We are live on ! Find out more
NHI icon

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
Mitsubishi UFJ Asset Management
76
Mitsubishi UFJ Asset Management
Japan
$3.17M +$201K +2,619 +7%
EGM
77
Engineers Gate Manager
New York
$3.14M -$1.75M -22,851 -36%
Thrivent Financial for Lutherans
78
Thrivent Financial for Lutherans
Minnesota
$3.13M +$2.51M +32,726 +394%
NI
79
Nepsis Inc
Minnesota
$3.11M -$55.2K -721 -2%
Lazard Asset Management
80
Lazard Asset Management
New York
$2.91M +$1.54M +20,175 +112%
Osaic Holdings
81
Osaic Holdings
Arizona
$2.87M +$182K +2,371 +7%
Truist Financial
82
Truist Financial
North Carolina
$2.81M +$38.3K +500 +1%
LPL Financial
83
LPL Financial
California
$2.54M +$210K +2,741 +9%
FGP
84
Freestone Grove Partners
California
$2.34M -$17.4M -227,350 -88%
MCM
85
Militia Capital Management
Texas
$2.32M
Zurich Cantonal Bank
86
Zurich Cantonal Bank
Switzerland
$2.32M -$18.8K -245 -0.8%
Russell Investments Group
87
Russell Investments Group
United Kingdom
$2.28M +$1.3M +16,923 +130%
MIM
88
MetLife Investment Management
New Jersey
$2.26M +$205K +2,680 +10%
NW
89
NewEdge Wealth
Pennsylvania
$2.23M +$546K +7,124 +32%
Amundi
90
Amundi
France
$2.06M +$160K +2,088 +8%
Aberdeen Group
91
Aberdeen Group
United Kingdom
$2.01M -$892K -11,649 -31%
Raymond James Financial
92
Raymond James Financial
Florida
$1.98M -$536K -6,995 -21%
American Century Companies
93
American Century Companies
Missouri
$1.9M +$219K +2,860 +13%
Manulife (Manufacturers Life Insurance)
94
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.87M +$200K +2,617 +12%
NRI
95
NFP Retirement Inc
California
$1.86M -$74.1K -968 -4%
MAM
96
Martingale Asset Management
Massachusetts
$1.82M +$1.09M +14,208 +148%
OCBCO
97
Oversea-Chinese Banking Corp (OCBC)
Singapore
$1.79M -$1.67M -21,783 -48%
RAM
98
Resona Asset Management
Japan
$1.65M +$15.6K +204 +1%
State of Wisconsin Investment Board
99
State of Wisconsin Investment Board
Wisconsin
$1.65M -$2.51M -32,771 -60%
Susquehanna International Group
100
Susquehanna International Group
Pennsylvania
$1.63M -$17.8M -233,016 -92%

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.