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 ($413.1k this quarter). Holder counts are more reliable. Shares outstanding: 48.5m as of 2026-04-29, 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 ≈ $80.96. Options: 4 managers hold calls ($11.2m notional), 3 hold puts ($10.6m).
Trends to Q1 2026
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 |
| Q4 2024 | 278 |
| Q1 2025 | 286 |
| Q2 2025 | 278 |
| Q3 2025 | 285 |
| Q4 2025 | 297 |
| Q1 2026 | 319 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q2 2024 | 113 | 97 |
| Q3 2024 | 151 | 106 |
| Q4 2024 | 140 | 119 |
| Q1 2025 | 142 | 129 |
| Q2 2025 | 163 | 99 |
| Q3 2025 | 146 | 119 |
| Q4 2025 | 154 | 107 |
| Q1 2026 | 165 | 118 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2025 | $610.0k | $676.8k | 1.11 |
| Q3 2025 | $786.5k | $564.1k | 0.72 |
| Q4 2025 | $1.0m | $885.9k | 0.87 |
| Q1 2026 | $11.2m | $10.6m | 0.94 |
Biggest buyers
| MILLENNIUM MANAGEMENT LLC | Added | +291.8k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | +209.2k |
| JANE STREET GROUP, LLC | New | +198.8k |
| Qube Research & Technologies Ltd | Added | +197.3k |
| Land & Buildings Investment Management, LLC | Added | +174.1k |
| TWO SIGMA INVESTMENTS, LP | Added | +173.5k |
| BANK OF AMERICA CORP /DE/ | Added | +165.5k |
| MORGAN STANLEY | Added | +142.3k |
| ALGERT GLOBAL LLC | Added | +137.1k |
| PRUDENTIAL FINANCIAL INC | Added | +134.4k |
Biggest sellers
| CENTERSQUARE INVESTMENT MANAGEMENT LLC | Reduced | -690.5k |
| TWO SIGMA ADVISERS, LP | Sold out | -209.1k |
| MetLife Investment Management, LLC | Reduced | -185.5k |
| Balyasny Asset Management L.P. | Sold out | -131.8k |
| MARSHALL WACE, LLP | Reduced | -115.8k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | Reduced | -100.0k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | Sold out | -76.6k |
| UBS Group AG | Reduced | -69.9k |
| TUDOR INVESTMENT CORP ET AL | Reduced | -69.6k |
| Lighthouse Investment Partners, LLC | Reduced | -66.9k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New | $10.2m125.7k shares |
| CITADEL ADVISORS LLC | Reduced | $671.1k8.3k shares |
| JANE STREET GROUP, LLC | New | $323.4k4.0k shares |
| SIMPLEX TRADING, LLC | Added | $48.5k600 shares |
Biggest puts
| JPMORGAN CHASE & CO | New | $10.3m125.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New | $242.6k3.0k shares |
| SIMPLEX TRADING, LLC | Reduced | $8.1k100 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 Q1 2026
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 |
|---|---|---|---|---|---|
| Q2 2024 | 1 | $28.8k | 0 | — | — |
| Q3 2024 | 0 | — | 0 | — | — |
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 0 | — | 0 | — | — |
| Q3 2025 | 0 | — | 0 | — | — |
| Q4 2025 | 0 | — | 0 | — | — |
| Q1 2026 | 0 | — | 0 | — | — |
None reported in Q1 2026.
