Bokf, NA 0.01% Reduce -0.0% 4,373 $348K
Avantax Planning Partners, Inc. 0.01% No change 4,208 $335K
Pensionfund Sabic 0.09% Reduce -30.0% 4,200 $334K
Royal Bank of Canada 0.00% Reduce -43.0% 4,205 $334K
Alexander Randolph Advisory, Inc. 0.27% Add +6.6% 4,164 $331K
Brown Advisory Inc. 0.00% No change 4,162 $331K
Campbell & CO Investment Adviser LLC 0.02% Reduce -60.8% 4,081 $324K
Wealth Enhancement Advisory Services, LLC 0.00% Add +6.8% 4,283 $324K
Trust Co 0.03% No change 3,969 $316K
Capstone Investment Advisors, LLC 0.00% New 3,902 $310K
Ameritas Investment Partners, Inc. 0.01% Reduce -18.2% 3,864 $307K
AlphaQuest LLC 0.02% Reduce -72.1% 3,859 $307K
PNC Financial Services Group, Inc. 0.00% Add +5.0% 3,731 $297K
Xponance LLC 0.00% Reduce -0.3% 3,634 $289K
Entropy Technologies, LP 0.02% Reduce -26.7% 3,592 $286K
&partners 0.00% Add +15.3% 3,435 $273K
Bank of Montreal 0.00% No change 3,357 $267K
Signal Advisors Wealth, LLC 0.02% New 3,330 $265K
Equitable Trust Co. 0.01% No change 3,310 $263K
Tidal Investments LLC 0.00% Reduce -6.3% 3,212 $255K
Mackenzie Financial Corp. 0.00% Add +6.7% 3,201 $254K
Neuberger Berman Group LLC 0.00% Reduce -18.0% 3,181 $253K
Independent Advisor Alliance 0.01% New 3,146 $250K
Point72 (DIFC) Ltd 0.02% New 3,140 $250K
Shayne & Jacobs, LLC 0.08% No change 3,100 $246K
Tower Research Capital LLC (TRC) 0.01% Reduce -41.9% 3,098 $246K
Renaissance Group LLC 0.01% Reduce -3.3% 3,089 $246K
Chelsea Counsel Co. 0.11% No change 3,000 $241K
Jones Financial Companies LLLP 0.00% Add +44.8% 2,939 $235K
Federation des caisses Desjardins du Quebec 0.00% Add +1.9% 2,900 $231K
Beacon Capital Management, LLC 0.03% New 2,800 $223K
GTS Securities LLC 0.01% New 2,748 $218K
CapWealth Advisors, LLC 0.02% Reduce -25.1% 2,741 $218K
EntryPoint Capital, LLC 0.08% New 2,669 $212K
Moneta Group Investment Advisors LLC 0.00% New 2,635 $210K
Connor, Clark & Lunn Investment Management Ltd. 0.00% New 2,627 $209K
Versor Investments LP 0.04% New 2,600 $207K
Sterling Capital Management LLC 0.00% Add +148.8% 2,503 $199K
SJS Investment Consulting Inc. 0.02% New 2,101 $167K
FIL Ltd 0.00% Reduce -9.8% 1,943 $154K
Caldwell Trust Co 0.01% No change 1,733 $138K
KBC Group NV 0.00% No change 1,561 $124K
Amalgamated Bank 0.00% No change 1,509 $120K
Smartleaf Asset Management LLC 0.01% Add +212.4% 1,206 $95K
North Star Investment Management Corp. 0.01% No change 1,150 $91K
Farther Finance Advisors, LLC 0.00% Add +24.9% 1,128 $90K
Field & Main Bank 0.02% No change 1,000 $80K
Assetmark, Inc. 0.00% Add +4.7% 968 $77K
C M Bidwell & Associates Ltd. 0.04% Reduce -0.2% 924 $73K
Blue Trust, Inc. 0.00% Add +4.9% 852 $68K
Advisory Services Network, LLC 0.00% New 822 $65K
MAI Capital Management 0.00% No change 818 $65K
GF Fund Management Co. LTD. 0.00% Reduce -4.8% 782 $62K
US Bancorp \de 0.00% Add +15.7% 663 $53K
Arax Advisory Partners 0.00% Add +8571.4% 607 $48K
Rockefeller Capital Management L.P. 0.00% New 566 $45K
Allworth Financial LP 0.00% Reduce -6.1% 521 $41K
S&T Bank 0.01% No change 475 $38K
EverSource Wealth Advisors, LLC 0.00% Reduce -5.2% 385 $31K
Point72 Europe (London) LLP 0.00% New 352 $28K
GAMMA Investing LLC 0.00% Add +49.1% 325 $26K
Loomis Sayles & Co. L P 0.00% Reduce -24.9% 269 $21K
Signaturefd, LLC 0.00% Add +9.5% 231 $18K
Principal Securities, Inc. 0.00% Reduce -2.6% 226 $18K
Steward Partners Investment Advisory, LLC 0.00% No change 188 $15K
Optiver Holding B.V. 0.00% Add +144.4% 176 $14K
Harbour Investments, Inc. 0.00% No change 170 $14K
CENTRAL TRUST Co 0.00% No change 168 $13K
Larson Financial Group LLC 0.00% Add +330.8% 168 $13K
Covestor Ltd 0.01% Reduce -75.9% 161 $13K
Harbor Capital Advisors, Inc. 0.00% Reduce -31.7% 142 $11K
Parkside Financial Bank & Trust 0.00% Add +475.0% 115 $9K
Darwin Wealth Management, LLC 0.00% Add +0.9% 109 $9K
CIBC Private Wealth Group LLC 0.00% No change 106 $8K
TD Waterhouse Canada Inc. 0.00% New 100 $8K
American National Bank & Trust 0.00% No change 100 $8K
Caitlin John, LLC 0.00% New 81 $6K
Mather Group, Llc. 0.00% New 76 $6K
Parallel Advisors, LLC 0.00% No change 75 $6K
Quadrant Capital Group LLC 0.00% New 63 $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% No change 43 $3K
Clearstead Advisors, LLC 0.00% New 39 $3K
Bessemer Group Inc. 0.00% No change 35 $3K
Essential Partners LLC 0.00% New 30 $2K
Rothschild Investment LLC 0.00% Reduce -37.5% 25 $2K
Bell Investment Advisors, Inc 0.00% Reduce -69.6% 24 $2K
Brown Brothers Harriman & Co. 0.00% No change 24 $2K
IFP Advisors, Inc 0.00% Reduce -64.5% 22 $2K
Rise Advisors, LLC 0.00% New 13 $1K
Halbert Hargrove Global Advisors, LLC 0.00% New 13 $1K
Picton Mahoney Asset Management 0.00% Reduce -99.8% 13 $1K
Global Retirement Partners, LLC 0.00% No change 12 $954
Physician Wealth Advisors, Inc. 0.00% Add +25.0% 10 $795
Bare Financial Services, Inc 0.00% New 8 $636
Transamerica Financial Advisors, LLC 0.00% New 7 $563
Motco 0.00% No change 7 $557
Tortoise Investment Management, LLC 0.00% New 1 $80
Capital Advisors, Ltd. LLC 0.00% No change 6 $0
Hemington Wealth Management 0.00% Reduce -7.7% 12 $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.