Natl Health InvestorsNHI

13F holders, Q4 2025 (December 31)
296holders +12
31new positions
29sold out
5famous investors
$76.45avg. 13F price*

At the end of Q4 2025, 296 institutions reported holding Natl Health Investors Inc. (NHI) in their 13F filings, up 12 from Q3 2025. 31 opened new positions and 29 sold out. The largest holders were Vanguard Group Inc. ($496.2M), BlackRock, Inc. ($369.1M) and State Street Corp. ($154.3M). 5 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 Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Natl Health Investors Inc.
Filed as
NATIONAL HEALTH INVS INC (Q4 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions31$61.1M
Exits29$29.0M

All 13F filers, Q3 2025 → Q4 2025: 2,060,882 shares bought and 3,049,256 shares sold, net −988,374 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 296 holders

Vanguard Group Inc. 0.01% Reduce -0.0% 6,496,852 $496.2M
BlackRock, Inc. 0.01% Add +3.0% 4,833,389 $369.1M
State Street Corp. 0.01% Reduce -0.9% 1,997,410 $154.3M
Principal Financial Group Inc. 0.07% Add +1.9% 1,668,006 $127.4M
Geode Capital Management, LLC 0.01% Add +1.5% 1,262,657 $96.4M
Centersquare Investment Management LLC 0.87% Add +17.0% 1,154,060 $88.1M
Prudential Financial Inc. 0.09% Add +36.3% 1,002,773 $76.6M
JPMorgan Chase & Co. 0.01% Reduce -38.8% 986,744 $75.4M
Nomura Asset Management International Inc. 0.11% — 911,203 $69.6M
Bank of America Corp. 0.00% Add +8.0% 827,335 $63.2M
Charles Schwab Investment Management Inc. 0.01% Add +3.4% 817,085 $62.4M
Norges Bank 0.01% — 724,125 $55.3M
Dimensional Fund Advisors LP 0.01% Add +2.3% 668,085 $51.0M
Northern Trust Corp. 0.01% Reduce -4.9% 550,430 $42.0M
Bank of New York Mellon Corp 0.01% Reduce -7.0% 537,231 $41.0M
M Holdings Securities, Inc. 2.90% Add +2.8% 531,179 $40.6M
Millennium Management 0.03% Reduce -15.6% 470,161 $35.9M
Land & Buildings Investment Management, LLC 5.24% Reduce -5.2% 413,133 $31.6M
Freestone Grove Partners LP 0.16% New 286,355 $21.9M
GW&K Investment Management, LLC 0.19% Reduce -1.9% 280,792 $21.4M
Sound Income Strategies, LLC 0.97% Add +6.5% 256,898 $20.6M
Adage Capital Partners Gp, L.L.C. 0.03% New 260,000 $19.9M
Bowen Hanes & Co. Inc. 0.50% No change 260,000 $19.9M
Legal & General Group Plc 0.00% Add +22.8% 251,588 $19.2M
Marshall Wace, LLP 0.02% Reduce -17.4% 249,949 $19.1M
Two Sigma Investments, LP 0.03% Reduce -19.3% 246,537 $18.8M
Morgan Stanley 0.00% Add +20.3% 237,569 $18.1M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -1.0% 234,075 $17.9M
Qube Research & Technologies Ltd 0.03% Reduce -12.7% 232,270 $17.7M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.03% Add +1.5% 229,482 $17.5M
MetLife Investment Management, LLC 0.08% Add +9.9% 212,485 $16.2M
Two Sigma Advisers, LP 0.03% Reduce -25.8% 209,100 $16.0M
UBS Group AG 0.00% Add +3.7% 197,518 $15.1M
Goldman Sachs Group Inc. 0.00% Reduce -15.1% 170,686 $13.0M
