National Health Investors Ownership | Who Owns National Health Investors?
National Health Investors Ownership Summary
National Health Investors is owned by 27.31% institutional investors, 2.41% insiders, and 70.28% retail investors. Vanguard group is the largest institutional shareholder, holding 13.70% 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 | 27.31% | 2.41% | 70.28% |
| Sector | Real Estate Stocks | 48.67% | 9.84% | 41.50% |
| Industry | Healthcare REIT Stocks | 61.33% | 2.73% | 35.94% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 6.50M | 13.70% | $496.16M |
| Blackrock funding, inc. /de | 4.81M | 10.25% | $388.68M |
| Blackrock | 4.41M | 10.16% | $298.58M |
| State street | 1.97M | 4.21% | $161.44M |
| Principal financial group | 1.70M | 3.63% | $137.54M |
| Geode capital management | 1.31M | 2.80% | $106.04M |
| Prudential financial | 1.14M | 2.43% | $91.95M |
| Jpmorgan chase | 986.59K | 2.10% | $81.31M |
| Bank of america corp /de/ | 849.70K | 1.96% | $57.55M |
| Macquarie management | 897.30K | 1.91% | $72.56M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Land & buildings investment management | 587.25K | 8.03% | $47.48M |
| Clayton partners | 55.68K | 3.27% | $4.50M |
| M securities | 531.18K | 2.90% | $42.95M |
| Nepsis | 41.49K | 1.12% | $3.35M |
| Sound income strategies | 257.71K | 1.02% | $21.07M |
| Sophron capital management | 35.41K | 0.84% | $2.86M |
| Fieldview capital management | 34.04K | 0.80% | $2.75M |
| Ausbil investment management | 14.85K | 0.60% | $1.21M |
| Morgan stanley institutional investment advisors | 76.89K | 0.60% | $6.22M |
| Jackson creek investment advisors | 22.56K | 0.54% | $1.82M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 724.13K | 0.01% | 724.13K |
| Vanguard fiduciary trust | 311.74K | 0.01% | 311.74K |
| Millennium management | 761.99K | 0.03% | 291.83K |
| Susquehanna group, llp | 254.39K | 0.00% | 209.20K |
| Jane street group | 198.77K | 0.00% | 198.77K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Centersquare investment management | 463.53K | 0.39% | -690.53K |
| Lasalle investment management securities | - | - | -552.45K |
| Zimmer partners, lp | - | - | -300.00K |
| Gillson capital lp | - | - | -214.20K |
| Metlife investment management | 26.96K | 0.01% | -185.52K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 724.13K | 0.01% | 724.13K | $55.30M |
| Vanguard fiduciary trust | 311.74K | 0.01% | 311.74K | $25.21M |
| Beacon pointe advisors | 83.93K | 0.04% | 83.93K | $6.79M |
| Exoduspoint capital management, lp | 48.51K | 0.03% | 48.51K | $3.92M |
| Vanguard investments australia | 42.46K | 0.01% | 42.46K | $3.43M |
Sold Out
| Holder | Change |
|---|---|
| Clear street markets | -1.00 |
| Tortoise investment management | -1.00 |
| Skopos labs | -1.00 |
| Total investment management | -2.00 |
| Svb wealth | -3.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2026 | 154 | -47.62% | 12,801,687 | -62.79% | 27 | 0.52% | 76 | -54.76% | 42 | -46.15% |
| Dec 31, 2025 | 99 | -64.77% | 11,045,936 | -67.23% | 23 | 0.45% | 52 | -66.01% | 23 | -74.16% |
| Sep 30, 2025 | 112 | -58.05% | 13,316,255 | -60.94% | 28 | 0.54% | 57 | -63.69% | 32 | -51.52% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Real Estate Index Investor | 1.77M | 3.65% | -5.80K |
| Vanguard Total Stock Mkt Idx Inv | 1.48M | 3.05% | 5.51K |
| Vanguard US Total Market Shares ETF | 1.38M | 3.02% | 71.17K |
| iShares Russell 2000 ETF | 1.11M | 2.29% | 9.35K |
| Vanguard Small Cap Index | 1.06M | 2.19% | -2.45K |
| Delaware Small Cap Value A | 812.25K | 1.87% | - |
| Principal Real Estate Securities R5 | 821.32K | 1.69% | -7.98K |
| Vanguard Small Cap Value Index Inv | 680.21K | 1.40% | 4.76K |
| Macquarie Small Cap Value A | 631.45K | 1.33% | -77.75K |
| Delaware Sm-Cap Val Eq | 574.95K | 1.19% | -18.10K |
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 |
|---|---|---|
| 2027 Q1 | - | - |
| 2026 Q1 | - | - |
| 2025 Q4 | - | - |
| 2025 Q3 | - | - |
| 2025 Q2 | - | - |
NHI Ownership FAQ
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