Natl Health InvestorsNHI

13F holders, Q1 2026 (March 31)
319holders +23
46new positions
23sold out
6famous investors
$80.96avg. 13F price*

At the end of Q1 2026, 319 institutions reported holding Natl Health Investors Inc. (NHI) in their 13F filings, up 23 from Q4 2025. 46 opened new positions and 23 sold out. The largest holders were BlackRock, Inc. ($388.7M), Vanguard Portfolio Management LLC ($334.9M) and Vanguard Capital Management LLC ($168.6M). 6 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 Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Natl Health Investors Inc.
Filed as
NATIONAL HEALTH INVS INC (Q1 2026)
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 2025 → Q1 2026

InstitutionsTotal Value
New Positions46$40.6M
Exits23$21.3M

All 13F filers, Q4 2025 → Q1 2026: 3,037,148 shares bought and 2,059,977 shares sold, net +977,171 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 319 holders

BlackRock, Inc. 0.01% Reduce -0.6% 4,806,857 $388.7M
Vanguard Portfolio Management LLC 0.02% — 4,142,216 $334.9M
Vanguard Capital Management LLC 0.00% — 2,084,620 $168.6M
State Street Corp. 0.01% Reduce -1.1% 1,974,390 $161.4M
Principal Financial Group Inc. 0.07% Add +2.0% 1,700,908 $137.5M
Geode Capital Management, LLC 0.01% Add +3.9% 1,311,240 $106.0M
Prudential Financial Inc. 0.11% Add +13.4% 1,137,183 $92.0M
JPMorgan Chase & Co. 0.01% Reduce -0.0% 986,592 $81.3M
Bank of America Corp. 0.01% Add +20.0% 992,802 $80.3M
Nomura Asset Management International Inc. 0.12% Reduce -1.5% 897,302 $72.6M
Charles Schwab Investment Management Inc. 0.01% Add +1.1% 825,991 $66.8M
Millennium Management 0.05% Add +62.1% 761,993 $61.6M
Dimensional Fund Advisors LP 0.01% Add +2.7% 686,249 $55.5M
Land & Buildings Investment Management, LLC 8.03% Add +42.1% 587,247 $47.5M
Northern Trust Corp. 0.01% Add +2.3% 562,847 $45.5M
M Holdings Securities, Inc. 2.90% No change 531,179 $43.0M
Bank of New York Mellon Corp 0.01% Reduce -4.2% 514,731 $41.6M
Centersquare Investment Management LLC 0.39% Reduce -59.8% 463,532 $37.5M
Qube Research & Technologies Ltd 0.05% Add +84.9% 429,547 $34.7M
Two Sigma Investments, LP 0.03% Add +70.4% 420,074 $34.0M
Morgan Stanley 0.00% Add +59.9% 379,886 $30.7M
GW&K Investment Management, LLC 0.24% Add +19.3% 335,036 $27.1M
Vanguard Fiduciary Trust Co. 0.01% — 311,743 $25.2M
Sound Income Strategies, LLC 1.02% Add +0.3% 257,712 $21.1M
Bowen Hanes & Co. Inc. 0.51% No change 260,000 $21.0M
Freestone Grove Partners LP 0.15% Reduce -9.9% 258,023 $20.9M
Susquehanna International Group, LLP 0.03% Add +462.9% 254,389 $20.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +0.9% 236,308 $19.1M
Legal & General Group Plc 0.00% Reduce -7.9% 231,743 $18.7M
Goldman Sachs Group Inc. 0.00% Add +27.0% 216,728 $17.5M
Jane Street Group, LLC 0.02% New 198,771 $16.1M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% Reduce -18.9% 186,037 $15.0M
Deutsche Bank AG 0.00% Add +35.5% 170,674 $13.8M
Adage Capital Partners Gp, L.L.C. 0.02% Reduce -38.5% 160,000 $12.9M
Daiwa Securities Group Inc. 0.04% Add +53.2% 156,584 $12.7M
Algert Global LLC 0.18% Add +1610.7% 145,580 $11.8M
