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National Health Investors

296 hedge funds and large institutions have $2.63B invested in National Health Investors in 2025 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 123 increasing their positions, 78 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

66% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 29

58% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 78

15% more call options, than puts

Call options by funds: $1.02M | Put options by funds: $886K

4% more funds holding

Funds holding: 284296 (+12)

2% less capital invested

Capital invested by funds: $2.68B → $2.63B (-$50.8M)

39.08% less ownership

Funds ownership: 111.32%72.24% (-39%)

Holders
296
Holders Change
+12
Holders Change %
+4.23%
% of All Funds
3.6%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
48
Increased
123
Reduced
78
Closed
29
Calls
$1.02M
Puts
$886K
Net Calls
+$137K
Net Calls Change
-$86K
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
201
PNC Financial Services Group
Pennsylvania
$260K -$25.5K -332 -9%
ET
202
Equitable Trust
Tennessee
$253K
Bank of Montreal
203
Bank of Montreal
Ontario, Canada
$252K -$4.37K -57 -2%
IAA
204
Independent Advisor Alliance
North Carolina
$246K +$6.06K +79 +3%
Mackenzie Financial
205
Mackenzie Financial
Ontario, Canada
$245K -$2.84K -37 -1%
RG
206
Renaissance Group
Kentucky
$245K +$8.97K +117 +4%
IC
207
IEQ Capital
California
$240K +$241K +3,148 New
Neuberger Berman Group
208
Neuberger Berman Group
New York
$240K -$3.45K -45 -1%
CWM
209
CIBC World Markets
New York
$238K +$239K +3,111 New
SJL
210
Shayne & Jacobs LLC
Tennessee
$237K
Teacher Retirement System of Texas
211
Teacher Retirement System of Texas
Texas
$236K -$265K -3,457 -53%
TI
212
Tidal Investments
Wisconsin
$233K -$12.3K -160 -5%
CCC
213
Chelsea Counsel Company
California
$232K
HF
214
HRT Financial
New York
$217K -$266K -3,463 -55%
BFM
215
Boothbay Fund Management
New York
$213K +$214K +2,785 New
BCI
216
Brinker Capital Investments
Pennsylvania
$212K +$213K +2,775 New
CA
217
CapWealth Advisors
Tennessee
$209K
EC
218
EntryPoint Capital
New York
$204K
SCM
219
Sterling Capital Management
North Carolina
$165K -$25.8K -336 -13%
SIC
220
SJS Investment Consulting
Ohio
$160K
US Bancorp
221
US Bancorp
Minnesota
$142K +$91.9K +1,199 +181%
A
222
AlphaQuest
New York
$140K -$155K -2,021 -52%
CT
223
Caldwell Trust
Florida
$132K
SAM
224
Smartleaf Asset Management
Massachusetts
$126K +$32.5K +424 +35%
KBC Group
225
KBC Group
Belgium
$119K