Balyasny Asset Management L.P. 0.02% Reduce -67.8% 131,772 $10.1M
Deutsche Bank AG 0.00% Add +3.0% 125,980 $9.6M
Asset Management One Co., Ltd. 0.02% Reduce -0.2% 111,816 $8.6M
STRS Ohio 0.03% Reduce -32.8% 112,400 $8.6M
Nuveen, LLC 0.00% Add +13.3% 111,642 $8.5M
Woodmont Investment Counsel LLC 0.50% Add +7.8% 103,817 $7.9M
Daiwa Securities Group Inc. 0.03% Add +94.6% 102,211 $7.8M
Tudor Investment Corporation 0.04% Reduce -17.8% 95,878 $7.3M
Swiss National Bank 0.00% Add +3.4% 93,620 $7.1M
Wells Fargo & Company 0.00% Add +12.4% 92,457 $7.1M
First Trust Advisors LP 0.01% Add +30.0% 90,045 $6.9M
Invesco Ltd. 0.00% Reduce -12.4% 88,140 $6.7M
Lighthouse Investment Partners, LLC 0.22% Reduce -34.9% 84,600 $6.5M
CANADA LIFE ASSURANCE Co 0.01% Reduce -5.9% 83,208 $6.4M
Morgan Stanley Institutional Investment Advisors LLC 0.62% New 77,029 $5.9M
Barclays PLC 0.00% Add +15.0% 76,996 $5.9M
Voloridge Investment Management, LLC 0.02% Add +1.6% 76,629 $5.9M
HSBC Holdings PLC 0.00% Add +20.7% 75,426 $5.8M
Nomura Asset Management Co. Ltd. 0.01% Add +2.1% 70,810 $5.4M
Rhumbline Advisers 0.00% Reduce -11.9% 68,548 $5.2M
Public Employees Retirement System of Ohio 0.02% Reduce -3.2% 65,343 $5.0M
Citigroup Inc. 0.00% Add +22.8% 64,879 $5.0M
Meritage Portfolio Management 0.32% Add +47.6% 62,512 $4.8M
Pinnacle Financial Partners, Inc. 0.03% — 56,627 $4.3M
Alliancebernstein L.P. 0.00% Add +4.3% 56,580 $4.3M
Clayton Partners LLC 3.06% Add +14.4% 55,456 $4.2M
OVERSEA-CHINESE BANKING Corp Ltd 0.11% Add +59.8% 53,168 $4.1M
Sumitomo Mitsui Trust Group, Inc. 0.00% Add +1.8% 52,461 $4.0M
Lee Danner & Bass Inc. 0.28% Reduce -13.7% 51,220 $3.9M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.02% Reduce -42.8% 49,800 $3.8M
Macquarie Group Ltd. 0.02% Reduce -95.0% 49,113 $3.8M
DekaBank Deutsche Girozentrale 0.01% No change 53,209 $3.7M
Edgestream Partners, L.P. 0.10% New 46,450 $3.5M
State of Wisconsin Investment Board 0.01% Add +1.0% 46,161 $3.5M
Jefferson Bridge Capital, LLC 3.52% — 45,799 $3.5M
Allianz Asset Management GmbH 0.00% Reduce -54.7% 45,534 $3.5M
Aberdeen Group plc 0.01% Add +73.7% 45,355 $3.5M
Susquehanna International Group, LLP 0.00% Reduce -11.3% 45,191 $3.5M
California State Teachers Retirement System 0.00% Add +5.3% 44,986 $3.4M
T. Rowe Price Associates Inc. 0.00% Add +5.5% 44,055 $3.4M
Sophron Capital Management L.P. 1.05% Add +129.1% 42,815 $3.3M
Nepsis Inc. 1.01% Reduce -3.1% 42,607 $3.3M
Ameriprise Financial Inc. 0.00% Add +0.4% 39,933 $3.1M
Franklin Resources Inc. 0.00% Reduce -24.1% 38,933 $3.0M
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Add +2.5% 36,721 $2.8M
Citadel Advisors 0.00% Add +199.2% 36,418 $2.8M
Truist Financial Corp. 0.00% Add +0.0% 36,233 $2.8M
AQR Capital Management 0.00% Add +43.2% 34,642 $2.6M
Osaic Holdings, Inc. 0.00% Add +50.5% 33,376 $2.5M
LPL Financial LLC 0.00% Add +5.5% 31,750 $2.4M