Marshall Wace, LLP 0.01% Reduce -46.3% 134,141 $10.8M
Citadel Advisors 0.01% Add +265.5% 133,124 $10.8M
UBS Group AG 0.00% Reduce -35.4% 127,634 $10.3M
Nuveen, LLC 0.00% Add +1.9% 113,797 $9.2M
SG Americas Securities, LLC 0.01% Add +818.3% 110,587 $8.9M
Woodmont Investment Counsel LLC 0.52% Add +0.3% 104,119 $8.4M
Invesco Ltd. 0.00% Add +7.5% 94,762 $7.7M
Swiss National Bank 0.00% Add +0.8% 94,320 $7.6M
Asset Management One Co., Ltd. 0.02% Reduce -17.4% 92,366 $7.5M
First Trust Advisors LP 0.01% Reduce -1.9% 88,301 $7.1M
HSBC Holdings PLC 0.00% Add +12.1% 84,520 $6.8M
Beacon Pointe Advisors, LLC 0.04% New 83,927 $6.8M
CANADA LIFE ASSURANCE Co 0.01% Add +0.6% 83,730 $6.8M
Morgan Stanley Institutional Investment Advisors LLC 0.60% Reduce -0.2% 76,893 $6.2M
STRS Ohio 0.02% Reduce -31.8% 76,700 $6.2M
Nomura Asset Management Co. Ltd. 0.02% Add +3.5% 73,260 $5.9M
Rhumbline Advisers 0.00% Reduce -1.7% 67,400 $5.4M
Engineers Gate Manager LP 0.06% Add +210.0% 64,006 $5.2M
Wells Fargo & Company 0.00% Reduce -32.1% 62,810 $5.1M
Citigroup Inc. 0.00% Reduce -4.5% 61,954 $5.0M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.04% Add +19.5% 59,500 $4.8M
Captrust Financial Advisors 0.01% Add +551.9% 58,067 $4.7M
Pinnacle Financial Partners, Inc. 0.04% Add +1.8% 57,627 $4.7M
Clayton Partners LLC 3.27% Add +0.4% 55,676 $4.5M
State of Wisconsin Investment Board 0.01% Add +17.7% 54,345 $4.4M
DekaBank Deutsche Girozentrale 0.01% No change 53,209 $4.4M
Public Employees Retirement System of Ohio 0.01% Reduce -17.3% 54,036 $4.4M
Alliancebernstein L.P. 0.00% Reduce -0.7% 56,191 $4.3M
T. Rowe Price Associates Inc. 0.00% Add +19.8% 52,763 $4.3M
California State Teachers Retirement System 0.00% Add +15.5% 51,949 $4.2M
Sumitomo Mitsui Trust Group, Inc. 0.00% Reduce -2.1% 51,373 $4.2M
Lee Danner & Bass Inc. 0.26% No change 51,220 $4.1M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% Add +352.6% 50,202 $4.1M
Macquarie Group Ltd. 0.02% Add +0.9% 49,557 $4.0M
ExodusPoint Capital Management, LP 0.04% New 48,506 $3.9M
AQR Capital Management 0.00% Add +37.9% 47,783 $3.9M
HRT Financial LP 0.01% Add +1531.7% 46,569 $3.8M
Jefferson Bridge Capital, LLC 3.68% No change 45,799 $3.7M
Allianz Asset Management GmbH 0.00% Reduce -0.5% 45,316 $3.7M
OVERSEA-CHINESE BANKING Corp Ltd 0.11% Reduce -15.0% 45,207 $3.7M
Vanguard Investments Australia, Ltd. 0.01% — 42,457 $3.4M
Renaissance Technologies 0.01% New 41,699 $3.4M
Nepsis Inc. 1.12% Reduce -2.6% 41,490 $3.4M
VANGUARD ASSET MANAGEMENT, Ltd 0.00% — 41,115 $3.3M
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Add +6.1% 38,973 $3.2M
Franklin Resources Inc. 0.00% Reduce -1.1% 38,502 $3.1M
Aberdeen Group plc 0.01% Reduce -16.3% 37,958 $3.1M
Truist Financial Corp. 0.00% Add +0.3% 36,358 $2.9M
Sophron Capital Management L.P. 0.84% Reduce -17.3% 35,414 $2.9M
Osaic Holdings, Inc. 0.00% Add +5.6% 35,246 $2.9M
Fieldview Capital Management, LLC 0.80% Add +36.9% 34,041 $2.8M
Ameriprise Financial Inc. 0.00% Reduce -16.6% 33,287 $2.7M
Raymond James Financial Inc. 0.00% Add +3.9% 32,928 $2.7M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Add +10.4% 30,633 $2.5M
