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NHI in the 13F filings

National Health Investors Inc · CUSIP 63633D104

Sector · Real estateTheme · Real estate investment trusts
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q1 2024Q2 2023Q1 2023Q3 2022
Quarter end
31 Dec 2025
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 10 Feb 2026
Managers listing it
22
at least, of 95 tracked, among listed positions
Comparable managers
92
filed both Q3 2025 and Q4 2025; 1 listed it in both
Shares listed
2,157,625
combined, among listed positions
Reported value
$165m
combined, at the quarter end

Among the 92 comparable managers: 9 buyers (opened or added shares) and 17 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was -510,197.

Managers listing NHI in Q4 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

22 of 22 holders

ActionFiling
Millennium Management LLC470,161$36munder 0.1%Trimmed-86,70517 Feb 2026 (the filing on sec.gov)
Freestone Grove Partners LP286,355$22m0.16%Newnew17 Feb 2026 (the filing on sec.gov)
Marshall Wace LLP249,949$19munder 0.1%Trimmed-52,47813 Feb 2026 (the filing on sec.gov)
Two Sigma Investments LP246,537$19munder 0.1%Trimmed-58,86017 Feb 2026 (the filing on sec.gov)
Two Sigma Advisers LP209,100$16munder 0.1%Trimmed-72,80017 Feb 2026 (the filing on sec.gov)
Balyasny Asset Management LLC131,772$10munder 0.1%Trimmed-277,06817 Feb 2026 (the filing on sec.gov)
Tudor Investment Corp95,878$7.3munder 0.1%Trimmed-20,69217 Feb 2026 (the filing on sec.gov)
Invesco Ltd88,140$6.7munder 0.1%Trimmed-12,43519 Feb 2026 (the filing on sec.gov)
Voloridge Investment Management LLC76,629$5.9munder 0.1%Added+1,23817 Feb 2026 (the filing on sec.gov)
AllianceBernstein LP56,580$4.3munder 0.1%Added+2,31517 Feb 2026 (the filing on sec.gov)
Susquehanna International Group LLP45,191$3.5munder 0.1%Trimmed-5,76017 Feb 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc44,055$3.4munder 0.1%Added+2,31317 Feb 2026 (the filing on sec.gov)
Citadel Advisors LLC36,418$2.8munder 0.1%Added+24,24817 Feb 2026 (the filing on sec.gov)
AQR Capital Management LLC34,642$2.6munder 0.1%Added+10,45517 Feb 2026 (the filing on sec.gov)
D. E. Shaw & Co.24,530$1.9munder 0.1%Trimmed-9,21217 Feb 2026 (the filing on sec.gov)
Janus Henderson Group Ltd19,509$1.5munder 0.1%Held017 Feb 2026 (the filing on sec.gov)
Squarepoint Ops LLC10,479$800kunder 0.1%Newnew13 Feb 2026 (the filing on sec.gov)
Acadian Asset Management LLC9,668$737kunder 0.1%Added+4,91710 Feb 2026 (the filing on sec.gov)
Quantbot Technologies LP7,681$587kunder 0.1%Trimmed-7,01910 Feb 2026 (the filing on sec.gov)
Brevan Howard Capital Management LP6,177$472kunder 0.1%Trimmed-3,57217 Feb 2026 (the filing on sec.gov)
Fidelity (FMR LLC)5,038$385kunder 0.1%Added+61417 Feb 2026 (the filing on sec.gov)
Neuberger Berman Group LLC3,136$240kunder 0.1%Trimmed-4527 Oct 2026 (the filing on sec.gov)

Largest increases and reductions, by shares

Q3 2025 to Q4 2025, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (2)

Exited (5)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
1 in Q3 2024 to 1 in Q2 2026

Tracked managers listing it, at least.

02462014201620182020202220242026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
NHI by quarter
QuarterHoldersReported valueBuyersSellers
Q2 20131$18mn.a.n.a.
Q3 20131$19mn.a.n.a.
Q4 20132$33mn.a.n.a.
Q1 20144$175mn.a.n.a.
Q2 20141$130mn.a.n.a.
Q3 20141$125mn.a.n.a.
Q4 20142$177mn.a.n.a.
Q1 20152$182mn.a.n.a.
Q2 20152$155mn.a.n.a.
Q3 20153$160mn.a.n.a.
Q4 20151$24mn.a.n.a.
Q1 20165$86mn.a.n.a.
Q2 20163$74mn.a.n.a.
Q3 20162$245mn.a.n.a.
Q4 20161$203mn.a.n.a.
Q1 20173$251mn.a.n.a.
Q2 20172$245mn.a.n.a.
Q3 20172$231mn.a.n.a.
Q4 20172$226mn.a.n.a.
Q1 20183$188mn.a.n.a.
Q2 20181$142mn.a.n.a.
Q3 20181$48mn.a.n.a.
Q4 20182$191mn.a.n.a.
Q1 20194$198mn.a.n.a.
Q2 20195$112mn.a.n.a.
Q3 20195$93mn.a.n.a.
Q4 20193$88mn.a.n.a.
Q1 20203$64mn.a.n.a.
Q2 20201$13mn.a.n.a.
Q4 20203$24mn.a.n.a.
Q1 20213$22mn.a.n.a.
Q2 20211$3.8mn.a.n.a.
Q3 20212$3.5mn.a.n.a.
Q4 20212$6.8mn.a.n.a.
Q1 20223$6.4mn.a.n.a.
Q3 20221$4.6mn.a.n.a.
Q1 20231$11mn.a.n.a.
Q2 20231$8.2mn.a.n.a.
Q1 20241$986k10
Q3 20241$4.5m10
Q4 20242$40m20
Q1 20252$70m20
Q2 20252$83m11
Q3 20251$22m10
Q4 20252$38m917
Q1 20262$23m169
Q2 20261$2.3m1115

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

NHI and WELL →NHI and EQIX →NHI and PLD →Choose a stock to compare with NHI →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own NHI, latest filings →Back to the 13F Explorer →