We are live on ! Find out more
NHI icon

National Health Investors

276 hedge funds and large institutions have $2.43B invested in National Health Investors in 2025 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 138 increasing their positions, 66 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more repeat investments, than reductions

Existing positions increased: 138 | Existing positions reduced: 66

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

4.74% more ownership

Funds ownership: 69.43%74.17% (+4.7%)

4% more capital invested

Capital invested by funds: $2.34B → $2.43B (+$85.8M)

3% less funds holding

Funds holding: 285276 (-9)

19% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 32

37% less call options, than puts

Call options by funds: $610K | Put options by funds: $971K

Holders
276
Holders Change
-9
Holders Change %
-3.16%
% of All Funds
3.63%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
26
Increased
138
Reduced
66
Closed
32
Calls
$610K
Puts
$971K
Net Calls
-$361K
Net Calls Change
-$184K
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
251
CIBC Private Wealth Group
Georgia
$7.43K
ANBT
252
American National Bank & Trust
Texas
$7.01K +$7.33K +100 New
BIA
253
Bell Investment Advisors
California
$5.54K
PA
254
Parallel Advisors
California
$5.26K
Optiver Holding
255
Optiver Holding
Netherlands
$5.05K -$6.08K -83 -54%
WT
256
Whittier Trust
California
$4.42K
KIM
257
Kestra Investment Management
Texas
$4.26K +$1.9K +26 +79%
CFO
258
CVA Family Office
Colorado
$3.44K
UB
259
UMB Bank
Missouri
$3.02K
RIL
260
Rothschild Investment LLC
Illinois
$2.81K -$2.2K -30 -43%
LFG
261
Larson Financial Group
Missouri
$2.73K +$2.86K +39 New
Bessemer Group
262
Bessemer Group
New Jersey
$2K
BBHC
263
Brown Brothers Harriman & Co
New York
$1.68K +$1.76K +24 New
SO
264
Sierra Ocean
California
$1.47K
PFBT
265
Parkside Financial Bank & Trust
Missouri
$1.4K
GRP
266
Global Retirement Partners
California
$841 +$879 +12 New
SC
267
SouthState Corp
Florida
$561
PWA
268
Physician Wealth Advisors
Utah
$561 +$586 +8 New
AAP
269
Arax Advisory Partners
Colorado
$491 -$513 -7 -50%
Fifth Third Bancorp
270
Fifth Third Bancorp
Ohio
$491 +$513 +7 New
M
271
MOTCO
Texas
$489
TIM
272
Total Investment Management
Arizona
$114 +$146 +2 New
BIG
273
Brooklyn Investment Group
New York
$71
CIAM
274
Caitong International Asset Management
Hong Kong
$70
TC
275
Truvestments Capital
Florida
$23

NHI Hedge Fund Activity: Q2 2025 in Review

276 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in National Health Investors (NHI) for Q2 2025, worth a combined $2.43B — up 3.7% from $2.34B a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of NHI and 26 opened new positions — a net loss of 6 holders — while 66 trimmed existing stakes and 138 added.

The largest buyer was JP Morgan Chase, adding an estimated $66.4M. The largest seller was Gillson Capital, exiting entirely with an estimated $15.8M sold.

  • 276 institutional investors held National Health Investors (NHI) as of Q2 2025, down from 285 in Q1 2025.
  • Funds reported $2.43B of National Health Investors stock for Q2 2025, up 3.7% quarter-over-quarter.
  • 26 funds opened new National Health Investors positions in Q2 2025 and 32 closed out, a net change of -6 holders.
  • The largest National Health Investors buyer in Q2 2025 was JP Morgan Chase, an estimated $66.4M added.
  • The largest National Health Investors seller in Q2 2025 was Gillson Capital, an estimated $15.8M sold.

Based on aggregated 13F filings for Q2 2025.