LPL Financial LLC 0.00% Reduce -3.9% 30,510 $2.5M
Militia Capital Management LLC 0.55% — 30,400 $2.5M
Quantbot Technologies LP 0.10% Add +293.3% 30,207 $2.4M
Squarepoint Ops LLC 0.01% Add +184.8% 29,847 $2.4M
State of Alaska, Department of Revenue 0.03% Add +1.3% 29,861 $2.4M
Edgestream Partners, L.P. 0.07% Reduce -39.5% 28,101 $2.3M
MetLife Investment Management, LLC 0.01% Reduce -87.3% 26,964 $2.2M
Tudor Investment Corporation 0.01% Reduce -72.6% 26,232 $2.1M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Reduce -5.9% 25,846 $2.1M
State of New Jersey Common Pension Fund D 0.01% Reduce -7.9% 25,349 $2.0M
Wealthspire Retirement, LLC 0.12% Add +0.9% 25,318 $2.0M
Amundi 0.00% Add +5.2% 24,866 $2.0M
Forty-three Eighteen Advisors, LLC 1.51% New 24,791 $2.0M
Barclays PLC 0.00% Reduce -69.0% 23,908 $1.9M
Schroder Investment Management Group 0.00% Reduce -17.4% 23,711 $1.9M
BNP Paribas Financial Markets 0.00% Add +2.4% 22,587 $1.8M
Jackson Creek Investment Advisors LLC 0.54% Reduce -0.8% 22,559 $1.8M
Janus Henderson Group PLC 0.00% Add +14.9% 22,409 $1.8M
Jupiter Asset Management Ltd. 0.01% No change 22,262 $1.8M
NewEdge Wealth, LLC 0.02% Add +48.8% 22,054 $1.8M
American Century Companies Inc. 0.00% Add +4.5% 22,012 $1.8M
Manufacturers Life Insurance Company, The 0.00% Reduce -1.6% 21,903 $1.8M
Sei Investments Co. 0.00% Reduce -23.3% 21,700 $1.8M
Resona Asset Management Co.,Ltd. 0.01% Add +4.7% 21,067 $1.7M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Add +39.0% 21,152 $1.7M
Jump Financial, LLC 0.03% Add +1.2% 19,600 $1.6M
Dark Forest Capital Management LP 0.14% Add +112.5% 19,162 $1.5M
Handelsbanken Fonder AB 0.01% No change 19,051 $1.5M
Vanguard Global Advisers, LLC 0.00% — 18,969 $1.5M
Victory Capital Management Inc. 0.00% Add +0.2% 18,766 $1.5M
Janney Montgomery Scott LLC 0.00% Reduce -6.8% 18,110 $1.5M
Lazard Asset Management LLC 0.00% New 18,012 $1.5M
Susquehanna Portfolio Strategies, LLC 0.02% Add +116.3% 18,000 $1.5M
Lighthouse Investment Partners, LLC 0.05% Reduce -79.0% 17,745 $1.4M
Jain Global LLC 0.02% Reduce -5.6% 16,994 $1.4M
Biltmore Family Office, LLC 0.19% Add +134.0% 16,477 $1.3M
Canada Pension Plan Investment Board 0.00% Reduce -14.4% 16,100 $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% 15,167 $1.2M
Ausbil Investment Management Ltd 0.60% Add +15.6% 14,848 $1.2M
Creative Planning 0.00% Add +22.3% 14,678 $1.2M
TBH Global Asset Management, LLC 0.24% Reduce -15.4% 14,576 $1.2M
Intech Investment Management LLC 0.01% Reduce -38.2% 14,227 $1.2M
Van Eck Associates Corp. 0.00% Add +5.5% 13,281 $1.1M
Arizona State Retirement System 0.01% Reduce -1.2% 13,088 $1.1M
Russell Investments Group, Ltd. 0.00% Reduce -2.8% 13,018 $1.1M
Police & Firemen's Retirement System of New Jersey 0.01% No change 12,807 $1.0M
Metis Global Partners, LLC 0.02% Add +10.8% 12,482 $1.0M
NewEdge Advisors, LLC 0.00% Add +18.1% 12,046 $974K
Envestnet Asset Management Inc. 0.00% Add +3.8% 12,017 $972K
Weiss Asset Management LP 0.02% New 11,952 $966K
Quantinno Capital Management LP 0.00% Add +21.2% 11,498 $930K
Cwm, LLC 0.00% Reduce -3.4% 11,496 $930K