Raymond James Financial Inc. 0.00% Add +0.1% 31,692 $2.4M
Y-Intercept (Hong Kong) Ltd 0.05% New 30,712 $2.3M
State of Alaska, Department of Revenue 0.02% Add +18.4% 29,466 $2.2M
Schroder Investment Management Group 0.00% Add +1.6% 28,721 $2.2M
Sei Investments Co. 0.00% Add +5.0% 28,290 $2.2M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +2.9% 27,737 $2.1M
State of New Jersey Common Pension Fund D 0.01% No change 27,521 $2.1M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Reduce -46.8% 27,479 $2.1M
Wealthspire Retirement, LLC 0.12% Add +0.4% 25,097 $1.9M
Fieldview Capital Management, LLC 0.32% New 24,874 $1.9M
D. E. Shaw & Co. 0.00% Reduce -27.3% 24,530 $1.9M
Amundi 0.00% Add +2.2% 23,641 $1.8M
Intech Investment Management LLC 0.02% No change 23,028 $1.8M
Jackson Creek Investment Advisors LLC 0.51% Reduce -7.2% 22,750 $1.7M
Jupiter Asset Management Ltd. 0.01% No change 22,262 $1.7M
Manufacturers Life Insurance Company, The 0.00% Reduce -4.1% 22,249 $1.7M
BNP Paribas Financial Markets 0.00% Add +82.1% 22,061 $1.7M
American Century Companies Inc. 0.00% Add +2.7% 21,069 $1.6M
Engineers Gate Manager LP 0.02% Add +2.6% 20,648 $1.6M
Resona Asset Management Co.,Ltd. 0.01% Reduce -3.6% 20,127 $1.6M
Militia Capital Partners, LP 0.58% Add +53.4% 20,100 $1.5M
Janus Henderson Group PLC 0.00% No change 19,509 $1.5M
Janney Montgomery Scott LLC 0.00% Add +0.1% 19,438 $1.5M
Jump Financial, LLC 0.02% Add +53.9% 19,360 $1.5M
Handelsbanken Fonder AB 0.00% No change 19,051 $1.5M
Canada Pension Plan Investment Board 0.00% New 18,800 $1.4M
Victory Capital Management Inc. 0.00% Add +15.9% 18,724 $1.4M
Jain Global LLC 0.01% Add +89.4% 18,007 $1.4M
Susquehanna Fundamental Investments, LLC 0.05% Reduce -9.4% 17,398 $1.3M
TBH Global Asset Management, LLC 0.22% Add +17.8% 17,236 $1.3M
New York State Common Retirement Fund 0.00% No change 15,252 $1.2M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Add +1.4% 15,214 $1.2M
Private Advisor Group, LLC 0.01% Reduce -0.1% 15,163 $1.2M
NewEdge Wealth, LLC 0.01% Add +11.8% 14,823 $1.1M
Russell Investments Group, Ltd. 0.00% Add +2.0% 13,386 $1.0M
Arizona State Retirement System 0.01% Reduce -4.2% 13,243 $1.0M
Ausbil Investment Management Ltd 0.56% No change 12,850 $981K
Police & Firemen's Retirement System of New Jersey 0.01% Add +0.1% 12,807 $978K
Van Eck Associates Corp. 0.00% Add +11.6% 12,595 $962K
Commonwealth Equity Services, LLC 0.00% Reduce -2.5% 12,135 $927K
SG Americas Securities, LLC 0.00% Add +70.5% 12,042 $920K
Creative Planning 0.00% Add +3.2% 12,001 $917K
Cwm, LLC 0.00% Reduce -8.5% 11,895 $908K
Envestnet Asset Management Inc. 0.00% Add +10.0% 11,581 $884K
Royal Bank of Canada 0.00% Add +173.0% 11,479 $878K
Metis Global Partners, LLC 0.02% Add +7.0% 11,270 $861K
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Add +0.5% 11,091 $847K
Sumitomo Mitsui DS Asset Management Company, Ltd 0.01% No change 10,851 $829K
