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National Health Investors

285 hedge funds and large institutions have $2.34B invested in National Health Investors in 2025 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 104 increasing their positions, 98 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 31

9% more capital invested

Capital invested by funds: $2.16B → $2.34B (+$184M)

3% more funds holding

Funds holding: 277285 (+8)

1.11% more ownership

Funds ownership: 68.32%69.43% (+1.1%)

6% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 98

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

14% less call options, than puts

Call options by funds: $1.08M | Put options by funds: $1.25M

Holders
285
Holders Change
+8
Holders Change %
+2.89%
% of All Funds
3.82%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
42
Increased
104
Reduced
98
Closed
31
Calls
$1.08M
Puts
$1.25M
Net Calls
-$177K
Net Calls Change
+$35K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$469M -$4.8M -68,099 -1%
BlackRock
2
BlackRock
New York
$338M +$124K +1,761 +0%
State Street
3
State Street
Massachusetts
$144M +$2.52M +35,723 +2%
Principal Financial Group
4
Principal Financial Group
Iowa
$120M -$1.41M -20,008 -1%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$87.1M +$4.59M +65,123 +6%
Macquarie Group
6
Macquarie Group
Australia
$77.7M -$4.42M -62,638 -6%
Bank of America
7
Bank of America
North Carolina
$64.9M +$18.3M +259,688 +42%
Charles Schwab
8
Charles Schwab
California
$56.9M -$7.51M -106,501 -12%
Norges Bank
9
Norges Bank
Norway
$47.3M +$2.06M +29,198 +5%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$46.9M -$7.9K -112 -0%
Northern Trust
11
Northern Trust
Illinois
$45.4M +$42.3K +600 +0.1%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$43.5M +$2.22M +31,451 +6%
LBIM
13
Land & Buildings Investment Management
Connecticut
$43.4M +$8.46M +119,890 +26%
Marshall Wace
14
Marshall Wace
United Kingdom
$43.1M +$2.25M +31,850 +6%
LIMS
15
Lasalle Investment Management Securities
Maryland
$43.1M -$1.98M -28,028 -5%
CIM
16
Centersquare Investment Management
Pennsylvania
$36.6M +$7.16M +101,538 +26%
Sumitomo Mitsui Trust Group
17
Sumitomo Mitsui Trust Group
Japan
$35.4M +$1.09M +15,497 +3%
Prudential Financial
18
Prudential Financial
New Jersey
$31.2M -$3.76M -53,304 -11%
Balyasny Asset Management
19
Balyasny Asset Management
Illinois
$27.2M +$1.65M +23,356 +7%
GKIM
20
GW&K Investment Management
Massachusetts
$23.8M -$786K -11,138 -3%
JP Morgan Chase
21
JP Morgan Chase
New York
$21.9M +$9.51M +134,865 +83%
UBS AM
22
UBS AM
Illinois
$18.5M +$1.54M +21,851 +10%
Legal & General Group
23
Legal & General Group
United Kingdom
$16.5M +$776K +11,002 +5%
Mirae Asset Global ETFs Holdings
24
Mirae Asset Global ETFs Holdings
Hong Kong
$16.4M -$11.8M -167,609 -43%
Morgan Stanley
25
Morgan Stanley
New York
$16.1M -$1.38M -19,508 -8%

NHI Hedge Fund Activity: Q1 2025 in Review

285 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in National Health Investors (NHI) for Q1 2025, worth a combined $2.34B — up 8.5% from $2.16B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new NHI positions and 31 closed out — a net gain of 11 holders — while 104 added to existing stakes and 98 trimmed.

The largest buyer was Bank of America, adding an estimated $18.3M. The largest seller was Millennium Management, cutting an estimated $26.8M.

  • 285 institutional investors held National Health Investors (NHI) as of Q1 2025, up from 277 in Q4 2024.
  • Funds reported $2.34B of National Health Investors stock for Q1 2025, up 8.5% quarter-over-quarter.
  • 42 funds opened new National Health Investors positions in Q1 2025 and 31 closed out, a net change of +11 holders.
  • The largest National Health Investors buyer in Q1 2025 was Bank of America, an estimated $18.3M added.
  • The largest National Health Investors seller in Q1 2025 was Millennium Management, an estimated $26.8M sold.

Based on aggregated 13F filings for Q1 2025.