NATIONAL HEALTH INVS INC NHI
COM · REIT · CUSIP 63633D104 · ISIN US63633D1046
- SectorReal estate
- IndustryReal Estate Investment Trusts
- HeadquartersMurfreesboro, TN
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($1.3m this quarter). Holder counts are more reliable. Shares outstanding: 45.4m as of 2024-11-01, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $83.95. Options: 4 managers hold calls ($814.8k notional), 1 hold puts ($487.5k).
Trends to Q3 2024
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 241 |
| Q4 2022 | 232 |
| Q1 2023 | 228 |
| Q2 2023 | 211 |
| Q3 2023 | 210 |
| Q4 2023 | 211 |
| Q1 2024 | 221 |
| Q2 2024 | 231 |
| Q3 2024 | 283 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 108 | 119 |
| Q1 2023 | 111 | 105 |
| Q2 2023 | 98 | 108 |
| Q3 2023 | 90 | 90 |
| Q4 2023 | 94 | 97 |
| Q1 2024 | 109 | 95 |
| Q2 2024 | 113 | 97 |
| Q3 2024 | 151 | 106 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q4 2023 | $1.2m | $363.0k | 0.31 |
| Q1 2024 | $2.9m | $377.0k | 0.13 |
| Q2 2024 | $724.4k | $921.1k | 1.27 |
| Q3 2024 | $814.8k | $487.5k | 0.60 |
Biggest buyers
| PRUDENTIAL FINANCIAL INC | Added | +357.4k |
| Zimmer Partners, LP | New | +300.0k |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC | New | +290.2k |
| MARSHALL WACE, LLP | New | +210.9k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Added | +186.2k |
| VANGUARD GROUP INC | Added | +185.1k |
| MACQUARIE GROUP LTD | Added | +136.1k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Added | +123.6k |
| Waterfront Capital Partners, LLC | New | +120.1k |
| Ranger Global Real Estate Advisors, LLC | New | +100.0k |
Biggest sellers
| PRINCIPAL FINANCIAL GROUP INC | Reduced | -201.1k |
| Land & Buildings Investment Management, LLC | Reduced | -194.8k |
| LSV ASSET MANAGEMENT | Sold out | -131.4k |
| BANK OF AMERICA CORP /DE/ | Reduced | -70.1k |
| FMR LLC | Reduced | -43.0k |
| Strategic Financial Concepts, LLC | Sold out | -41.8k |
| JANUS HENDERSON GROUP PLC | Reduced | -40.4k |
| Eisler Capital (US) LLC | Sold out | -36.5k |
| Legal & General Group Plc | Reduced | -33.9k |
| Bank of New York Mellon Corp | Reduced | -31.4k |
Biggest calls
| CITADEL ADVISORS LLC | Reduced | $428.7k5.1k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New | $353.1k4.2k shares |
| SIMPLEX TRADING, LLC | Added | $33.0k400 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| CITADEL ADVISORS LLC | Added | $487.5k5.8k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| BlackRock, Inc. 13G · institution filed 2026-07-08 | 17.6% |
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 8.6% |
| STATE STREET CORP 13G · institution new · filed 2026-08-07 | 5.6% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-30 | 5.1% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD PORTFOLIO MANAGEMENT LLC)
Insider purchases and sales in Q3 2024
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2022 | 1 | $56.6k | 0 | — | — |
| Q1 2023 | 0 | — | 0 | — | — |
| Q2 2023 | 0 | — | 0 | — | — |
| Q3 2023 | 1 | $51.4k | 0 | — | — |
| Q4 2023 | 0 | — | 0 | — | — |
| Q1 2024 | 1 | $586.9k | 0 | — | — |
| Q2 2024 | 1 | $28.8k | 0 | — | — |
| Q3 2024 | 0 | — | 0 | — | — |
None reported in Q3 2024.