State Board of Administration of Florida Retirement System 0.00% No change 10,800 $825K
Cetera Investment Advisers 0.00% Add +0.0% 10,790 $824K
Bailard, Inc. 0.02% New 10,500 $802K
Squarepoint Ops LLC 0.00% New 10,479 $800K
KLP Kapitalforvaltning As 0.00% Add +4.1% 10,200 $787K
NewEdge Advisors, LLC 0.00% Add +111.6% 10,202 $779K
Credit Agricole S A 0.00% No change 9,931 $758K
UniSuper Management Pty Ltd 0.00% Reduce -25.9% 9,700 $741K
Acadian Asset Management LLC 0.00% Add +103.5% 9,668 $737K
Martingale Asset Management L P 0.02% No change 9,618 $735K
Quantinno Capital Management LP 0.00% Add +29.8% 9,489 $725K
Family Legacy, Inc. 0.21% No change 9,340 $713K
Vident Advisory, LLC 0.01% Reduce -13.3% 9,126 $697K
Schnieders Capital Management, Llc. 0.11% No change 9,053 $691K
Dark Forest Capital Management LP 0.03% Reduce -74.4% 9,016 $689K
Cambridge Investment Research Advisors, Inc. 0.00% Add +1.6% 8,995 $687K
Captrust Financial Advisors 0.00% Add +1.7% 8,907 $680K
Stephens Inc. 0.01% Add +0.6% 8,773 $670K
ProShare Advisors LLC 0.00% Add +8.7% 8,597 $657K
Algert Global LLC 0.01% Add +23.0% 8,510 $650K
Voya Investment Management LLC 0.00% No change 8,366 $639K
Susquehanna Portfolio Strategies, LLC 0.01% Reduce -24.6% 8,320 $635K
Cambria Investment Management, L.P. 0.04% Add +0.1% 8,194 $626K
Sagespring Wealth Partners, LLC 0.01% Add +1.0% 8,064 $616K
Thrivent Financial for Lutherans 0.00% Reduce -67.3% 7,955 $608K
Kestra Advisory Services, LLC 0.00% Reduce -24.4% 7,814 $597K
Quantbot Technologies LP 0.02% Reduce -47.8% 7,681 $587K
Guggenheim Capital LLC 0.00% Reduce -9.9% 7,305 $558K
Roman Butler Fullerton & Co. 0.14% Add +0.3% 7,001 $552K
Nissay Asset Management Corp. /Japan 0.00% Add +3.7% 7,226 $552K
Biltmore Family Office, LLC 0.08% New 7,041 $544K
Independent Financial Group, LLC 0.01% Add +5.1% 7,058 $539K
Pensionfund PDN 0.35% No change 7,000 $535K
Pictet Asset Management Holding SA 0.00% Add +10.5% 6,680 $510K
Brevan Howard Capital Management LP 0.01% Reduce -36.6% 6,177 $472K
Inspire Investing, LLC 0.04% Add +7.1% 6,112 $467K
Nisa Investment Advisors, LLC 0.00% Reduce -26.3% 5,736 $445K
Stifel Financial Corp. 0.00% Reduce -0.9% 5,781 $442K
Mirae Asset Global Investments Co., Ltd. 0.00% Add +25.4% 5,753 $439K
Baird Financial Group, Inc. 0.00% Reduce -2.6% 5,603 $428K
Vanguard Personalized Indexing Management, LLC 0.00% Add +5.1% 5,436 $415K
Campbell & CO Investment Adviser LLC 0.02% Add +32.1% 5,393 $412K
Central Valley Advisors, LLC 0.12% No change 5,181 $396K
Aviance Capital Partners, LLC 0.04% Reduce -9.3% 5,114 $391K
FMR LLC 0.00% Add +13.9% 5,038 $385K
Focus Partners Wealth 0.00% Add +4.0% 4,904 $375K
Commerce Bank 0.00% Reduce -0.7% 4,866 $372K
Belleair Asset Management, LLC 0.34% — 4,706 $359K
Public Employees Retirement Association of Colorado 0.00% No change 4,703 $359K
