National Health Investors
About: National Health Investors Inc is a housing and medical facility REIT. The company operates through two reportable segments, i.e., Real Estate Investments and Senior Housing Operating Portfolio (SHOP). The Real Estate Investments segment, which generates maximum revenue, consists of real estate investments and leases, mortgages, and other notes receivables in independent living facilities, assisted living facilities, entrance fee communities, senior living campuses, skilled nursing facilities, and a hospital. The SHOP segment is comprised of two ventures that own the operations of independent living facilities. The company's revenues are derived in the form of rental income, mortgage and other notes receivable interest income, and resident fees and services.
Employees: 30
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
109% more repeat investments, than reductions
Existing positions increased: 136 | Existing positions reduced: 65
100% more funds holding in top 10
Funds holding in top 10: 1 [Q1] → 2 (+1) [Q2]
6.02% more ownership
Funds ownership: 68.01% [Q1] → 74.03% (+6.02%) [Q2]
6% more capital invested
Capital invested by funds: $2.3B [Q1] → $2.43B (+$129M) [Q2]
4% less funds holding
Funds holding: 282 [Q1] → 272 (-10) [Q2]
16% less first-time investments, than exits
New positions opened: 27 | Existing positions closed: 32
37% less call options, than puts
Call options by funds: $610K | Put options by funds: $971K
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
3 analyst ratings
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Wells Fargo
John Kilichowski
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$80
|
Equal-Weight
Maintained
|
27 Aug 2025 |
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Truist Securities
Michael Lewis
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$81
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Buy
Maintained
|
15 Aug 2025 |
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Keybanc
Craig Mailman
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$80
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Overweight
Upgraded
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10 Jul 2025 |
Financial journalist opinion