Commonwealth Equity Services, LLC 0.00% Reduce -9.1% 11,035 $892K
Sumitomo Mitsui DS Asset Management Company, Ltd 0.01% No change 10,851 $877K
State Board of Administration of Florida Retirement System 0.00% No change 10,800 $873K
KLP Kapitalforvaltning As 0.00% Add +2.9% 10,500 $857K
D. E. Shaw & Co. 0.00% Reduce -57.3% 10,483 $848K
Royal Bank of Canada 0.00% Reduce -11.7% 10,140 $820K
Credit Agricole S A 0.00% No change 9,931 $803K
Cetera Investment Advisers 0.00% Reduce -9.6% 9,756 $789K
UniSuper Management Pty Ltd 0.01% No change 9,700 $784K
Martingale Asset Management L P 0.02% No change 9,618 $778K
Vestcor Inc 0.02% New 9,381 $759K
Family Legacy, Inc. 0.23% No change 9,340 $755K
Cambridge Investment Research Advisors, Inc. 0.00% Add +2.2% 9,196 $744K
Stephens Inc. 0.01% Add +2.7% 9,006 $728K
Schnieders Capital Management, Llc. 0.11% Reduce -1.7% 8,903 $720K
Teacher Retirement System of Texas 0.00% Add +184.4% 8,791 $711K
Thrivent Financial for Lutherans 0.00% Add +4.4% 8,302 $671K
Brevan Howard Capital Management LP 0.01% Add +32.6% 8,190 $662K
Voya Investment Management LLC 0.00% Reduce -2.4% 8,164 $660K
Sagespring Wealth Partners, LLC 0.01% Add +0.9% 8,134 $658K
Vident Advisory, LLC 0.01% Reduce -12.6% 7,976 $645K
Bailard, Inc. 0.01% Reduce -24.8% 7,900 $639K
Schonfeld Strategic Advisors LLC 0.01% New 7,641 $618K
Cambria Investment Management, L.P. 0.03% Reduce -6.8% 7,633 $617K
IFM Investors Pty Ltd 0.01% New 7,630 $617K
Y-Intercept (Hong Kong) Ltd 0.01% Reduce -75.5% 7,510 $607K
Nissay Asset Management Corp. /Japan 0.00% Add +3.8% 7,497 $606K
Kestra Advisory Services, LLC 0.00% Reduce -4.2% 7,490 $606K
Roman Butler Fullerton & Co. 0.17% Add +1.7% 7,122 $604K
Independent Financial Group, LLC 0.01% Add +5.5% 7,443 $602K
Pictet Asset Management Holding SA 0.00% Add +9.8% 7,331 $593K
Pensionfund PDN 0.33% No change 7,000 $566K
ProShare Advisors LLC 0.00% Reduce -20.7% 6,816 $551K
Inspire Investing, LLC 0.03% Add +3.2% 6,310 $510K
Boothbay Fund Management, LLC 0.01% Add +123.5% 6,223 $503K
Jones Financial Companies LLLP 0.00% Add +72.7% 6,005 $494K
Fox Run Management, L.L.C. 0.09% New 5,975 $492K
Vanguard Personalized Indexing Management, LLC 0.00% Add +9.6% 5,956 $482K
Federation des caisses Desjardins du Quebec 0.00% Add +49.8% 5,625 $455K
Baird Financial Group, Inc. 0.00% Reduce -0.9% 5,550 $449K
Swiss Life Asset Management Ltd 0.00% New 5,517 $446K
FMR LLC 0.00% Add +7.9% 5,438 $440K
Central Valley Advisors, LLC 0.11% No change 5,181 $419K
Commerce Bank 0.00% Add +4.1% 5,065 $410K
Benchmark Investment Advisors LLC 0.23% — 5,000 $404K
Aviance Capital Partners, LLC 0.05% Reduce -3.7% 4,924 $398K
Belleair Asset Management, LLC 0.35% No change 4,706 $381K
Public Employees Retirement Association of Colorado 0.00% No change 4,703 $380K
Alexander Randolph Advisory, Inc. 0.32% No change 4,616 $373K
M&T Bank Corp 0.00% Add +1.3% 4,562 $369K
Albert D Mason Inc. 0.23% Reduce -0.8% 4,489 $363K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -7.4% 4,335 $360K
Xponance LLC 0.00% Add +19.4% 4,446 $360K
EP Wealth Advisors, LLC 0.00% Reduce -4.9% 4,369 $353K
