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National Health Investors

318 hedge funds and large institutions have $2.79B invested in National Health Investors in 2026 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 119 increasing their positions, 92 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 25

29% more repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 92

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

7% more funds holding

Funds holding: 296318 (+22)

6% more capital invested

Capital invested by funds: $2.63B → $2.79B (+$162M)

6% more call options, than puts

Call options by funds: $11.2M | Put options by funds: $10.6M

1.07% less ownership

Funds ownership: 72.24%71.17% (-1.1%)

Holders
318
Holders Change
+22
Holders Change %
+7.43%
% of All Funds
3.89%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.06%
New
55
Increased
119
Reduced
92
Closed
25
Calls
$11.2M
Puts
$10.6M
Net Calls
+$655K
Net Calls Change
+$518K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$389M -$2.21M -26,532 -0.5%
Vanguard Portfolio Management
2
Vanguard Portfolio Management
Pennsylvania
$335M +$345M +4,142,216 New
Vanguard Capital Management
3
Vanguard Capital Management
Pennsylvania
$169M +$174M +2,084,620 New
State Street
4
State Street
Massachusetts
$161M -$1.92M -23,020 -1%
Principal Financial Group
5
Principal Financial Group
Iowa
$138M +$2.74M +32,902 +2%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$106M +$4.05M +48,583 +4%
Prudential Financial
7
Prudential Financial
New Jersey
$92M +$11.2M +134,410 +13%
JP Morgan Chase
8
JP Morgan Chase
New York
$81.3M -$12.7K -152 -0%
Bank of America
9
Bank of America
North Carolina
$80.3M +$13.8M +165,467 +20%
NAMI
10
Nomura Asset Management International
Pennsylvania
$72.6M -$1.16M -13,901 -2%
Charles Schwab
11
Charles Schwab
California
$66.8M +$742K +8,906 +1%
Millennium Management
12
Millennium Management
New York
$61.6M +$24.3M +291,832 +62%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$55.5M +$1.51M +18,164 +3%
LBIM
14
Land & Buildings Investment Management
Connecticut
$47.5M +$14.5M +174,114 +42%
Northern Trust
15
Northern Trust
Illinois
$45.5M +$1.03M +12,417 +2%
MHS
16
M Holdings Securities
Oregon
$43M
Bank of New York Mellon
17
Bank of New York Mellon
New York
$41.6M -$1.87M -22,500 -4%
CIM
18
Centersquare Investment Management
Pennsylvania
$37.5M -$57.5M -690,528 -60%
Qube Research & Technologies (QRT)
19
Qube Research & Technologies (QRT)
United Kingdom
$34.7M +$16.4M +197,277 +85%
Two Sigma Investments
20
Two Sigma Investments
New York
$34M +$14.5M +173,537 +70%
Morgan Stanley
21
Morgan Stanley
New York
$30.7M +$11.9M +142,317 +60%
GKIM
22
GW&K Investment Management
Massachusetts
$27.1M +$4.52M +54,244 +19%
Vanguard Fiduciary Trust
23
Vanguard Fiduciary Trust
Pennsylvania
$25.2M +$26M +311,743 New
SIS
24
Sound Income Strategies
Florida
$21.1M +$67.8K +814 +0.3%
BHC
25
Bowen Hanes & Co
Florida
$21M

NHI Hedge Fund Activity: Q1 2026 in Review

318 of the 8,169 institutional investors tracked by Wall St. Rank reported a position in National Health Investors (NHI) for Q1 2026, worth a combined $2.79B — up 6.1% from $2.63B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new NHI positions and 25 closed out — a net gain of 30 holders — while 119 added to existing stakes and 92 trimmed.

The largest buyer was Millennium Management, adding an estimated $24.3M. The largest seller was Centersquare Investment Management, cutting an estimated $57.5M.

  • 318 institutional investors held National Health Investors (NHI) as of Q1 2026, up from 296 in Q4 2025.
  • Funds reported $2.79B of National Health Investors stock for Q1 2026, up 6.1% quarter-over-quarter.
  • 55 funds opened new National Health Investors positions in Q1 2026 and 25 closed out, a net change of +30 holders.
  • The largest National Health Investors buyer in Q1 2026 was Millennium Management, an estimated $24.3M added.
  • The largest National Health Investors seller in Q1 2026 was Centersquare Investment Management, an estimated $57.5M sold.

Based on aggregated 13F filings for Q1 2026.