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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
SCM
51
Sophron Capital Management
New Jersey
$5.39M +$2.7M +35,245 +100%
AllianceBernstein
52
AllianceBernstein
Tennessee
$5.32M +$736K +9,605 +17%
SPS
53
Susquehanna Portfolio Strategies
Pennsylvania
$4.94M +$3.58M +46,784 +260%
T. Rowe Price Associates
54
T. Rowe Price Associates
Maryland
$4.84M +$819K +10,692 +20%
Citigroup
55
Citigroup
New York
$4.55M -$180K -2,352 -4%
CAPTRUST Financial Advisors
56
CAPTRUST Financial Advisors
North Carolina
$4.41M -$18.5K -242 -0.4%
PFPG
57
Pinnacle Financial Partners (Georgia)
Georgia
$4.39M
JBC
58
Jefferson Bridge Capital
Tennessee
$4.38M +$888K +11,600 +25%
Arrowstreet Capital
59
Arrowstreet Capital
Massachusetts
$4.33M +$4.35M +56,776 New
DekaBank Deutsche Girozentrale
60
DekaBank Deutsche Girozentrale
Germany
$4.3M
CP
61
Clayton Partners
California
$4.26M +$14.7K +192 +0.3%
Renaissance Technologies
62
Renaissance Technologies
New York
$3.97M +$796K +10,401 +25%
Sumitomo Mitsui Trust Group
63
Sumitomo Mitsui Trust Group
Japan
$3.85M -$71K -927 -2%
Macquarie Group
64
Macquarie Group
Australia
$3.84M +$56.7K +740 +1%
Adage Capital Partners
65
Adage Capital Partners
Massachusetts
$3.81M -$8.42M -110,000 -69%
LDB
66
Lee, Danner & Bass
Tennessee
$3.6M -$306K -4,000 -8%
COPPSERS
67
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$3.58M +$1.97M +25,741 +122%
CIM
68
Centersquare Investment Management
Pennsylvania
$3.56M -$31.9M -416,870 -90%
SOADOR
69
State of Alaska Department of Revenue
Alaska
$3.54M +$1.27M +16,594 +56%
EP
70
Edgestream Partners
New Jersey
$3.49M +$1.36M +17,713 +63%
AQR Capital Management
71
AQR Capital Management
Connecticut
$3.36M -$287K -3,751 -8%
Vanguard Asset Management
72
Vanguard Asset Management
$3.31M +$175K +2,288 +6%
Vanguard Investments Australia
73
Vanguard Investments Australia
Australia
$3.31M +$71.4K +933 +2%
Franklin Resources
74
Franklin Resources
California
$3.31M +$374K +4,884 +13%
Qube Research & Technologies (QRT)
75
Qube Research & Technologies (QRT)
United Kingdom
$3.29M -$29.6M -386,438 -90%

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.