National Health Investors Ownership | Who Owns National Health Investors?
National Health Investors Ownership Summary
National Health Investors is owned by 66.00% institutional investors, 4.74% insiders, and 29.26% 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 3.80% of its assets in National Health Investors shares.
NHI Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | National Health Investors | 66.00% | 4.74% | 29.26% |
| Sector | Real Estate Stocks | 55.70% | 8.24% | 36.06% |
| Industry | Healthcare REIT Stocks | 65.26% | 3.78% | 30.95% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 6.42M | 14.77% | $445.13M |
| Blackrock funding, inc. /de | 4.57M | 10.52% | $316.92M |
| Blackrock | 4.41M | 10.16% | $298.58M |
| 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 | 467.06K | 6.56% | $32.37M |
| Nepsis | 107.72K | 4.13% | $16.55M |
| Clayton partners | 54.54K | 2.61% | $3.78M |
| Lasalle investment management securities | 611.27K | 1.79% | $42.36M |
| Sound income strategies | 189.13K | 0.81% | $13.11M |
| Easterly investment partners | 89.05K | 0.48% | $6.17M |
| Lee danner & bass | 72.52K | 0.40% | $5.03M |
| Dark forest capital management lp | 36.01K | 0.37% | $2.50M |
| Pensionfund dsm netherlands | 8.00K | 0.34% | $554.00K |
| Centersquare investment management | 394.43K | 0.29% | $27.33M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 610.70K | 0.01% | 610.70K |
| Millennium management | 488.35K | 0.02% | 464.73K |
| Balyasny asset management | 345.12K | 0.04% | 345.12K |
| Marshall wace, llp | 551.59K | 0.05% | 340.71K |
| Land & buildings investment management | 467.06K | 6.56% | 244.00K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Zimmer partners, lp | - | - | -300.00K |
| Mirae asset global investments | 2.85K | 0.00% | -195.01K |
| Nuveen asset management | 156.84K | 0.00% | -134.04K |
| Lsv asset management | - | - | -131.40K |
| Jupiter asset management | - | - | -123.51K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 610.70K | 0.01% | 610.70K | $42.32M |
| Balyasny asset management | 345.12K | 0.04% | 345.12K | $23.92M |
| Bank of montreal /can/ | 38.30K | 0.00% | 38.30K | $2.65M |
| Clarivest asset management | 36.39K | 0.25% | 36.39K | $2.46M |
| Raymond james financial | 32.03K | 0.00% | 32.03K | $2.22M |
Sold Out
| Holder | Change |
|---|---|
| Carolina wealth advisors | -4.00 |
| Larson financial group | -6.00 |
| Concord wealth partners | -6.00 |
| Capital advisors | -6.00 |
| Denali advisors | -9.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Mar 31, 2024 | 220 | 4.27% | 26,474,231 | -2.31% | 61 | 1.56% | 109 | 12.37% | 72 | -4.00% |
| Dec 31, 2023 | 211 | 0.48% | 27,099,223 | 3.01% | 62 | 1.70% | 97 | 1.04% | 75 | 10.29% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Real Estate Index Investor | 1.74M | 3.80% | -52.18K |
| Vanguard US Total Market Shares ETF | 1.38M | 3.02% | 71.17K |
| Vanguard Total Stock Mkt Idx Inv | 1.37M | 3.00% | 1.18K |
| iShares Russell 2000 ETF | 1.16M | 2.54% | -10.06K |
| Vanguard Small Cap Index | 1.10M | 2.41% | 903.00 |
| Delaware Small Cap Value A | 812.25K | 1.87% | - |
| Principal Real Estate Securities R5 | 841.54K | 1.84% | - |
| Vanguard Small Cap Value Index Inv | 725.67K | 1.59% | -2.48K |
| Macquarie Small Cap Value A | 709.20K | 1.55% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 690.16K | 1.51% | 988.00 |
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 Q1 | - | - |
| 2024 Q3 | - | - |
| 2024 Q2 | 1 | - |
| 2024 Q1 | 1 | - |
| 2023 Q4 | - | - |
NHI Ownership FAQ
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