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National Health Investors
NHI

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: 221 → 231 (+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: 2 → 2 (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

Top Buyers

1
N
Nuveen
North Carolina
+$11.4M
2
SIS
Sound Income Strategies
Florida
+$9.78M
3
BlackRock
BlackRock
New York
+$6.11M
4
LIMS
Lasalle Investment Management Securities
Maryland
+$5.99M
5
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
+$4.18M

Top Sellers

1
WCP
Waterfront Capital Partners
New York
-$19.1M
2
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$12.5M
3
UBS AM
UBS AM
Illinois
-$8.6M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$3.45M
5
Legal & General Group
Legal & General Group
United Kingdom
-$3.34M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$416M -$3.45M -53,764 -0.9%
BlackRock
2
BlackRock
New York
$299M +$6.11M +95,214 +2%
State Street
3
State Street
Massachusetts
$129M -$335K -5,218 -0.3%
Principal Financial Group
4
Principal Financial Group
Iowa
$120M -$1.58M -24,623 -1%
Macquarie Group
5
Macquarie Group
Australia
$73.9M -$1.89M -29,428 -3%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$73.6M +$3M +46,723 +4%
Bank of America
7
Bank of America
North Carolina
$57.6M +$2.59M +40,446 +5%
Charles Schwab
8
Charles Schwab
California
$49.4M +$836K +13,042 +2%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$41.2M -$220K -3,423 -0.6%
LIMS
10
Lasalle Investment Management Securities
Maryland
$40.7M +$5.99M +93,450 +18%
Norges Bank
11
Norges Bank
Norway
$36.9M +$3.19M +49,809 +10%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$36.2M +$48.8K +761 +0.1%
Northern Trust
13
Northern Trust
Illinois
$34.7M -$781K -12,179 -2%
Sumitomo Mitsui Trust Group
14
Sumitomo Mitsui Trust Group
Japan
$32M +$4.18M +65,104 +16%
LBIM
15
Land & Buildings Investment Management
Connecticut
$28.3M +$1.17M +18,232 +5%
Mirae Asset Global ETFs Holdings
16
Mirae Asset Global ETFs Holdings
Hong Kong
$26M +$24.6M +383,522 New
GKIM
17
GW&K Investment Management
Massachusetts
$24.2M -$784K -12,230 -3%
N
18
Nuveen
North Carolina
$19.8M +$11.4M +177,623 +155%
Legal & General Group
19
Legal & General Group
United Kingdom
$18M -$3.34M -52,128 -16%
Morgan Stanley
20
Morgan Stanley
New York
$13.6M -$385K -6,011 -3%
Deutsche Bank
21
Deutsche Bank
Germany
$12.7M +$3.27M +50,978 +37%
JP Morgan Chase
22
JP Morgan Chase
New York
$10.7M -$3.12M -48,630 -23%
SIS
23
Sound Income Strategies
Florida
$10.4M +$9.78M +152,425 +21,963%
LSV Asset Management
24
LSV Asset Management
Illinois
$8.9M +$301K +4,700 +4%
JAM
25
Jupiter Asset Management
United Kingdom
$8.41M +$3.03M +47,278 +61%
1
2 3 4 5

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.