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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
BIA
151
Benchmark Investment Advisors
Illinois
$339K
ET
152
Equitable Trust
Tennessee
$335K
Stifel Financial
153
Stifel Financial
Missouri
$323K -$83.6K -1,304 -21%
Public Employees Retirement Association of Colorado
154
Public Employees Retirement Association of Colorado
Colorado
$319K
Focus Partners Wealth
155
Focus Partners Wealth
Massachusetts
$317K
Neuberger Berman Group
156
Neuberger Berman Group
New York
$310K +$294K +4,579 New
QCM
157
Quantinno Capital Management
New York
$294K +$5.96K +93 +2%
Schroder Investment Management Group
158
Schroder Investment Management Group
United Kingdom
$278K +$57.3K +894 +28%
AIP
159
Ameritas Investment Partners
Nebraska
$278K -$14.4K -224 -5%
RG
160
Renaissance Group
Kentucky
$277K +$5.96K +93 +2%
PNC Financial Services Group
161
PNC Financial Services Group
Pennsylvania
$277K -$3.01K -47 -1%
VPIM
162
Vanguard Personalized Indexing Management
California
$275K +$261K +4,064 New
M&T Bank
163
M&T Bank
New York
$271K -$577 -9 -0.2%
TC
164
Trust Company
Kansas
$269K
Osaic Holdings
165
Osaic Holdings
Arizona
$266K -$101K -1,569 -29%
SOW
166
State of Wyoming
Wyoming
$250K +$133K +2,072 +128%
MM
167
MQS Management
New York
$243K +$230K +3,593 New
ACP
168
Aviance Capital Partners
Florida
$242K +$229K +3,567 New
ADMI
169
Albert D. Mason Inc
Massachusetts
$235K +$5.13K +80 +2%
MGP
170
Metis Global Partners
California
$231K +$219K +3,409 New
AFA
171
Atlas Financial Advisors
California
$223K -$34.1K -531 -14%
EWM
172
Empirical Wealth Management
Washington
$220K +$208K +3,241 New
BRWA
173
B. Riley Wealth Advisors
Florida
$215K +$201K +3,134 New
SJL
174
Shayne & Jacobs LLC
Tennessee
$210K +$199K +3,100 New
Mariner
175
Mariner
Kansas
$210K +$199K +3,099 New

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.