We are live on ! Find out more
NHI icon

National Health Investors

297 hedge funds and large institutions have $2.9B invested in National Health Investors in 2026 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 113 increasing their positions, 87 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 87

7.04% more ownership

Funds ownership: 71.17%78.22% (+7%)

4% more capital invested

Capital invested by funds: $2.79B → $2.9B (+$104M)

2% less call options, than puts

Call options by funds: $20.2M | Put options by funds: $20.6M

7% less funds holding

Funds holding: 318297 (-21)

23% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 53

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
297
Holders Change
-21
Holders Change %
-6.6%
% of All Funds
3.64%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.02%
New
41
Increased
113
Reduced
87
Closed
53
Calls
$20.2M
Puts
$20.6M
Net Calls
-$330K
Net Calls Change
-$985K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$666M +$301M +3,926,380 +82%
Vanguard Portfolio Management
2
Vanguard Portfolio Management
Pennsylvania
$353M +$37.4M +488,430 +12%
State Street
3
State Street
Massachusetts
$211M +$58.3M +761,547 +39%
Vanguard Capital Management
4
Vanguard Capital Management
Pennsylvania
$160M +$1.11M +14,525 +0.7%
Principal Financial Group
5
Principal Financial Group
Iowa
$151M +$21.1M +276,186 +16%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$123M +$83.6M +1,091,732 +212%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$107M +$7.01M +91,535 +7%
Bank of America
8
Bank of America
North Carolina
$77.7M +$2.04M +26,577 +3%
Charles Schwab
9
Charles Schwab
California
$67.1M +$4.16M +54,330 +7%
NAMI
10
Nomura Asset Management International
Pennsylvania
$66.4M -$2.06M -26,937 -3%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$51.5M -$805K -10,510 -2%
Norges Bank
12
Norges Bank
Norway
$51.3M +$51.5M +672,355 New
Northern Trust
13
Northern Trust
Illinois
$46.4M +$3.51M +45,841 +8%
Morgan Stanley
14
Morgan Stanley
New York
$33.9M +$4.91M +64,157 +17%
JP Morgan Chase
15
JP Morgan Chase
New York
$32.4M -$43.7M -571,179 -58%
UBS Group
16
UBS Group
Switzerland
$30.2M +$20.6M +268,595 +210%
Two Sigma Investments
17
Two Sigma Investments
New York
$25.6M -$6.48M -84,629 -20%
GKIM
18
GW&K Investment Management
Massachusetts
$24.6M -$958K -12,507 -4%
Vanguard Fiduciary Trust
19
Vanguard Fiduciary Trust
Pennsylvania
$24.5M +$710K +9,275 +3%
Legal & General Group
20
Legal & General Group
United Kingdom
$21.7M +$4.09M +53,401 +23%
BHC
21
Bowen Hanes & Co
Florida
$21M
SIS
22
Sound Income Strategies
Florida
$20.6M +$960K +12,540 +5%
Prudential Financial
23
Prudential Financial
New Jersey
$19.6M -$67.4M -880,075 -77%
AG
24
Algert Global
California
$19M +$7.91M +103,285 +71%
UBS AM
25
UBS AM
Illinois
$18.5M +$507K +6,627 +3%

NHI Hedge Fund Activity: Q2 2026 in Review

297 of the 8,153 institutional investors tracked by Wall St. Rank reported a position in National Health Investors (NHI) for Q2 2026, worth a combined $2.9B — up 3.7% from $2.79B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of NHI and 41 opened new positions — a net loss of 12 holders — while 87 trimmed existing stakes and 113 added.

The largest buyer was BlackRock, adding an estimated $301M. The largest seller was Prudential Financial, cutting an estimated $67.4M.

  • 297 institutional investors held National Health Investors (NHI) as of Q2 2026, down from 318 in Q1 2026.
  • Funds reported $2.9B of National Health Investors stock for Q2 2026, up 3.7% quarter-over-quarter.
  • 41 funds opened new National Health Investors positions in Q2 2026 and 53 closed out, a net change of -12 holders.
  • The largest National Health Investors buyer in Q2 2026 was BlackRock, an estimated $301M added.
  • The largest National Health Investors seller in Q2 2026 was Prudential Financial, an estimated $67.4M sold.

Based on aggregated 13F filings for Q2 2026.