National Health Investors
276 hedge funds and large institutions have $2.43B invested in National Health Investors in 2025 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 138 increasing their positions, 66 reducing their positions, and 32 closing their positions.
109% more repeat investments, than reductions
Existing positions increased: 138 | Existing positions reduced: 66
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
4.74% more ownership
Funds ownership: 69.43% → 74.17% (+4.7%)
4% more capital invested
Capital invested by funds: $2.34B → $2.43B (+$85.8M)
3% less funds holding
Funds holding: 285 → 276 (-9)
19% less first-time investments, than exits
New positions opened: 26 | Existing positions closed: 32
37% less call options, than puts
Call options by funds: $610K | Put options by funds: $971K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$66.4M |
| 2 |
Millennium Management
New York
|
+$46.1M |
| 3 |
MHS
M Holdings Securities
Portland,
Oregon
|
+$37.9M |
| 4 |
CIM
Centersquare Investment Management
Conshohocken,
Pennsylvania
|
+$23M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
+$18.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Gillson Capital
Chicago,
Illinois
|
-$15.8M |
| 2 |
UBS AM
Chicago,
Illinois
|
-$15.3M |
| 3 |
LBIM
Land & Buildings Investment Management
Stamford,
Connecticut
|
-$9.3M |
| 4 |
Prudential Financial
Newark,
New Jersey
|
-$7.26M |
| 5 |
Goldman Sachs
New York
|
-$4.16M |
NHI Hedge Fund Activity: Q2 2025 in Review
276 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in National Health Investors (NHI) for Q2 2025, worth a combined $2.43B — up 3.7% from $2.34B a quarter earlier.
Sellers outnumbered buyers: 32 funds closed out of NHI and 26 opened new positions — a net loss of 6 holders — while 66 trimmed existing stakes and 138 added.
The largest buyer was JP Morgan Chase, adding an estimated $66.4M. The largest seller was Gillson Capital, exiting entirely with an estimated $15.8M sold.
- 276 institutional investors held National Health Investors (NHI) as of Q2 2025, down from 285 in Q1 2025.
- Funds reported $2.43B of National Health Investors stock for Q2 2025, up 3.7% quarter-over-quarter.
- 26 funds opened new National Health Investors positions in Q2 2025 and 32 closed out, a net change of -6 holders.
- The largest National Health Investors buyer in Q2 2025 was JP Morgan Chase, an estimated $66.4M added.
- The largest National Health Investors seller in Q2 2025 was Gillson Capital, an estimated $15.8M sold.
Based on aggregated 13F filings for Q2 2025.