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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
APFP
276
Action Point Financial Planning
Michigan
$2.21K +$2.3K +30 New
MG
277
Mather Group
Illinois
$1.98K
AFC
278
Ares Financial Consulting
California
$1.91K
BIA
279
Bell Investment Advisors
California
$1.83K
BBHC
280
Brown Brothers Harriman & Co
New York
$1.83K
PWA
281
Physician Wealth Advisors
Utah
$1.75K
CFM
282
Cornerstone Financial Management
Massachusetts
$1.75K +$77 +1 +5%
HHCP
283
Hilton Head Capital Partners
South Carolina
$1.68K
KFAS
284
Keating Financial Advisory Services
Kansas
$1.37K -$77 -1 -5%
PWMG
285
Private Wealth Management Group
New Jersey
$1.14K +$1.15K +15 New
LFG
286
Larson Financial Group
Missouri
$991 -$2.53K -33 -72%
QL
287
Quarry LP
New York
$839 +$842 +11 New
ZBNA
288
Zions Bancorporation, National Association
Utah
$839 +$842 +11 New
IA
289
IFP Advisors
Florida
$686 -$77 -1 -10%
MCM
290
Manchester Capital Management
Vermont
$534
M
291
MOTCO
Texas
$534
HFS
292
Hughes Financial Services
Virginia
$458 +$306 +4 +200%
SGFG
293
Silver Grove Financial Group
New York
$381 +$383 +5 New
AT
294
Arlington Trust
Alabama
$229
GIA
295
GHP Investment Advisors
Colorado
$153
GFA
296
Godfrey Financial Associates
New York
$153
TC
297
Truvestments Capital
Florida
$25 -$3.14K -41 Closed
LBIM
298
Land & Buildings Investment Management
Connecticut
-$47.5M -587,247 Closed
Jane Street
299
Jane Street
New York
-$15.2M -198,771 Closed
SO
300
STRS Ohio
Ohio
-$6.2M -76,700 Closed

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.