Wealth Enhancement Advisory Services, LLC 0.00% Add +9.3% 4,683 $358K
Brown Advisory Inc. 0.00% Add +12.3% 4,675 $357K
Alexander Randolph Advisory, Inc. 0.29% Add +10.8% 4,616 $353K
Mercer Global Advisors Inc. 0.00% New 4,610 $352K
EP Wealth Advisors, LLC 0.00% — 4,592 $351K
Albert D Mason Inc. 0.23% Add +0.6% 4,523 $345K
M&T Bank Corp 0.00% New 4,505 $344K
Bokf, NA 0.01% Reduce -0.5% 4,351 $332K
Avantax Planning Partners, Inc. 0.01% No change 4,208 $321K
Mariner, LLC 0.00% New 4,103 $314K
Dynamic Technology Lab Private Ltd 0.07% New 4,023 $307K
Trust Co 0.03% No change 3,969 $303K
Ameritas Investment Partners, Inc. 0.01% No change 3,864 $295K
Ensign Peak Advisors, Inc 0.00% Reduce -59.1% 3,802 $290K
Federation des caisses Desjardins du Quebec 0.00% Add +29.5% 3,755 $287K
Xponance LLC 0.00% Add +2.5% 3,723 $284K
Pensionfund Sabic 0.07% Reduce -16.7% 3,500 $267K
&partners 0.00% Add +1.8% 3,496 $267K
Jones Financial Companies LLLP 0.00% Add +18.3% 3,477 $266K
PNC Financial Services Group, Inc. 0.00% Reduce -8.9% 3,399 $260K
Equitable Trust Co. 0.01% No change 3,310 $253K
Bank of Montreal 0.00% Reduce -1.7% 3,300 $252K
Independent Advisor Alliance 0.01% Add +2.5% 3,225 $246K
Mackenzie Financial Corp. 0.00% Reduce -1.2% 3,164 $245K
Renaissance Group LLC 0.01% Add +3.8% 3,206 $245K
Ieq Capital, LLC 0.00% New 3,148 $240K
Neuberger Berman Group LLC 0.00% Reduce -1.4% 3,136 $240K
Cibc World Markets Corp. 0.00% — 3,111 $238K
Shayne & Jacobs, LLC 0.07% No change 3,100 $237K
Teacher Retirement System of Texas 0.00% Reduce -52.8% 3,091 $236K
Tidal Investments LLC 0.00% Reduce -5.0% 3,052 $233K
Chelsea Counsel Co. 0.10% No change 3,000 $232K
HRT Financial LP 0.00% Reduce -54.8% 2,854 $217K
Boothbay Fund Management, LLC 0.01% New 2,785 $213K
Orion Porfolio Solutions, LLC 0.00% New 2,775 $212K
CapWealth Advisors, LLC 0.02% No change 2,741 $209K
EntryPoint Capital, LLC 0.08% No change 2,669 $204K
Sterling Capital Management LLC 0.00% Reduce -13.4% 2,167 $165K
SJS Investment Consulting Inc. 0.02% No change 2,101 $160K
US Bancorp \de 0.00% Add +180.8% 1,862 $142K
AlphaQuest LLC 0.01% Reduce -52.4% 1,838 $140K
Caldwell Trust Co 0.01% No change 1,733 $132K
Smartleaf Asset Management LLC 0.00% Add +35.2% 1,630 $126K
KBC Group NV 0.00% No change 1,561 $119K
Amalgamated Bank 0.00% Reduce -2.1% 1,477 $113K
FIL Ltd 0.00% Reduce -31.1% 1,339 $102K
Tower Research Capital LLC (TRC) 0.00% Reduce -58.5% 1,285 $98K
Assetmark, Inc. 0.00% Add +23.4% 1,195 $91K
North Star Investment Management Corp. 0.01% No change 1,150 $88K
Rockefeller Capital Management L.P. 0.00% Add +80.6% 1,022 $78K
Field & Main Bank 0.02% No change 1,000 $76K
Farther Finance Advisors, LLC 0.00% Reduce -13.1% 980 $75K
Covestor Ltd 0.04% Add +492.6% 954 $73K
C M Bidwell & Associates Ltd. 0.03% Add +1.6% 939 $72K
MAI Capital Management 0.00% Add +7.2% 877 $67K
Triumph Capital Management 0.01% New 875 $67K
