National Health Investors Inc (NHI) Ownership

73.17 ↑0.00 (0.00%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of National Health Investors Inc (NHI), owning a total of 6.4 million shares. Combined, the top 43 institutional holders of NHI own 73.87% of the company with a total of 33.4 million shares.

In the latest ownership report on March 31st 2025, the top 43 institutional holders decreased their combined ownership of NHI by 5 thousand shares. 1 institutions bought 15,497 total additional shares and increased their ownership by an average of 3.34%. However 1 institutions sold 20,008 total shares and decreased their ownership by an average of 1.21%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of National Health Investors decreased by a net total of -4,511 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Principal Financial Group Inc	3.564%	-1.214%	1,628,491	-20,008	2025-03-31
Sumitomo Mitsui Trust Group Inc	1.048%	3.344%	478,900	15,497	2025-03-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	14.059%	1.614%	6,423,210	102,012	2024-12-31
BlackRock Inc	10.009%	2.280%	4,573,090	101,961	2024-12-31
State Street Corp	4.141%	1.673%	1,891,846	31,129	2024-12-31
State Street Corporation	4.327%	-10.553%	1,879,854	-221,793	2024-03-31
Principal Financial Group Inc	3.564%	-1.214%	1,628,491	-20,008	2025-03-31
Macquarie Group Ltd	2.439%	-9.257%	1,114,222	-113,662	2024-12-31
Geode Capital Management, LLC	2.438%	1.754%	1,113,771	19,201	2024-12-31
Westfield Capital Management Company, LP	2.211%	-3.052%	959,230	-30,194	2022-09-30
Charles Schwab Investment Management Inc	1.919%	2.870%	876,839	24,462	2024-12-31
Dimensional Fund Advisors, Inc.	1.389%	3.361%	634,430	20,631	2024-12-31
Bank of America Corp	1.354%	-20.629%	618,788	-160,830	2024-12-31
Northern Trust Corp	1.343%	19.885%	613,791	101,808	2024-12-31
LaSalle Investment Management Securities LLC	1.338%	1.030%	611,275	6,230	2024-12-31
NORGES BANK	1.337%	12.139%	610,700	66,106	2024-12-31
American Century Companies Inc	1.355%	-2.125%	588,108	-12,768	2023-09-30
Bank of New York Mellon Corp	1.220%	10.662%	557,420	53,705	2024-12-31
Marshall Wace Asset Management Ltd	1.207%	161.572%	551,585	340,712	2024-12-31
Millennium Management LLC	1.069%	1,967.020%	488,353	464,727	2024-12-31
Sumitomo Mitsui Trust Group Inc	1.048%	3.344%	478,900	15,497	2025-03-31
Prudential Financial Inc	1.043%	13.036%	476,371	54,936	2024-12-31
Sumitomo Mitsui Trust Holdings Inc	1.088%	15.963%	472,959	65,104	2024-06-30
Land & Buildings Investment Mgmt, LLC	1.022%	109.389%	467,056	243,999	2024-12-31
Morgan Stanley - Brokerage Accounts	0.919%	-2.911%	400,986	-12,022	2024-06-30
CenterSquare Investment Management LLC	0.863%	35.896%	394,433	104,186	2024-12-31
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	0.854%	2.739%	390,116	10,399	2024-12-31
Balyasny Asset Management LLC	0.792%	0.000%	343,802	343,802	2022-12-31
GW&K Investment Management, LLC	0.734%	-2.146%	333,512	-7,313	2024-12-31
Waterfront Capital Partners, LLC	0.701%	-22.183%	304,616	-86,837	2024-03-31
LSV Asset Management	0.696%	-30.605%	301,951	-133,171	2022-09-30
Zimmer Partners LP	0.661%	0.000%	300,000	300,000	2024-09-30
JPMorgan Chase & Co	0.660%	-5.496%	299,792	-17,434	2024-09-30
Nuveen Asset Management, LLC	0.640%	-0.464%	290,876	-1,357	2024-09-30
Amvescap Plc.	0.661%	12.042%	286,887	30,834	2023-09-30
Legal & General Group PLC	0.618%	-15.248%	269,702	-48,523	2024-06-30
Susquehanna International Group, LLP	0.568%	71.819%	246,428	103,005	2022-12-31
Goldman Sachs Group Inc	0.546%	143.020%	236,928	139,435	2023-12-31
Weiss Multi-Strategy Advisers Llc	0.524%	0.000%	227,631	227,631	2023-03-31
Walleye Trading Advisors, LLC	0.490%	0.000%	212,660	212,660	2023-03-31
UBS Asset Mgmt Americas Inc	0.457%	1.030%	198,285	2,021	2023-09-30
Mirae Asset Global Investments (Korea) Co Ltd	0.456%	4.567%	197,863	8,642	2024-03-31
Mesirow Financial Investment Management, Inc.	0.446%	-14.038%	193,334	-31,571	2022-06-30
Deutsche Bank AG	0.432%	37.248%	187,838	50,978	2024-06-30
First Trust Advisors L.P.	0.231%	-2.740%	105,529	-2,973	2024-12-31

Mutual Fund Ownership

Vanguard Real Estate Index Investor is the biggest individual fund holder of National Health Investors Inc (NHI), owning a total of 1.7 million shares. Combined, the top 36 mutual fund holders of NHI own 44.99% of the company with a total of 20.3 million shares.

