National Health Investors Ownership | Who Owns National Health Investors?
National Health Investors Ownership Summary
National Health Investors is owned by 67.80% institutional investors, 4.67% insiders, and 27.53% retail investors. Vanguard group is the largest institutional shareholder, holding 14.14% of NHI shares. Vanguard Real Estate Index Investor is the top mutual fund, with 3.92% of its assets in National Health Investors shares.
NHI Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | National Health Investors | 67.80% | 4.67% | 27.53% |
| Sector | Real Estate Stocks | 66.62% | 8.14% | 25.24% |
| Industry | Healthcare REIT Stocks | 81.60% | 3.99% | 14.41% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 6.14M | 14.14% | $415.60M |
| Blackrock | 4.41M | 10.16% | $298.58M |
| State street | 1.87M | 4.32% | $128.61M |
| Principal financial group | 1.77M | 4.07% | $119.67M |
| Macquarie group | 1.09M | 2.52% | $73.95M |
| Geode capital management | 1.09M | 2.50% | $73.57M |
| Bank of america corp /de/ | 849.70K | 1.96% | $57.55M |
| Charles schwab investment management | 728.78K | 1.68% | $49.36M |
| Dimensional fund advisors lp | 607.98K | 1.40% | $41.18M |
| Lasalle investment management securities | 601.49K | 1.39% | $40.74M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Land & buildings investment management | 417.83K | 6.66% | $28.30M |
| Clayton partners | 69.06K | 3.76% | $4.68M |
| Lasalle investment management securities | 601.49K | 1.74% | $40.74M |
| Nepsis | 56.99K | 1.04% | $3.86M |
| Sound income strategies | 153.12K | 0.65% | $10.37M |
| Lee danner & bass | 75.14K | 0.39% | $5.09M |
| Clarivest asset management | 36.39K | 0.25% | $2.46M |
| Benchmark investment advisors | 5.00K | 0.25% | $338.65K |
| Tbh global asset management | 15.64K | 0.24% | $1.06M |
| Family legacy | 9.47K | 0.23% | $641.20K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 544.59K | 0.01% | 544.59K |
| Mirae asset global etfs | 383.52K | 0.06% | 383.52K |
| Nuveen asset management | 292.23K | 0.01% | 177.62K |
| Sound income strategies | 153.12K | 0.65% | 152.43K |
| Blackrock | 4.41M | 0.01% | 95.21K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Waterfront capital partners | - | - | -304.62K |
| Mirae asset global investments | 2.85K | 0.00% | -195.01K |
| Ubs asset management americas | 56.09K | 0.00% | -134.05K |
| Lsv asset management | - | - | -131.40K |
| Vanguard group | 6.14M | 0.01% | -53.76K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 544.59K | 0.01% | 544.59K | $36.89M |
| Mirae asset global etfs | 383.52K | 0.06% | 383.52K | $25.98M |
| Lee danner & bass | 75.14K | 0.39% | 75.14K | $5.09M |
| Clarivest asset management | 36.39K | 0.25% | 36.39K | $2.46M |
| Clark capital management group | 32.96K | 0.02% | 32.96K | $2.23M |
Sold Out
| Holder | Change |
|---|---|
| Larson financial group | -6.00 |
| Concord wealth partners | -6.00 |
| Denali advisors | -9.00 |
| Gradient investments | -78.00 |
| Nbc securities | -100.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Sep 30, 2023 | 210 | -0.47% | 26,308,329 | -3.94% | 60 | 1.52% | 96 | -3.03% | 68 | -8.11% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Real Estate Index Investor | 1.71M | 3.92% | -4.64K |
| Vanguard Total Stock Mkt Idx Inv | 1.37M | 3.14% | -7.51K |
| iShares Russell 2000 ETF | 1.20M | 2.65% | -2.51K |
| Vanguard Small Cap Index | 1.10M | 2.52% | 2.15K |
| Delaware Small Cap Value A | 812.25K | 1.87% | - |
| Principal Real Estate Securities R5 | 784.09K | 1.80% | 4.95K |
| Vanguard Small Cap Value Index Inv | 743.95K | 1.71% | -256.00 |
| Vanguard Institutional Extnd Mkt Idx Tr | 652.39K | 1.50% | -2.33K |
| Fidelity Small Cap Index | 434.58K | 1.00% | -11.17K |
| iShares Russell 2000 Value ETF | 416.01K | 0.92% | 538.00 |
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 |
|---|---|---|
| 2024 Q3 | - | - |
| 2024 Q2 | 1 | - |
| 2024 Q1 | 1 | - |
| 2023 Q4 | - | - |
| 2023 Q3 | 1 | - |
NHI Ownership FAQ
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