Holders, Q1 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.01% of their portfolio | 4.8m $388.7m | Reduced -26.5k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.02% of their portfolio | 4.1m $334.9m | First filing |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 2.1m $168.6m | First filing |
| STATE STREET CORP 0.01% of their portfolio | 2.0m $161.4m | Reduced -23.0k |
| PRINCIPAL FINANCIAL GROUP INC 0.07% of their portfolio | 1.7m $137.5m | Added +32.9k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 1.3m $106.0m | Added +48.6k |
| PRUDENTIAL FINANCIAL INC 0.11% of their portfolio | 1.1m $92.0m | Added +134.4k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 992.8k $80.3m | Added +165.5k |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 986.6k $81.3m | Reduced -152 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 0.12% of their portfolio | 897.3k $72.6m | Reduced -13.9k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 826.0k $66.8m | Added +8.9k |
| MILLENNIUM MANAGEMENT LLC 0.05% of their portfolio | 762.0k $61.6m | Added +291.8k |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 686.2k $55.5m | Added +18.2k |
| Land & Buildings Investment Management, LLC 8.03% of their portfolio | 587.2k $47.5m | Added +174.1k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 562.8k $45.5m | Added +12.4k |
| M Holdings Securities, Inc. 2.90% of their portfolio | 531.2k $43.0m | Unchanged |
| Bank of New York Mellon Corp 0.01% of their portfolio | 514.7k $41.6m | Reduced -22.5k |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC 0.39% of their portfolio | 463.5k $37.5m | Reduced -690.5k |
| Qube Research & Technologies Ltd 0.05% of their portfolio | 429.5k $34.7m | Added +197.3k |
| TWO SIGMA INVESTMENTS, LP 0.03% of their portfolio | 420.1k $34.0m | Added +173.5k |
| MORGAN STANLEY 0.00% of their portfolio | 379.9k $30.7m | Added +142.3k |
| GW&K Investment Management, LLC 0.24% of their portfolio | 335.0k $27.1m | Added +54.2k |
| VANGUARD FIDUCIARY TRUST CO 0.01% of their portfolio | 311.7k $25.2m | First filing |
| BOWEN HANES & CO INC 0.51% of their portfolio | 260.0k $21.0m | Unchanged |
| Freestone Grove Partners LP 0.15% of their portfolio | 258.0k $20.9m | Reduced -28.3k |
| Sound Income Strategies, LLC 1.02% of their portfolio | 257.7k $21.1m | Added +814 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.03% of their portfolio | 254.4k $20.6m | Added +209.2k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 236.3k $19.1m | Added +2.2k |
| Legal & General Group Plc 0.00% of their portfolio | 231.7k $18.7m | Reduced -19.8k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 216.7k $17.5m | Added +46.0k |
| JANE STREET GROUP, LLC 0.02% of their portfolio | 198.8k $16.1m | New |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% of their portfolio | 186.0k $15.0m | Reduced -43.4k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 170.7k $13.8m | Added +44.7k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.02% of their portfolio | 160.0k $12.9m | Reduced -100.0k |
| Daiwa Securities Group Inc. 0.04% of their portfolio | 156.6k $12.7m | Added +54.4k |
| ALGERT GLOBAL LLC 0.18% of their portfolio | 145.6k $11.8m | Added +137.1k |
| MARSHALL WACE, LLP 0.01% of their portfolio | 134.1k $10.8m | Reduced -115.8k |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 133.1k $10.8m | Added +96.7k |
| UBS Group AG 0.00% of their portfolio | 127.6k $10.3m | Reduced -69.9k |
| Nuveen, LLC 0.00% of their portfolio | 113.8k $9.2m | Added +2.2k |
| SG Americas Securities, LLC 0.01% of their portfolio | 110.6k $8.9m | Added +98.5k |
| WOODMONT INVESTMENT COUNSEL LLC 0.52% of their portfolio | 104.1k $8.4m | Added +302 |
| Invesco Ltd. 0.00% of their portfolio | 94.8k $7.7m | Added +6.6k |
| Swiss National Bank 0.00% of their portfolio | 94.3k $7.6m | Added +700 |
| Asset Management One Co., Ltd. 0.02% of their portfolio | 92.4k $7.5m | Reduced -19.4k |
| Militia Capital Management LLC 0.56% of their portfolio | 91.2k $7.4m | First filing |
| FIRST TRUST ADVISORS LP 0.01% of their portfolio | 88.3k $7.1m | Reduced -1.7k |
| HSBC HOLDINGS PLC 0.00% of their portfolio | 84.5k $6.8m | Reduced -66.3k |
| Beacon Pointe Advisors, LLC 0.04% of their portfolio | 83.9k $6.8m | New |
| CANADA LIFE ASSURANCE Co 0.01% of their portfolio | 83.7k $6.8m | Added +522 |