In the latest ownership report on April 30th 2025, the top 36 fund holders increased their combined ownership of NHI by 1 thousand shares. 1 funds bought 259 total additional shares and increased their ownership by an average of 0.10%. However 2 funds sold 1,505 total shares and decreased their ownership by an average of 0.19%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding National Health Investors decreased by a net total of -1,246 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Russell 2000 Value ETF	0.902%	-0.339%	412,186	-1,400	2025-04-30
Schwab US REIT ETF™	0.597%	0.095%	272,835	259	2025-04-30
Schwab US Small-Cap ETF™	0.473%	-0.049%	216,137	-105	2025-04-30

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Real Estate Index Investor	3.793%	-0.155%	1,732,777	-2,695	2025-03-31
Vanguard US Total Market Shares ETF	3.018%	5.444%	1,378,663	71,173	2024-09-30
Vanguard Total Stock Mkt Idx Inv	3.016%	0.416%	1,377,799	5,712	2025-03-31
Vanguard Instl Ttl Stck Mkt Idx Tr	2.943%	2.702%	1,277,500	33,607	2023-03-31
iShares Russell 2000 ETF	2.379%	-0.806%	1,086,674	-8,832	2025-04-29
Vanguard Small Cap Index	2.373%	-1.612%	1,083,972	-17,760	2025-03-31
Delaware Sm-Cap Val Eq	2.109%	15.401%	914,900	122,100	2022-03-31
Principal Real Estate Securities R5	1.842%	0.000%	841,545	0	2025-03-31
Delaware US Small Cap Value Eq SMA	1.758%	-5.183%	762,850	-41,700	2023-06-30
Delaware Small Cap Value A	1.613%	-9.788%	732,750	-79,500	2024-10-31
Macquarie Small Cap Value A	1.552%	0.000%	709,200	0	2025-03-31
Vanguard Small Cap Value Index Inv	1.537%	-3.237%	702,185	-23,487	2025-03-31
Vanguard Institutional Extnd Mkt Idx Tr	1.518%	0.467%	693,382	3,222	2025-03-31
Vanguard Extended Market Index Investor	1.391%	-0.016%	603,852	-97	2023-08-31
American Century Small Cap Value Inv	1.083%	-2.083%	470,000	-10,000	2023-09-30
American Century U.S. Small Cap Value	1.083%	-2.083%	470,000	-10,000	2023-09-30
Fidelity Small Cap Index	0.920%	0.000%	420,096	0	2025-02-28
iShares Russell 2000 Value ETF	0.902%	-0.339%	412,186	-1,400	2025-04-30
Fidelity® Small Cap Index	0.941%	2.980%	408,631	11,823	2023-10-31
Nikko World REIT Mother	0.751%	3.370%	343,278	11,191	2024-08-21
Vanguard Real Estate II Index	0.641%	0.551%	292,958	1,605	2025-03-31
Macquarie VIP Small Cap Value Series Std	0.616%	0.000%	281,500	0	2025-03-31
Schwab US REIT ETF™	0.597%	0.095%	272,835	259	2025-04-30
Delaware VIP Small Cap Value Series Std	0.607%	0.000%	263,500	0	2024-02-29
Fidelity Extended Market Index	0.555%	1.733%	253,356	4,316	2025-03-31
DFA Real Estate Securities I	0.547%	-0.750%	250,015	-1,890	2025-03-31
State St Russell Sm/Mid Cp® Indx SL Cl I	0.527%	-4.558%	240,792	-11,500	2025-03-31
State St Russell Sm/Mid Cp® Indx NL Cl C	0.527%	-4.558%	240,792	-11,500	2025-03-31
Global X SuperDividend™ US ETF	0.512%	-15.957%	233,938	-44,416	2025-02-28
Fidelity® Extended Market Index	0.537%	0.000%	232,972	0	2023-11-30
Principal US REIT Fund Tr-II	0.491%	0.000%	224,335	0	2025-03-31
TMA Global Health Care REIT Mother Fund	0.511%	-19.553%	221,835	-53,918	2023-10-18
Schwab US Small-Cap ETF™	0.473%	-0.049%	216,137	-105	2025-04-30
iShares Envir&Lw Carb Tilt REIdx(UK)LAcc	0.450%	0.000%	205,493	0	2025-02-28
Vanguard Russell 2000 ETF	0.449%	7.045%	205,075	13,496	2025-03-31
DFA Global Real Estate Securities Port	0.428%	0.000%	194,225	0	2024-10-31