Focus Partners Wealth 0.00% Reduce -16.2% 4,111 $332K
Brown Advisory Inc. 0.00% Reduce -14.4% 4,000 $323K
Trust Co 0.03% No change 3,969 $321K
Tower Research Capital LLC (TRC) 0.01% Add +208.3% 3,962 $320K
Quadrature Capital Ltd 0.00% New 3,925 $317K
Concurrent Investment Advisors, LLC 0.00% New 3,901 $315K
Focus Partners Advisor Solutions, LLC 0.00% New 3,899 $315K
Stifel Financial Corp. 0.00% Reduce -33.1% 3,870 $313K
Ameritas Investment Partners, Inc. 0.01% No change 3,864 $312K
Ensign Peak Advisors, Inc 0.00% No change 3,802 $307K
Mercer Global Advisors Inc. 0.00% Reduce -20.8% 3,653 $295K
Nisa Investment Advisors, LLC 0.00% Reduce -37.6% 3,578 $294K
PNC Financial Services Group, Inc. 0.00% Add +7.1% 3,640 $294K
&partners 0.00% Add +0.8% 3,524 $285K
Pensionfund Sabic 0.34% No change 3,500 $283K
Bokf, NA 0.00% Reduce -20.2% 3,473 $281K
Bank of Montreal 0.00% Add +0.5% 3,316 $268K
Renaissance Group LLC 0.01% Reduce -1.3% 3,166 $256K
Shayne & Jacobs, LLC 0.08% No change 3,100 $251K
Chelsea Counsel Co. 0.11% No change 3,000 $245K
Tidal Investments LLC 0.00% Reduce -2.1% 2,988 $242K
Entropy Technologies, LP 0.01% New 2,987 $242K
DRW Securities, LLC 0.01% New 2,985 $241K
Neuberger Berman Group LLC 0.00% Reduce -6.2% 2,941 $238K
Allspring Global Investments Holdings, LLC 0.00% New 2,776 $227K
CapWealth Advisors, LLC 0.02% No change 2,741 $222K
Chicago Partners Investment Group LLC 0.00% New 2,847 $218K
DNB Asset Management AS 0.00% New 2,599 $210K
State of Wyoming 0.02% New 2,583 $209K
Bridgefront Capital, LLC 0.05% New 2,522 $204K
Catalyst Funds Management Pty Ltd 0.03% New 2,500 $202K
Orion Porfolio Solutions, LLC 0.00% Reduce -10.2% 2,491 $201K
US Bancorp \de 0.00% Add +13.8% 2,118 $171K
SJS Investment Consulting Inc. 0.02% No change 2,101 $170K
Smartleaf Asset Management LLC 0.01% Add +10.6% 1,802 $149K
KBC Group NV 0.00% No change 1,561 $126K
Beacon Investment Advisory Services, Inc. 0.00% New 1,400 $113K
Assetmark, Inc. 0.00% Add +13.5% 1,356 $110K
Sterling Capital Management LLC 0.00% Reduce -40.9% 1,280 $104K
FIL Ltd 0.00% Reduce -13.1% 1,163 $94K
North Star Investment Management Corp. 0.01% No change 1,150 $93K
Field & Main Bank 0.02% No change 1,000 $81K
Mirae Asset Global Investments Co., Ltd. 0.00% Reduce -83.0% 980 $79K
Farther Finance Advisors, LLC 0.00% Reduce -2.1% 959 $78K
Triumph Capital Management 0.02% Add +5.7% 925 $76K
MAI Capital Management 0.00% Add +4.9% 920 $74K
Rockefeller Capital Management L.P. 0.00% Reduce -16.3% 855 $69K
Advisory Services Network, LLC 0.00% New 824 $67K
GF Fund Management Co. LTD. 0.00% Reduce -8.8% 718 $58K
C M Bidwell & Associates Ltd. 0.03% Reduce -24.3% 711 $57K
Caldwell Trust Co 0.00% Reduce -63.5% 633 $51K
EverSource Wealth Advisors, LLC 0.00% Add +34.3% 626 $51K
Signaturefd, LLC 0.00% Add +154.6% 588 $48K
Allworth Financial LP 0.00% Add +8.5% 560 $45K
Covestor Ltd 0.03% Reduce -40.9% 564 $45K
Los Angeles Capital Management LLC 0.00% New 543 $44K
GAMMA Investing LLC 0.00% Add +14.8% 529 $43K
Prosperity Bancshares Inc 0.03% New 511 $41K
S&T Bank 0.01% No change 475 $38K
Kemnay Advisory Services Inc. 0.01% Add +282.0% 382 $31K
