National Health Investors Ownership | Who Owns National Health Investors?
National Health Investors Ownership Summary
National Health Investors is owned by 74.01% institutional investors, 2.18% insiders, and 23.81% retail investors. Vanguard group is the largest institutional shareholder, holding 14.77% of NHI shares. Vanguard Real Estate Index Investor is the top mutual fund, with 3.65% of its assets in National Health Investors shares.
NHI Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | National Health Investors | 74.01% | 2.18% | 23.81% |
| Sector | Real Estate Stocks | 70.14% | 9.14% | 20.72% |
| Industry | Healthcare REIT Stocks | 82.64% | 3.59% | 13.77% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 6.42M | 14.77% | $445.13M |
| Blackrock | 4.41M | 10.16% | $298.58M |
| Blackrock funding, inc. /de | 4.60M | 9.85% | $322.40M |
| State street | 1.87M | 4.32% | $128.61M |
| Principal financial group | 1.65M | 3.79% | $114.24M |
| Macquarie group | 1.11M | 2.56% | $77.22M |
| Geode capital management | 1.11M | 2.56% | $77.20M |
| Charles schwab investment management | 876.84K | 2.02% | $60.76M |
| Bank of america corp /de/ | 849.70K | 1.96% | $57.55M |
| Dimensional fund advisors lp | 634.43K | 1.46% | $43.97M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Land & buildings investment management | 459.97K | 6.44% | $32.25M |
| M securities | 516.76K | 6.28% | $36.61M |
| Clayton partners | 43.53K | 2.56% | $3.05M |
| Lasalle investment management securities | 552.45K | 1.58% | $38.74M |
| Nepsis | 43.99K | 1.11% | $3.50M |
| Sound income strategies | 241.26K | 0.97% | $17.81M |
| Ausbil investment management | 12.85K | 0.55% | $1.03M |
| Easterly investment partners | 100.70K | 0.51% | $7.06M |
| Jackson creek investment advisors | 24.52K | 0.46% | $1.72M |
| Woodmont investment counsel | 77.70K | 0.36% | $5.45M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 610.70K | 0.01% | 610.70K |
| M securities | 516.76K | 6.28% | 516.76K |
| Millennium management | 488.35K | 0.02% | 464.73K |
| Balyasny asset management | 614.96K | 0.06% | 246.49K |
| Qube research | 319.29K | 0.02% | 147.59K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Sumitomo mitsui trust | 51.56K | 0.00% | -420.11K |
| Zimmer partners, lp | - | - | -300.00K |
| Gillson capital lp | - | - | -214.20K |
| Nuveen asset management | 156.84K | 0.00% | -134.04K |
| Lsv asset management | - | - | -131.40K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 610.70K | 0.01% | 610.70K | $42.32M |
| M securities | 516.76K | 6.28% | 516.76K | $36.61M |
| Bank of montreal /can/ | 38.30K | 0.00% | 38.30K | $2.65M |
| Bnp paribas asset management | 36.81K | 0.01% | 36.81K | $2.58M |
| Clarivest asset management | 36.39K | 0.25% | 36.39K | $2.46M |
Sold Out
| Holder | Change |
|---|---|
| Clear street markets | -1.00 |
| Dunhill financial | -3.00 |
| Svb wealth | -3.00 |
| True wealth design | -3.00 |
| Carolina wealth advisors | -4.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2025 | 272 | -4.56% | 34,558,758 | 11.21% | 74 | 1.60% | 160 | 10.34% | 68 | -28.42% |
| Mar 31, 2025 | 279 | 0.36% | 30,993,159 | -0.22% | 67 | 1.33% | 142 | -4.05% | 93 | 12.05% |
| Dec 31, 2024 | 253 | -10.60% | 28,694,826 | -2.76% | 66 | 1.43% | 131 | -14.38% | 78 | -13.33% |
| Sep 30, 2024 | 280 | 22.81% | 29,476,922 | 7.37% | 67 | 1.69% | 153 | 35.40% | 87 | 14.47% |
| Jun 30, 2024 | 223 | 1.36% | 27,395,378 | 3.48% | 63 | 1.70% | 112 | 2.75% | 76 | 5.56% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Real Estate Index Investor | 1.73M | 3.65% | 1.49K |
| Vanguard US Total Market Shares ETF | 1.38M | 3.02% | 71.17K |
| Vanguard Total Stock Mkt Idx Inv | 1.37M | 2.89% | -29.29K |
| iShares Russell 2000 ETF | 1.12M | 2.37% | - |
| Vanguard Small Cap Index | 1.08M | 2.27% | -6.69K |
| Delaware Small Cap Value A | 812.25K | 1.87% | - |
| Principal Real Estate Securities R5 | 841.54K | 1.77% | - |
| Vanguard Small Cap Value Index Inv | 693.28K | 1.46% | 1.68K |
| Macquarie Small Cap Value A | 631.45K | 1.33% | -77.75K |
| Vanguard Institutional Extnd Mkt Idx Tr | 500.86K | 1.05% | -219.26K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| May 31, 2024 | MCCABE ROBERT A JR | - | Buy | $28.77K |
| Feb 27, 2024 | SWAFFORD CHARLOTTE A | - | Buy | $586.88K |
| Aug 30, 2023 | Jobe James R | - | Buy | $51.40K |
| Dec 14, 2022 | ADAMS ROBERT G | - | Buy | $56.60K |
| Aug 15, 2022 | ADAMS ROBERT G | Buy | $98.89K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q3 | - | - |
| 2025 Q2 | - | - |
| 2025 Q1 | - | - |
| 2024 Q3 | - | - |
| 2024 Q2 | 1 | - |
NHI Ownership FAQ
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