Balyasny Asset Management
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Balyasny Asset Management’s National Health Investors NHI Stock Holding History

Balyasny Asset Management’s Portfolio NHI Stock Details NHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-131,772
Closed -$10.1M – 3309
2025
Q4 		$10.1M Sell
131,772
-277,068
-68% -$21.2M 0.01% 1025
2025
Q3 		$32.5M Sell
408,840
-206,120
-34% -$15.4M 0.04% 513
2025
Q2 		$43.1M Buy
614,960
+246,486
+67% +$18.1M 0.06% 385
2025
Q1 		$27.2M Buy
368,474
+23,356
+7% +$1.65M 0.05% 488
2024
Q4 		$23.9M Buy
+345,118
New +$26.2M 0.04% 578
2023
Q1 		– Sell
-343,802
Closed -$18M – 2982
2022
Q4 		$18M Buy
+343,802
New +$18.8M 0.05% 527
2020
Q1 		– Sell
-8,068
Closed -$657K – 1405
2019
Q4 		$657K Buy
8,068
+5,016
+164% +$411K ﹤0.01% 964
2019
Q3 		$251K Sell
3,052
-1,369
-31% -$111K ﹤0.01% 1046
2019
Q2 		$345K Sell
4,421
-2,937
-40% -$228K ﹤0.01% 1296
2019
Q1 		$578K Sell
7,358
-6,254
-46% -$497K ﹤0.01% 1170
2018
Q4 		$1.03M Buy
13,612
+7,279
+115% +$548K 0.01% 892
2018
Q3 		$479K Sell
6,333
-8,152
-56% -$622K ﹤0.01% 1398
2018
Q2 		$1.07M Sell
14,485
-12,750
-47% -$901K ﹤0.01% 1105
2018
Q1 		$1.83M Buy
27,235
+24,420
+867% +$1.67M 0.01% 1021
2017
Q4 		$212K Sell
2,815
-7,209
-72% -$560K ﹤0.01% 1881
2017
Q3 		$775K Buy
+10,024
New +$784K ﹤0.01% 1234
2017
Q2 		– Sell
-147,886
Closed -$10.7M – 1644
2017
Q1 		$10.7M Buy
+147,886
New +$10.8M 0.05% 470

Other funds holding NHI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

Balyasny Asset Management's NHI Position: Q1 2026 in Review

Balyasny Asset Management sold out of National Health Investors (NHI) in Q1 2026, closing a stake of 131,772 shares — an estimated $10.1M sold.

Balyasny Asset Management first reported a position in NHI in Q1 2017 and held it in 17 quarters. The position peaked at $43.1M in Q2 2025. 318 funds tracked by Wall St. Rank hold NHI as of Q1 2026.

  • Balyasny Asset Management reported no remaining National Health Investors position as of Q1 2026 after selling out during the quarter.
  • Balyasny Asset Management sold 131,772 National Health Investors shares in Q1 2026, an estimated $10.1M.
  • Balyasny Asset Management first reported a position in National Health Investors in Q1 2017 and held it in 17 quarters.
  • Balyasny Asset Management's National Health Investors position peaked at $43.1M in Q2 2025.
  • 318 funds tracked by Wall St. Rank held National Health Investors as of Q1 2026.

Based on Balyasny Asset Management's 13F filing for Q1 2026, filed 15 May 2026.