National Health Investors
303 hedge funds and large institutions have $2.91B invested in National Health Investors in 2026 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 116 increasing their positions, 88 reducing their positions, and 54 closing their positions.
32% more repeat investments, than reductions
Existing positions increased: 116 | Existing positions reduced: 88
7.39% more ownership
Funds ownership: 71.3% → 78.69% (+7.4%)
4% more capital invested
Capital invested by funds: $2.8B → $2.91B (+$116M)
2% less call options, than puts
Call options by funds: $20.2M | Put options by funds: $20.6M
5% less funds holding
Funds holding: 319 → 303 (-16)
22% less first-time investments, than exits
New positions opened: 42 | Existing positions closed: 54
60% less funds holding in top 10
Funds holding in top 10: 5 → 2 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$301M |
| 2 |
Bank of New York Mellon
New York
|
+$83.6M |
| 3 |
State Street
Boston,
Massachusetts
|
+$58.3M |
| 4 |
Vanguard Portfolio Management
Malvern,
Pennsylvania
|
+$37.4M |
| 5 |
Principal Financial Group
Des Moines,
Iowa
|
+$21.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Prudential Financial
Newark,
New Jersey
|
-$67.4M |
| 2 |
Millennium Management
New York
|
-$52.3M |
| 3 |
LBIM
Land & Buildings Investment Management
Stamford,
Connecticut
|
-$47.5M |
| 4 |
JP Morgan Chase
New York
|
-$43.7M |
| 5 |
MHS
M Holdings Securities
Portland,
Oregon
|
-$39M |
NHI Hedge Fund Activity: Q2 2026 in Review
303 of the 8,305 institutional investors tracked by Wall St. Rank reported a position in National Health Investors (NHI) for Q2 2026, worth a combined $2.91B — up 4.2% from $2.8B a quarter earlier.
Sellers outnumbered buyers: 54 funds closed out of NHI and 42 opened new positions — a net loss of 12 holders — while 88 trimmed existing stakes and 116 added.
The largest buyer was BlackRock, adding an estimated $301M. The largest seller was Prudential Financial, cutting an estimated $67.4M.
- 303 institutional investors held National Health Investors (NHI) as of Q2 2026, down from 319 in Q1 2026.
- Funds reported $2.91B of National Health Investors stock for Q2 2026, up 4.2% quarter-over-quarter.
- 42 funds opened new National Health Investors positions in Q2 2026 and 54 closed out, a net change of -12 holders.
- The largest National Health Investors buyer in Q2 2026 was BlackRock, an estimated $301M added.
- The largest National Health Investors seller in Q2 2026 was Prudential Financial, an estimated $67.4M sold.
Based on aggregated 13F filings for Q2 2026.