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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
Wealth Enhancement Advisory Services
176
Wealth Enhancement Advisory Services
Minnesota
$210K +$198K +3,094 New
WIC
177
Woodmont Investment Counsel
Tennessee
$207K +$196K +3,052 New
CCC
178
Chelsea Counsel Company
California
$206K
Mirae Asset Global Investments
179
Mirae Asset Global Investments
South Korea
$193K -$12.5M -195,013 -99%
ECM
180
EMC Capital Management
Texas
$192K
Fidelity International
181
Fidelity International
Bermuda
$175K +$166K +2,590 New
FPFS
182
First Personal Financial Services
North Carolina
$157K
Allspring Global Investments
183
Allspring Global Investments
North Carolina
$114K -$58.4K -911 -35%
AB
184
Amalgamated Bank
New York
$99K +$2.37K +37 +3%
KBC Group
185
KBC Group
Belgium
$85K +$22.3K +347 +38%
NSIM
186
North Star Investment Management
Illinois
$77.9K
US Bancorp
187
US Bancorp
Minnesota
$77.9K +$192 +3 +0.3%
CT
188
Caldwell Trust
Florida
$74.5K
FMB
189
Field & Main Bank
Kentucky
$67.7K
BTI
190
Blue Trust Inc
Georgia
$46.7K +$45.9K +716 +2,652%
IAIM
191
International Assets Investment Management
Florida
$35.5K +$33.7K +525 New
AF
192
Allworth Financial
California
$35.2K
AssetMark Inc
193
AssetMark Inc
California
$34.3K +$449 +7 +1%
CWM
194
Compass Wealth Management
Connecticut
$32.2K
PS
195
Principal Securities
Iowa
$31K +$10.1K +157 +52%
SWS
196
SYSTM Wealth Solutions
Illinois
$24.1K
UFF
197
USA Financial Formulas
Michigan
$22.9K +$21.7K +338 New
S
198
SignatureFD
Georgia
$16.3K +$7.95K +124 +106%
SPIA
199
Steward Partners Investment Advisory
New York
$11.7K -$3.08K -48 -22%
HI
200
Harbour Investments
Wisconsin
$11.5K

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.