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National Health Investors

285 hedge funds and large institutions have $2.34B invested in National Health Investors in 2025 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 104 increasing their positions, 98 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 31

9% more capital invested

Capital invested by funds: $2.16B → $2.34B (+$184M)

3% more funds holding

Funds holding: 277285 (+8)

1.11% more ownership

Funds ownership: 68.32%69.43% (+1.1%)

6% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 98

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

14% less call options, than puts

Call options by funds: $1.08M | Put options by funds: $1.25M

Holders
285
Holders Change
+8
Holders Change %
+2.89%
% of All Funds
3.82%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
42
Increased
104
Reduced
98
Closed
31
Calls
$1.08M
Puts
$1.25M
Net Calls
-$177K
Net Calls Change
+$35K
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
151
Sagespring Wealth Partners
Tennessee
$579K +$6.07K +86 +1%
SI
152
Stephens Inc
Arkansas
$578K -$19.5K -276 -3%
Cambridge Investment Research Advisors
153
Cambridge Investment Research Advisors
Iowa
$544K -$39.8K -565 -7%
Royal Bank of Canada
154
Royal Bank of Canada
Ontario, Canada
$542K -$26.2K -372 -5%
RBFC
155
Roman Butler Fullerton & Co
Missouri
$518K +$1.48K +21 +0.3%
PDN
156
Pensionfund DSM Netherlands
Netherlands
$517K -$70.5K -1,000 -13%
Teacher Retirement System of Texas
157
Teacher Retirement System of Texas
Texas
$493K -$168K -2,384 -26%
NAM
158
Nissay Asset Management
Japan
$469K -$8.89K -126 -2%
Russell Investments Group
159
Russell Investments Group
United Kingdom
$448K -$298K -4,226 -41%
AIMCA
160
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$443K -$550K -7,800 -57%
PS
161
Pensionfund Sabic
Netherlands
$443K -$70.5K -1,000 -14%
CIM
162
Cambria Investment Management
California
$440K -$67.8K -962 -14%
Verition Fund Management
163
Verition Fund Management
Connecticut
$433K -$11.8K -167 -3%
MGP
164
Metis Global Partners
California
$425K +$54.5K +773 +16%
VPIM
165
Vanguard Personalized Indexing Management
California
$415K +$52.5K +744 +15%
KAS
166
Kestra Advisory Services
Texas
$414K +$2.82K +40 +0.7%
IFG
167
Independent Financial Group
California
$412K +$393K +5,573 New
Baird Financial Group
168
Baird Financial Group
Wisconsin
$410K
Victory Capital Management
169
Victory Capital Management
Texas
$388K -$1.73M -24,470 -82%
CB
170
Commerce Bank
Missouri
$387K -$3.6K -51 -1%
CVA
171
Central Valley Advisors
California
$383K
AAS
172
Avantax Advisory Services
Texas
$373K -$21.9K -310 -6%
ACP
173
Aviance Capital Partners
Florida
$372K +$49.8K +706 +16%
BIA
174
Benchmark Investment Advisors
Illinois
$369K
Focus Partners Wealth
175
Focus Partners Wealth
Massachusetts
$362K +$1.98K +28 +0.6%

NHI Hedge Fund Activity: Q1 2025 in Review

285 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in National Health Investors (NHI) for Q1 2025, worth a combined $2.34B — up 8.5% from $2.16B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new NHI positions and 31 closed out — a net gain of 11 holders — while 104 added to existing stakes and 98 trimmed.

The largest buyer was Bank of America, adding an estimated $18.3M. The largest seller was Millennium Management, cutting an estimated $26.8M.

  • 285 institutional investors held National Health Investors (NHI) as of Q1 2025, up from 277 in Q4 2024.
  • Funds reported $2.34B of National Health Investors stock for Q1 2025, up 8.5% quarter-over-quarter.
  • 42 funds opened new National Health Investors positions in Q1 2025 and 31 closed out, a net change of +11 holders.
  • The largest National Health Investors buyer in Q1 2025 was Bank of America, an estimated $18.3M added.
  • The largest National Health Investors seller in Q1 2025 was Millennium Management, an estimated $26.8M sold.

Based on aggregated 13F filings for Q1 2025.