We are live on ! Find out more
NHI icon

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
Vanguard Group
1
Vanguard Group
Pennsylvania
$496M -$120K -1,562 -0%
BlackRock
2
BlackRock
New York
$369M +$11M +143,137 +3%
State Street
3
State Street
Massachusetts
$154M -$1.39M -18,082 -0.9%
Principal Financial Group
4
Principal Financial Group
Iowa
$127M +$2.37M +30,968 +2%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$96.4M +$1.4M +18,198 +1%
CIM
6
Centersquare Investment Management
Pennsylvania
$88.1M +$12.8M +167,352 +17%
Prudential Financial
7
Prudential Financial
New Jersey
$76.6M +$20.5M +266,858 +36%
JP Morgan Chase
8
JP Morgan Chase
New York
$75.4M -$48M -626,307 -39%
NAMI
9
Nomura Asset Management International
Pennsylvania
$69.6M +$69.9M +911,203 New
Bank of America
10
Bank of America
North Carolina
$63.2M +$4.72M +61,505 +8%
Charles Schwab
11
Charles Schwab
California
$62.4M +$2.04M +26,558 +3%
Norges Bank
12
Norges Bank
Norway
$55.3M +$55.5M +724,125 New
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$51M +$1.15M +14,958 +2%
Northern Trust
14
Northern Trust
Illinois
$42M -$2.17M -28,342 -5%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$41M -$3.08M -40,209 -7%
MHS
16
M Holdings Securities
Oregon
$40.6M +$1.11M +14,419 +3%
Millennium Management
17
Millennium Management
New York
$35.9M -$6.65M -86,705 -16%
LBIM
18
Land & Buildings Investment Management
Connecticut
$31.6M -$1.74M -22,733 -5%
FGP
19
Freestone Grove Partners
California
$21.9M +$22M +286,355 New
GKIM
20
GW&K Investment Management
Massachusetts
$21.4M -$428K -5,585 -2%
SIS
21
Sound Income Strategies
Florida
$20.6M +$1.2M +15,638 +6%
Adage Capital Partners
22
Adage Capital Partners
Massachusetts
$19.9M +$19.9M +260,000 New
BHC
23
Bowen Hanes & Co
Florida
$19.9M
Legal & General Group
24
Legal & General Group
United Kingdom
$19.2M +$3.58M +46,715 +23%
Marshall Wace
25
Marshall Wace
United Kingdom
$19.1M -$4.02M -52,478 -17%