We are live on ! Find out more
NHI icon

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
CTC
201
Central Trust Company
Missouri
$11.4K
WWP
202
WR Wealth Planners
Missouri
$8.47K
CPG
203
Cornerstone Planning Group
New Jersey
$8.05K +$7.12K +111 New
RFS
204
Richardson Financial Services
Massachusetts
$7.65K +$7.25K +113 New
QCG
205
Quadrant Capital Group
Ohio
$7.59K -$577 -9 -7%
AAP
206
Arax Advisory Partners
Colorado
$6.57K +$5.39K +84 +646%
CIBC Private Wealth Group
207
CIBC Private Wealth Group
Georgia
$6.2K
PA
208
Parallel Advisors
California
$5.76K +$641 +10 +13%
PFA
209
Pathway Financial Advisers
Indiana
$5.75K +$128 +2 +2%
CFGS
210
Concourse Financial Group Securities
Alabama
$5.63K
CJ
211
Caitlin John
Michigan
$5.41K +$64 +1 +1%
BIA
212
Bell Investment Advisors
California
$5.35K
GI
213
Gradient Investments
Minnesota
$5.28K
EWA
214
EverSource Wealth Advisors
Alabama
$5.24K +$4.49K +70 New
SAM
215
Smartleaf Asset Management
Massachusetts
$5.07K +$4.81K +75 New
MG
216
Mather Group
Illinois
$4.78K
WT
217
Whittier Trust
California
$4.27K
LC
218
Lindbrook Capital
California
$4.06K
GI
219
GAMMA Investing
California
$3.66K +$2.95K +46 +575%
PPC
220
Park Place Capital
Alabama
$3.39K
CFO
221
CVA Family Office
Colorado
$3.32K +$3.14K +49 New
SWM
222
Sugarloaf Wealth Management
Georgia
$2.98K
GRP
223
Global Retirement Partners
California
$2.44K +$641 +10 +38%
RIL
224
Rothschild Investment LLC
Illinois
$1.35K +$962 +15 +300%
FFA
225
Farther Finance Advisors
California
$1.15K

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.