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National Health Investors

297 hedge funds and large institutions have $2.9B invested in National Health Investors in 2026 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 113 increasing their positions, 87 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 87

7.04% more ownership

Funds ownership: 71.17%78.22% (+7%)

4% more capital invested

Capital invested by funds: $2.79B → $2.9B (+$104M)

2% less call options, than puts

Call options by funds: $20.2M | Put options by funds: $20.6M

7% less funds holding

Funds holding: 318297 (-21)

23% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 53

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
297
Holders Change
-21
Holders Change %
-6.6%
% of All Funds
3.64%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.02%
New
41
Increased
113
Reduced
87
Closed
53
Calls
$20.2M
Puts
$20.6M
Net Calls
-$330K
Net Calls Change
-$985K
Name Holding Trade Value Shares
Change
Change in
Stake
ERSOT
226
Employees Retirement System of Texas
Texas
$103K +$104K +1,354 New
AssetMark Inc
227
AssetMark Inc
California
$91.6K -$11.9K -155 -11%
NSIM
228
North Star Investment Management
Illinois
$87.7K
IWC
229
Integrated Wealth Concepts
Massachusetts
$84K +$84.4K +1,102 New
FFA
230
Farther Finance Advisors
California
$77.2K +$4.06K +53 +6%
FMB
231
Field & Main Bank
Kentucky
$76.3K
SCM
232
Sterling Capital Management
North Carolina
$74.7K -$23K -300 -23%
TCM
233
Triumph Capital Management
Colorado
$66.8K -$3.83K -50 -5%
Rockefeller Capital Management
234
Rockefeller Capital Management
New York
$59.6K -$5.59K -73 -9%
AAP
235
Arax Advisory Partners
Colorado
$50.3K +$46.3K +605 +1,120%
CT
236
Caldwell Trust
Florida
$48.3K
GFM
237
GF Fund Management
China
$47.7K -$7.04K -92 -13%
AF
238
Allworth Financial
California
$42.2K -$459 -6 -1%
S
239
SignatureFD
Georgia
$40.3K -$4.52K -59 -10%
STB
240
S&T Bank
Pennsylvania
$36.2K
C
241
Covestor
United Kingdom
$34K -$9.19K -120 -21%
KCM
242
Key Capital Management
Tennessee
$33.6K +$11.6K +151 +52%
GI
243
GAMMA Investing
California
$33.3K -$7.04K -92 -17%
IAIM
244
International Assets Investment Management
Florida
$27.7K +$306 +4 +1%
KAS
245
Kemnay Advisory Services
New York
$27.1K -$2.07K -27 -7%
CA
246
Clearstead Advisors
Ohio
$24.3K +$1.38K +18 +6%
W
247
WealthCollab
Washington
$19.1K +$19.1K +250 New
EWA
248
EverSource Wealth Advisors
Alabama
$18.9K -$28.9K -378 -60%
Optiver Holding
249
Optiver Holding
Netherlands
$18.3K +$8.42K +110 +85%
PB
250
Prosperity Bancshares
Texas
$16.9K -$22.1K -289 -57%

NHI Hedge Fund Activity: Q2 2026 in Review

297 of the 8,153 institutional investors tracked by Wall St. Rank reported a position in National Health Investors (NHI) for Q2 2026, worth a combined $2.9B — up 3.7% from $2.79B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of NHI and 41 opened new positions — a net loss of 12 holders — while 87 trimmed existing stakes and 113 added.

The largest buyer was BlackRock, adding an estimated $301M. The largest seller was Prudential Financial, cutting an estimated $67.4M.

  • 297 institutional investors held National Health Investors (NHI) as of Q2 2026, down from 318 in Q1 2026.
  • Funds reported $2.9B of National Health Investors stock for Q2 2026, up 3.7% quarter-over-quarter.
  • 41 funds opened new National Health Investors positions in Q2 2026 and 53 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.