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National Health Investors
NHI

284 hedge funds and large institutions have $2.68B invested in National Health Investors in 2025 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 113 increasing their positions, 96 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 25

40% more call options, than puts

Call options by funds: $787K | Put options by funds: $564K

37.15% more ownership

Funds ownership: 74.17% → 111.32% (+37%)

18% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 96

10% more capital invested

Capital invested by funds: $2.43B → $2.68B (+$251M)

3% more funds holding

Funds holding: 276 → 284 (+8)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
284
Holders Change
+8
Holders Change %
+2.9%
% of All Funds
3.73%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
36
Increased
113
Reduced
96
Closed
25
Calls
$787K
Puts
$564K
Net Calls
+$223K
Net Calls Change
+$584K

Top Buyers

1
Prudential Financial
Prudential Financial
New Jersey
+$30.8M
2
JP Morgan Chase
JP Morgan Chase
New York
+$30.6M
3
UBS AM
UBS AM
Illinois
+$14.6M
4
CIM
Centersquare Investment Management
Pennsylvania
+$13.2M
5
Two Sigma Advisers
Two Sigma Advisers
New York
+$12.3M

Top Sellers

1
LIMS
Lasalle Investment Management Securities
Maryland
-$38.7M
2
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
-$31.4M
3
Marshall Wace
Marshall Wace
United Kingdom
-$19.6M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$15.4M
5
Millennium Management
Millennium Management
New York
-$13.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$517M +$3.93M +52,474 +0.8%
BlackRock
2
BlackRock
New York
$373M +$6.91M +92,391 +2%
State Street
3
State Street
Massachusetts
$162M -$590K -7,889 -0.4%
Principal Financial Group
4
Principal Financial Group
Iowa
$130M -$1.34M -17,945 -1%
JP Morgan Chase
5
JP Morgan Chase
New York
$128M +$30.6M +409,559 +34%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$98.9M +$893K +11,935 +1%
CIM
7
Centersquare Investment Management
Pennsylvania
$78.4M +$13.2M +176,410 +22%
Macquarie Group
8
Macquarie Group
Australia
$77.8M -$5.7M -76,210 -7%
Charles Schwab
9
Charles Schwab
California
$62.8M +$620K +8,284 +1%
Bank of America
10
Bank of America
North Carolina
$60.9M -$7.79M -104,120 -12%
Prudential Financial
11
Prudential Financial
New Jersey
$58.5M +$30.8M +411,992 +127%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$51.9M +$1.65M +22,115 +4%
Northern Trust
13
Northern Trust
Illinois
$46M -$1.12M -15,024 -3%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$45.9M -$2.28M -30,473 -5%
Millennium Management
15
Millennium Management
New York
$44.3M -$13.5M -180,869 -25%
MHS
16
M Holdings Securities
Oregon
$41.1M – – –
LBIM
17
Land & Buildings Investment Management
Connecticut
$34.7M -$1.8M -24,100 -5%
Balyasny Asset Management
18
Balyasny Asset Management
Illinois
$32.5M -$15.4M -206,120 -34%
Two Sigma Investments
19
Two Sigma Investments
New York
$24.3M +$8.14M +108,754 +55%
Marshall Wace
20
Marshall Wace
United Kingdom
$24M -$19.6M -261,584 -46%
GKIM
21
GW&K Investment Management
Massachusetts
$22.8M -$653K -8,733 -3%
Two Sigma Advisers
22
Two Sigma Advisers
New York
$22.4M +$12.3M +164,800 +141%
Qube Research & Technologies (QRT)
23
Qube Research & Technologies (QRT)
United Kingdom
$21.2M -$3.98M -53,238 -17%
BHC
24
Bowen Hanes & Co
Florida
$20.7M +$4.49M +60,000 +30%
UBS AM
25
UBS AM
Illinois
$18.8M +$14.6M +195,716 +481%
1
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NHI Hedge Fund Activity: Q3 2025 in Review

284 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in National Health Investors (NHI) for Q3 2025, worth a combined $2.68B — up 10% from $2.43B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new NHI positions and 25 closed out — a net gain of 11 holders — while 113 added to existing stakes and 96 trimmed.

The largest buyer was Prudential Financial, adding an estimated $30.8M. The largest seller was Lasalle Investment Management Securities, exiting entirely with an estimated $38.7M sold.

  • 284 institutional investors held National Health Investors (NHI) as of Q3 2025, up from 276 in Q2 2025.
  • Funds reported $2.68B of National Health Investors stock for Q3 2025, up 10% quarter-over-quarter.
  • 36 funds opened new National Health Investors positions in Q3 2025 and 25 closed out, a net change of +11 holders.
  • The largest National Health Investors buyer in Q3 2025 was Prudential Financial, an estimated $30.8M added.
  • The largest National Health Investors seller in Q3 2025 was Lasalle Investment Management Securities, an estimated $38.7M sold.

Based on aggregated 13F filings for Q3 2025.