Holders, Q3 2024
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.01% of their portfolio | 6.3m $531.4m | Added +185.1k |
| BlackRock, Inc. 0.01% of their portfolio | 4.5m $375.8m | First filing |
| STATE STREET CORP 0.01% of their portfolio | 1.9m $158.1m | Reduced -13.9k |
| PRINCIPAL FINANCIAL GROUP INC 0.07% of their portfolio | 1.6m $131.6m | Reduced -201.1k |
| MACQUARIE GROUP LTD 0.11% of their portfolio | 1.2m $103.2m | Added +136.1k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 1.1m $92.0m | Added +8.5k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 852.4k $71.7m | Added +123.6k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 779.6k $65.5m | Reduced -70.1k |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 613.8k $51.6m | Added +5.8k |
| LASALLE INVESTMENT MANAGEMENT SECURITIES LLC 1.95% of their portfolio | 605.0k $50.9m | Added +3.6k |
| NORGES BANK 0.01% of their portfolio | 560.8k $47.1m | Added +16.3k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 512.0k $43.0m | Reduced -642 |
| Bank of New York Mellon Corp 0.01% of their portfolio | 503.7k $42.3m | Reduced -31.4k |
| Sumitomo Mitsui Trust Group, Inc. 0.03% of their portfolio | 461.1k $38.8m | Reduced -11.8k |
| PRUDENTIAL FINANCIAL INC 0.05% of their portfolio | 421.4k $35.4m | Added +357.4k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.07% of their portfolio | 379.7k $31.9m | Reduced -3.8k |
| GW&K Investment Management, LLC 0.25% of their portfolio | 340.8k $28.6m | Reduced -16.3k |
| Zimmer Partners, LP 0.47% of their portfolio | 300.0k $25.2m | New |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 299.8k $25.2m | Reduced -17.4k |
| Nuveen Asset Management, LLC 0.01% of their portfolio | 290.9k $24.5m | Reduced -1.4k |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC 0.23% of their portfolio | 290.2k $24.4m | New |
| MORGAN STANLEY 0.00% of their portfolio | 265.1k $22.3m | Added +64.6k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio | 242.3k $20.4m | Added +186.2k |
| Legal & General Group Plc 0.01% of their portfolio | 232.2k $19.5m | Reduced -33.9k |
| Land & Buildings Investment Management, LLC 3.83% of their portfolio | 223.1k $18.8m | Reduced -194.8k |
| MARSHALL WACE, LLP 0.02% of their portfolio | 210.9k $17.7m | New |
| DEUTSCHE BANK AG\ 0.01% of their portfolio | 205.8k $17.3m | Added +18.0k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 183.9k $15.5m | Added +70.1k |
| Sound Income Strategies, LLC 0.92% of their portfolio | 169.6k $14.3m | Added +16.5k |
| Invesco Ltd. 0.00% of their portfolio | 125.1k $10.5m | Added +19.3k |
| JUPITER ASSET MANAGEMENT LTD 0.09% of their portfolio | 123.5k $10.4m | Reduced -644 |
| Waterfront Capital Partners, LLC 1.86% of their portfolio | 120.1k $10.1m | New |
| Asset Management One Co., Ltd. 0.03% of their portfolio | 115.3k $9.7m | Reduced -4.5k |
| Qube Research & Technologies Ltd 0.02% of their portfolio | 108.9k $9.2m | Added +67.7k |
| FIRST TRUST ADVISORS LP 0.01% of their portfolio | 108.5k $9.1m | Added +9.3k |
| UBS Group AG 0.00% of their portfolio | 101.5k $8.5m | Added +40.5k |
| Ranger Global Real Estate Advisors, LLC 3.63% of their portfolio | 100.0k $8.4m | New |
| Gillson Capital LP 0.70% of their portfolio | 91.6k $7.7m | New |
| Swiss National Bank 0.00% of their portfolio | 84.8k $7.1m | Reduced -800 |
| RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio | 82.2k $6.9m | Added +700 |
| Lighthouse Investment Partners, LLC 0.36% of their portfolio | 80.0k $6.7m | New |
| Edgestream Partners, L.P. 0.29% of their portfolio | 78.1k $6.6m | Added +44.9k |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 78.1k $6.6m | Reduced -3.8k |
| GREAT LAKES ADVISORS, LLC 0.05% of their portfolio | 76.2k $6.4m | New |
| TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio | 74.6k $6.3m | Added +55.9k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.01% of their portfolio | 73.3k $6.2m | Added +22.2k |
| LEE DANNER & BASS INC 0.43% of their portfolio | 73.1k $6.1m | Reduced -2.0k |
| BARCLAYS PLC 0.00% of their portfolio | 71.7k $6.0m | Added +54.8k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 70.2k $5.9m | Reduced -749 |