International Assets Investment Management, LLC 0.00% Add +1.1% 358 $29K
Loomis Sayles & Co. L P 0.00% No change 357 $29K
Tompkins Financial Corp. 0.00% New 330 $27K
Clearstead Advisors, LLC 0.00% New 300 $24K
Key Capital Management, INC 0.02% Reduce -53.3% 290 $23K
Exchange Traded Concepts, LLC 0.00% New 287 $23K
Quadrant Capital Group LLC 0.00% Add +87.6% 257 $21K
Caitong International Asset Management Co., Ltd 0.00% New 220 $18K
Steward Partners Investment Advisory, LLC 0.00% Add +5.3% 198 $16K
CENTRAL TRUST Co 0.00% Add +4.8% 176 $14K
Destiny Wealth Partners, LLC 0.00% New 173 $14K
Harbour Investments, Inc. 0.00% Add +1.8% 173 $14K
Basecamp Wealth Advisors LLC 0.00% Reduce -11.0% 130 $11K
Optiver Holding B.V. 0.00% New 130 $11K
Parkside Financial Bank & Trust 0.00% No change 125 $10K
Darwin Wealth Management, LLC 0.00% Add +1.8% 112 $9K
Root Financial Partners, LLC 0.00% New 104 $8K
Northwestern Mutual Wealth Management Co. 0.00% New 100 $8K
Hamrick Investment Counsel, llc 0.00% New 95 $8K
Pinnacle Wealth Planning Services, Inc. 0.00% No change 91 $7K
Caitlin John, LLC 0.00% Add +1.2% 83 $7K
Versant Capital Management, Inc 0.00% Add +158.1% 80 $6K
Parallel Advisors, LLC 0.00% Add +6.7% 80 $6K
Lanark Financial, Inc. 0.00% New 77 $6K
NorthAvenue LLC 0.00% No change 70 $6K
UMB Bank, n.a. 0.00% No change 65 $5K
Whittier Trust Co. 0.00% No change 63 $5K
Mosley Wealth Management 0.00% New 62 $5K
Essential Partners LLC 0.00% Reduce -1.8% 55 $4K
Arax Advisory Partners 0.00% Reduce -14.3% 54 $4K
CVA Family Office, LLC 0.00% No change 49 $4K
Larson Financial Group LLC 0.00% No change 46 $4K
Blue Trust, Inc. 0.00% Reduce -80.0% 44 $4K
Truvestments Capital LLC 0.00% Add +0.0% 41 $3K
Rothschild Investment LLC 0.00% Add +14.7% 39 $3K
Bessemer Group Inc. 0.00% No change 35 $3K
Spire Wealth Management 0.00% No change 29 $2K
Mather Group, Llc. 0.00% New 26 $2K
Ares Financial Consulting, LLC 0.00% No change 25 $2K
Bell Investment Advisors, Inc 0.00% No change 24 $2K
Brown Brothers Harriman & Co. 0.00% No change 24 $2K
Physician Wealth Advisors, Inc. 0.00% No change 23 $2K
Cornerstone Financial Management LLC 0.00% Add +37.5% 22 $2K
Hilton Head Capital Partners, LLC 0.00% New 22 $2K
Keating Financial Advisory Services, Inc. 0.00% Add +11.8% 19 $2K
Bare Financial Services, Inc 0.00% Add +85.7% 13 $1K
Picton Mahoney Asset Management 0.00% No change 13 $1K
IFP Advisors, Inc 0.00% Reduce -16.7% 10 $809
Transamerica Financial Advisors, LLC 0.00% Add +16.7% 7 $572
Manchester Capital Management LLC 0.00% No change 7 $567
Motco 0.00% No change 7 $566
Kilter Group LLC 0.00% New 3 $243
Arlington Trust Co LLC 0.00% New 3 $243
Dunhill Financial, LLC 0.00% No change 2 $201
Godfrey Financial Associates, Inc. 0.00% No change 2 $162
GHP Investment Advisors, Inc. 0.00% New 2 $162
Hughes Financial Services, LLC 0.00% Add +100.0% 2 $162
Sunrise Financial Services, LLC 0.00% New 1 $81
Silicon Valley Capital Partners 0.00% New 1 $81
True Wealth Design, LLC 0.00% Reduce -75.0% 1 $81
Twin Peaks Wealth Advisors, LLC 0.00% New 1 $81
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.