GF Fund Management Co. LTD. 0.00% Add +0.6% 787 $60K
Key Capital Management, INC 0.05% — 621 $47K
Allworth Financial LP 0.00% Reduce -1.0% 516 $39K
S&T Bank 0.01% No change 475 $36K
EverSource Wealth Advisors, LLC 0.00% Add +21.0% 466 $36K
GAMMA Investing LLC 0.00% Add +41.9% 461 $35K
Garton & Associates Financial Advisors LLC 0.02% — 428 $33K
Loomis Sayles & Co. L P 0.00% Add +32.7% 357 $27K
International Assets Investment Management, LLC 0.00% New 354 $27K
Beaird Harris Wealth Management, LLC 0.00% New 242 $18K
Signaturefd, LLC 0.00% No change 231 $18K
Blue Trust, Inc. 0.00% Reduce -74.2% 220 $17K
Global Retirement Partners, LLC 0.00% Add +1600.0% 204 $16K
Steward Partners Investment Advisory, LLC 0.00% No change 188 $14K
Harbour Investments, Inc. 0.00% No change 170 $13K
CENTRAL TRUST Co 0.00% No change 168 $13K
Basecamp Wealth Advisors LLC 0.00% — 146 $11K
Harbor Capital Advisors, Inc. 0.00% Reduce -1.4% 140 $11K
Quadrant Capital Group LLC 0.00% Add +117.5% 137 $10K
Reflection Asset Management 0.01% — 130 $10K
Parkside Financial Bank & Trust 0.00% Add +8.7% 125 $10K
Darwin Wealth Management, LLC 0.00% Add +0.9% 110 $8K
CIBC Private Wealth Group LLC 0.00% No change 106 $8K
Kemnay Advisory Services Inc. 0.00% New 100 $8K
DV Trading LLC 0.00% — 100 $8K
Pinnacle Wealth Planning Services, Inc. 0.00% New 91 $7K
Caitlin John, LLC 0.00% Add +1.2% 82 $6K
Parallel Advisors, LLC 0.00% No change 75 $6K
NorthAvenue LLC 0.00% — 70 $5K
UMB Bank, n.a. 0.00% Add +51.2% 65 $5K
Arax Advisory Partners 0.00% Reduce -89.6% 63 $5K
Whittier Trust Co. 0.00% No change 63 $5K
Essential Partners LLC 0.00% Add +86.7% 56 $4K
Quarry LP 0.00% New 53 $4K
CVA Family Office, LLC 0.00% No change 49 $4K
Larson Financial Group LLC 0.00% Reduce -72.6% 46 $4K
Bessemer Group Inc. 0.00% No change 35 $3K
Rothschild Investment LLC 0.00% Add +36.0% 34 $3K
Versant Capital Management, Inc 0.00% New 31 $2K
Spire Wealth Management 0.00% New 29 $2K
Ares Financial Consulting, LLC 0.00% — 25 $2K
Bell Investment Advisors, Inc 0.00% No change 24 $2K
Brown Brothers Harriman & Co. 0.00% No change 24 $2K
Optima Capital LLC 0.00% New 23 $2K
Physician Wealth Advisors, Inc. 0.00% Add +130.0% 23 $2K
Keating Financial Advisory Services, Inc. 0.00% — 17 $1K
Cornerstone Financial Management LLC 0.00% — 16 $1K
Picton Mahoney Asset Management 0.00% No change 13 $993
IFP Advisors, Inc 0.00% Reduce -45.5% 12 $916
Flagship Harbor Advisors, LLC 0.00% New 10 $773
Manchester Capital Management LLC 0.00% New 7 $535
Bare Financial Services, Inc 0.00% Reduce -12.5% 7 $535
Motco 0.00% No change 7 $535
Transamerica Financial Advisors, LLC 0.00% Reduce -14.3% 6 $464
True Wealth Design, LLC 0.00% New 4 $306
Dunhill Financial, LLC 0.00% New 2 $190
Godfrey Financial Associates, Inc. 0.00% — 2 $153
Hughes Financial Services, LLC 0.00% New 1 $76
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.