| Morgan Stanley Institutional Investment Advisors LLC 0.60% of their portfolio | 76.9k $6.2m | Reduced -136 |
| STRS OHIO 0.02% of their portfolio | 76.7k $6.2m | Reduced -35.7k |
| NOMURA ASSET MANAGEMENT CO LTD 0.02% of their portfolio | 73.3k $5.9m | Added +2.5k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 67.4k $5.4m | Reduced -1.1k |
| Engineers Gate Manager LP 0.06% of their portfolio | 64.0k $5.2m | Added +43.4k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 62.8k $5.1m | Reduced -29.6k |
| CITIGROUP INC 0.00% of their portfolio | 62.0k $5.0m | Reduced -2.9k |
| VIRGINIA RETIREMENT SYSTEMS ET Al 0.04% of their portfolio | 59.5k $4.8m | Added +9.7k |
| CAPTRUST FINANCIAL ADVISORS 0.01% of their portfolio | 58.1k $4.7m | Added +49.2k |
| Pinnacle Financial Partners, Inc. 0.04% of their portfolio | 57.6k $4.7m | Added +1.0k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 56.2k $4.3m | Reduced -389 |
| Clayton Partners LLC 3.27% of their portfolio | 55.7k $4.5m | Added +220 |
| STATE OF WISCONSIN INVESTMENT BOARD 0.01% of their portfolio | 54.3k $4.4m | Added +8.2k |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.01% of their portfolio | 54.0k $4.4m | Reduced -11.3k |
| DekaBank Deutsche Girozentrale 0.01% of their portfolio | 53.2k $4.4m | Unchanged |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 52.8k $4.3m | Added +8.7k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 51.9k $4.2m | Added +7.0k |
| Sumitomo Mitsui Trust Group, Inc. 0.00% of their portfolio | 51.4k $4.2m | Reduced -1.1k |
| LEE DANNER & BASS INC 0.26% of their portfolio | 51.2k $4.1m | Unchanged |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% of their portfolio | 50.2k $4.1m | Added +39.1k |
| MACQUARIE GROUP LTD 0.02% of their portfolio | 49.6k $4.0m | Added +444 |
| ExodusPoint Capital Management, LP 0.04% of their portfolio | 48.5k $3.9m | New |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 47.8k $3.9m | Added +13.1k |
| HRT FINANCIAL LP 0.01% of their portfolio | 46.6k $3.8m | Added +43.7k |
| Jefferson Bridge Capital, LLC 3.68% of their portfolio | 45.8k $3.7m | Unchanged |
| Allianz Asset Management GmbH 0.00% of their portfolio | 45.3k $3.7m | Reduced -218 |
| OVERSEA-CHINESE BANKING Corp Ltd 0.11% of their portfolio | 45.2k $3.7m | Reduced -8.0k |
| Vanguard Investments Australia, Ltd. 0.01% of their portfolio | 42.5k $3.4m | First filing |
| RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio | 41.7k $3.4m | New |
| Nepsis Inc. 1.12% of their portfolio | 41.5k $3.4m | Reduced -1.1k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio | 41.1k $3.3m | First filing |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.00% of their portfolio | 39.0k $3.2m | Added +2.3k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 38.5k $3.1m | Reduced -431 |
| Aberdeen Group plc 0.00% of their portfolio | 38.0k $3.1m | Reduced -7.4k |
| TRUIST FINANCIAL CORP 0.00% of their portfolio | 36.4k $2.9m | Added +125 |
| Sophron Capital Management L.P. 0.84% of their portfolio | 35.4k $2.9m | Reduced -7.4k |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 35.2k $2.9m | Added +1.9k |
| Fieldview Capital Management, LLC 0.80% of their portfolio | 34.0k $2.8m | Added +9.2k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 33.3k $2.7m | Reduced -6.6k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 32.9k $2.7m | Added +1.2k |
| Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% of their portfolio | 30.6k $2.5m | Added +2.9k |
| LPL Financial LLC 0.00% of their portfolio | 30.5k $2.5m | Reduced -1.2k |
| Quantbot Technologies LP 0.10% of their portfolio | 30.2k $2.4m | Added +22.5k |
| State of Alaska, Department of Revenue 0.03% of their portfolio | 29.9k $2.4m | Added +395 |
| Squarepoint Ops LLC 0.01% of their portfolio | 29.8k $2.4m | Added +19.4k |
| Edgestream Partners, L.P. 0.07% of their portfolio | 28.1k $2.3m | Reduced -18.3k |
| MetLife Investment Management, LLC 0.01% of their portfolio | 27.0k $2.2m | Reduced -185.5k |
| TUDOR INVESTMENT CORP ET AL 0.01% of their portfolio | 26.2k $2.1m | Reduced -69.6k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% of their portfolio | 25.8k $2.1m | Reduced -1.6k |
| State of New Jersey Common Pension Fund D 0.01% of their portfolio | 25.3k $2.0m | Reduced -2.2k |