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National Health Investors

231 hedge funds and large institutions have $1.86B invested in National Health Investors in 2024 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 82 increasing their positions, 76 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 22

10% more capital invested

Capital invested by funds: $1.7B → $1.86B (+$165M)

5% more funds holding

Funds holding: 221231 (+10)

1.09% more ownership

Funds ownership: 62.23%63.32% (+1.1%)

8% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 76

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

22% less call options, than puts

Call options by funds: $724K | Put options by funds: $934K

Holders
231
Holders Change
+10
Holders Change %
+4.52%
% of All Funds
3.34%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
34
Increased
82
Reduced
76
Closed
22
Calls
$724K
Puts
$934K
Net Calls
-$210K
Net Calls Change
-$2.7M
Name Holding Trade Value Shares
Change
Change in
Stake
AWS
126
Atria Wealth Solutions
New York
$583K +$5.51K +86 +1%
SO
127
STRS Ohio
Ohio
$528K +$19.2K +300 +4%
RBFC
128
Roman Butler Fullerton & Co
Missouri
$521K -$24.2K -378 -5%
TRCT
129
Tower Research Capital (TRC)
New York
$520K +$453K +7,057 +1,133%
SI
130
Stephens Inc
Arkansas
$516K +$3.01K +47 +0.6%
PAG
131
Private Advisor Group
New Jersey
$511K +$89.1K +1,389 +23%
Citadel Advisors
132
Citadel Advisors
Florida
$510K -$1.37M -21,416 -74%
COPPSERS
133
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$498K +$1.09K +17 +0.2%
SMDAM
134
Sumitomo Mitsui DS Asset Management
Japan
$487K
AI
135
AdvisorShares Investments
Maryland
$485K +$460K +7,175 New
NYLIM
136
New York Life Investment Management
New York
$468K +$42.9K +669 +11%
Acadian Asset Management
137
Acadian Asset Management
Massachusetts
$457K +$433K +6,758 New
I
138
InceptionR
California
$441K -$96.7K -1,508 -19%
TI
139
Tidal Investments
Wisconsin
$441K +$116K +1,807 +38%
VanEck Associates
140
VanEck Associates
New York
$434K +$26.7K +416 +7%
NAM
141
Nissay Asset Management
Japan
$410K +$27K +421 +7%
DF
142
Donoghue Forlines
Massachusetts
$379K -$2.12K -33 -0.6%
ProShare Advisors
143
ProShare Advisors
Maryland
$379K -$122K -1,910 -25%
KAS
144
Kestra Advisory Services
Texas
$376K -$34.3K -535 -9%
AAS
145
Avantax Advisory Services
Texas
$375K +$355K +5,538 New
CB
146
Commerce Bank
Missouri
$374K
II
147
Inspire Investing
Idaho
$356K -$31K -484 -8%
Royal Bank of Canada
148
Royal Bank of Canada
Ontario, Canada
$354K +$165K +2,580 +98%
DCM
149
DGS Capital Management
New Jersey
$347K +$91.8K +1,431 +39%
Cetera Investment Advisers
150
Cetera Investment Advisers
Illinois
$344K +$93.2K +1,454 +40%

NHI Hedge Fund Activity: Q2 2024 in Review

231 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in National Health Investors (NHI) for Q2 2024, worth a combined $1.86B — up 9.7% from $1.7B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new NHI positions and 22 closed out — a net gain of 12 holders — while 82 added to existing stakes and 76 trimmed.

The largest buyer was Nuveen, adding an estimated $11.4M. The largest seller was Waterfront Capital Partners, exiting entirely with an estimated $19.1M sold.

  • 231 institutional investors held National Health Investors (NHI) as of Q2 2024, up from 221 in Q1 2024.
  • Funds reported $1.86B of National Health Investors stock for Q2 2024, up 9.7% quarter-over-quarter.
  • 34 funds opened new National Health Investors positions in Q2 2024 and 22 closed out, a net change of +12 holders.
  • The largest National Health Investors buyer in Q2 2024 was Nuveen, an estimated $11.4M added.
  • The largest National Health Investors seller in Q2 2024 was Waterfront Capital Partners, an estimated $19.1M sold.

Based on aggregated 13F filings for Q2 2024.