| Ghisallo Capital Management LLC 0.29% of their portfolio | 70.0k $5.9m | New |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 69.4k $5.8m | Added +7.0k |
| Nepsis Inc. 1.35% of their portfolio | 67.8k $5.7m | Added +10.8k |
| APG Asset Management US Inc. 0.04% of their portfolio | 67.3k $5.6m | New |
| EASTERLY INVESTMENT PARTNERS LLC 0.45% of their portfolio | 67.0k $5.6m | New |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.02% of their portfolio | 62.5k $5.3m | Added +470 |
| CANADA LIFE ASSURANCE Co 0.01% of their portfolio | 61.5k $5.2m | Reduced -4.9k |
| JANE STREET GROUP, LLC 0.01% of their portfolio | 60.1k $5.1m | Added +24.4k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.01% of their portfolio | 58.2k $4.9m | Added +15.7k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 56.8k $4.8m | Reduced -1.4k |
| Clayton Partners LLC 3.32% of their portfolio | 54.9k $4.6m | Reduced -14.2k |
| NOMURA ASSET MANAGEMENT CO LTD 0.01% of their portfolio | 54.8k $4.6m | Added +990 |
| DekaBank Deutsche Girozentrale 0.01% of their portfolio | 53.2k $4.4m | Reduced -4.3k |
| ExodusPoint Capital Management, LP 0.05% of their portfolio | 53.1k $4.5m | New |
| DARK FOREST CAPITAL MANAGEMENT LP 0.56% of their portfolio | 52.2k $4.4m | Added +36.9k |
| Pinnacle Financial Partners Inc 0.08% of their portfolio | 49.5k $4.2m | Added +3.5k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 49.2k $3.8m | Reduced -8.3k |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.00% of their portfolio | 44.6k $531 | Added +44.1k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 43.0k $3.6m | Added +35.5k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 41.0k $3.4m | Reduced -1.3k |
| Vestcor Inc 0.10% of their portfolio | 39.2k $3.3m | New |
| Clark Capital Management Group, Inc. 0.02% of their portfolio | 37.4k $3.1m | Added +4.4k |
| ClariVest Asset Management LLC 0.25% of their portfolio | 36.4k $2.5m | Unchanged |
| TRUIST FINANCIAL CORP 0.00% of their portfolio | 36.3k $3.0m | Reduced -1.8k |
| CITIGROUP INC 0.00% of their portfolio | 36.1k $3.0m | Added +14.3k |
| HSBC HOLDINGS PLC 0.00% of their portfolio | 32.5k $2.7m | Reduced -352 |
| Squarepoint Ops LLC 0.01% of their portfolio | 29.0k $2.4m | New |
| Thrivent Financial for Lutherans 0.00% of their portfolio | 28.9k $2.4m | New |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 28.5k $2.4m | Added +331 |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.00% of their portfolio | 27.9k $2.3m | Added +161 |
| Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio | 26.0k $2.2m | Reduced -12 |
| Wealthspire Retirement, LLC 0.17% of their portfolio | 25.5k $2.1m | Reduced -1.7k |
| MetLife Investment Management, LLC 0.01% of their portfolio | 25.2k $2.1m | Reduced -7 |
| TWO SIGMA ADVISERS, LP 0.00% of their portfolio | 25.0k $2.1m | Added +100 |
| State of New Jersey Common Pension Fund D 0.01% of their portfolio | 25.0k $2.1m | Reduced -4.1k |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 24.4k $2.1m | Added +739 |
| OVERSEA-CHINESE BANKING Corp Ltd 0.06% of their portfolio | 24.0k $2.0m | New |
| Campbell & CO Investment Adviser LLC 0.15% of their portfolio | 23.9k $2.0m | Added +443 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 23.8k $2.0m | Reduced -274 |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 23.6k $2.0m | New |
| MARTINGALE ASSET MANAGEMENT L P 0.04% of their portfolio | 22.8k $1.9m | New |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 22.7k $1.9m | Reduced -1.9k |
| Amundi 0.00% of their portfolio | 22.6k $1.8m | Reduced -1.1k |
| LPL Financial LLC 0.00% of their portfolio | 22.4k $1.9m | Reduced -326 |
| Corebridge Financial, Inc. 0.01% of their portfolio | 22.4k $1.9m | Reduced -138 |
| Janney Montgomery Scott LLC 0.00% of their portfolio | 21.0k $1.8m | Reduced -373 |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.00% of their portfolio | 20.1k $1.7m | Added +16.0k |
| Pensionfund PDN 0.77% of their portfolio | 20.0k $1.7m | Reduced -17.6k |
| State of Alaska, Department of Revenue 0.02% of their portfolio | 19.8k $1.7m | Reduced -239 |
| JANUS HENDERSON GROUP PLC 0.00% of their portfolio | 19.2k $1.6m | Reduced -40.4k |
| Aberdeen Group plc 0.00% of their portfolio | 18.9k $1.6m | Added +1.3k |