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National Health Investors

285 hedge funds and large institutions have $2.34B invested in National Health Investors in 2025 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 104 increasing their positions, 98 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 31

9% more capital invested

Capital invested by funds: $2.16B → $2.34B (+$184M)

3% more funds holding

Funds holding: 277285 (+8)

1.11% more ownership

Funds ownership: 68.32%69.43% (+1.1%)

6% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 98

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

14% less call options, than puts

Call options by funds: $1.08M | Put options by funds: $1.25M

Holders
285
Holders Change
+8
Holders Change %
+2.89%
% of All Funds
3.82%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
42
Increased
104
Reduced
98
Closed
31
Calls
$1.08M
Puts
$1.25M
Net Calls
-$177K
Net Calls Change
+$35K
Name Holding Trade Value Shares
Change
Change in
Stake
CTC
251
Central Trust Company
Missouri
$12.4K
Optiver Holding
252
Optiver Holding
Netherlands
$11.4K +$10.9K +155 New
PC
253
Promethos Capital
Massachusetts
$11.1K
EWA
254
EverSource Wealth Advisors
Alabama
$8.72K -$4.37K -62 -34%
DWM
255
Darwin Wealth Management
Florida
$7.31K
CIBC Private Wealth Group
256
CIBC Private Wealth Group
Georgia
$7.29K
QCG
257
Quadrant Capital Group
Ohio
$7.24K -$987 -14 -13%
BIA
258
Bell Investment Advisors
California
$5.83K
MG
259
Mather Group
Illinois
$5.61K +$3.53K +50 +192%
PA
260
Parallel Advisors
California
$5.54K -$1.41K -20 -21%
RIL
261
Rothschild Investment LLC
Illinois
$5.17K +$3.53K +50 +250%
WT
262
Whittier Trust
California
$4.65K
CFO
263
CVA Family Office
Colorado
$3.62K
UB
264
UMB Bank
Missouri
$3.18K +$3.03K +43 New
Bessemer Group
265
Bessemer Group
New Jersey
$3K -$353 -5 -13%
KIM
266
Kestra Investment Management
Texas
$2.44K +$2.33K +33 New
LC
267
Lindbrook Capital
California
$2.44K
SO
268
Sierra Ocean
California
$1.55K
PFBT
269
Parkside Financial Bank & Trust
Missouri
$1.48K +$1.41K +20 New
CTWM
270
Cherry Tree Wealth Management
Minnesota
$1.4K +$1.34K +19 New
AF
271
Advisornet Financial
Minnesota
$1.33K +$1.27K +18 New
AAP
272
Arax Advisory Partners
Colorado
$1.03K -$5.43K -77 -85%
PMAM
273
Picton Mahoney Asset Management
Ontario, Canada
$1K
SC
274
Stephens Consulting
Michigan
$739 +$705 +10 New
PA
275
PSI Advisors
Florida
$665 +$635 +9 New

NHI Hedge Fund Activity: Q1 2025 in Review

285 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in National Health Investors (NHI) for Q1 2025, worth a combined $2.34B — up 8.5% from $2.16B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new NHI positions and 31 closed out — a net gain of 11 holders — while 104 added to existing stakes and 98 trimmed.

The largest buyer was Bank of America, adding an estimated $18.3M. The largest seller was Millennium Management, cutting an estimated $26.8M.

  • 285 institutional investors held National Health Investors (NHI) as of Q1 2025, up from 277 in Q4 2024.
  • Funds reported $2.34B of National Health Investors stock for Q1 2025, up 8.5% quarter-over-quarter.
  • 42 funds opened new National Health Investors positions in Q1 2025 and 31 closed out, a net change of +11 holders.
  • The largest National Health Investors buyer in Q1 2025 was Bank of America, an estimated $18.3M added.
  • The largest National Health Investors seller in Q1 2025 was Millennium Management, an estimated $26.8M sold.

Based on aggregated 13F filings for Q1 2025.