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Dmitry Balyasny’s National Health Investors NHI Stock Holding History

Dmitry Balyasny’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
Q2 		$9.92M Buy
+130,123
New +$9.96M 0.01% 1059
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

Dmitry Balyasny's NHI Position: Q2 2026 in Review

Dmitry Balyasny opened a new position in National Health Investors (NHI) in Q2 2026: 130,123 shares worth $9.92M. The stake represents 0.01% of the portfolio and ranks #1059 among its holdings. This is a return to the name: Dmitry Balyasny previously reported a position in NHI as recently as Q4 2025.

Dmitry Balyasny first reported a position in NHI in Q1 2017 and has held it in 18 quarters since. The position peaked at $43.1M in Q2 2025. 300 funds tracked by Wall St. Rank hold NHI as of Q2 2026.

  • Dmitry Balyasny held 130,123 shares of National Health Investors worth $9.92M as of Q2 2026.
  • National Health Investors was a new Dmitry Balyasny position in Q2 2026.
  • National Health Investors made up 0.01% of Dmitry Balyasny's portfolio in Q2 2026, its #1059 holding.
  • Dmitry Balyasny first reported a position in National Health Investors in Q1 2017 and has held it in 18 quarters since.
  • Dmitry Balyasny's National Health Investors position peaked at $43.1M in Q2 2025.
  • 300 funds tracked by Wall St. Rank held National Health Investors as of Q2 2026.

Based on Balyasny Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.