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 ($108.6k this quarter). Holder counts are more reliable. Shares outstanding: 49.1m as of 2026-08-03, 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 ≈ $76.39. Options: 5 managers hold calls ($20.2m notional), 6 hold puts ($20.6m).
Trends to Q2 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 |
| Q2 2026 | 304 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| 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 |
| Q2 2026 | 155 | 141 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $786.5k | $564.1k | 0.72 |
| Q4 2025 | $1.0m | $885.9k | 0.87 |
| Q1 2026 | $11.2m | $10.6m | 0.94 |
| Q2 2026 | $20.2m | $20.6m | 1.02 |
Biggest buyers
| BlackRock, Inc. | Added | +3.9m |
| Bank of New York Mellon Corp | Added | +1.1m |
| STATE STREET CORP | Added | +761.5k |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Added | +488.4k |
| PRINCIPAL FINANCIAL GROUP INC | Added | +276.2k |
| UBS Group AG | Added | +268.6k |
| SEGALL BRYANT & HAMILL, LLC | New | +209.3k |
| Public Sector Pension Investment Board | New | +165.7k |
| Balyasny Asset Management L.P. | New | +130.1k |
| ALGERT GLOBAL LLC | Added | +103.3k |
Biggest sellers
| PRUDENTIAL FINANCIAL INC | Reduced | -880.1k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -683.0k |
| Land & Buildings Investment Management, LLC | Sold out | -587.2k |
| JPMORGAN CHASE & CO | Reduced | -571.2k |
| M Holdings Securities, Inc. | Reduced | -509.4k |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC | Reduced | -416.9k |
| Qube Research & Technologies Ltd | Reduced | -386.4k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | -233.0k |
| Freestone Grove Partners LP | Reduced | -227.3k |
| JANE STREET GROUP, LLC | Sold out | -198.8k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $18.3m240.3k shares |
| CITADEL ADVISORS LLC | Added | $968.5k12.7k shares |
| IMC-Chicago, LLC | New | $510.9k6.7k shares |
| JANE STREET GROUP, LLC | Added | $312.7k4.1k shares |
| SIMPLEX TRADING, LLC | Added | $122.0k1.6k shares |
Biggest puts
| JPMORGAN CHASE & CO | Added | $18.6m240.0k shares |
| CITADEL ADVISORS LLC | New | $663.5k8.7k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $610.1k8.0k shares |
| JANE STREET GROUP, LLC | New | $457.6k6.0k shares |
| IMC-Chicago, LLC | New | $205.9k2.7k shares |
| SIMPLEX TRADING, LLC | Unchanged | $7.6k100 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 since 1 Apr 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 |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 0 | — | 0 | — | — |
| Q3 2025 | 0 | — | 0 | — | — |
| Q4 2025 | 0 | — | 0 | — | — |
| Q1 2026 | 0 | — | 0 | — | — |
| Q2 2026 | 2 | $167.0k | 0 | — | — |
| Q3 2026 | 0 | — | 0 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-06-15 | MCCABE ROBERT A JR Director | Bought | $63.8k890 shares |
| 2026-06-05 | Mendelsohn D. Eric CEO and President, director | Bought | $103.3k1.5k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.01% of their portfolio | 8.7m $666.0m | Added +3.9m |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.02% of their portfolio | 4.6m $353.1m | Added +488.4k |
| STATE STREET CORP 0.01% of their portfolio | 2.7m $211.1m | Added +761.5k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 2.1m $160.1m | Added +14.5k |
| PRINCIPAL FINANCIAL GROUP INC 0.07% of their portfolio | 2.0m $150.8m | Added +276.2k |
| Bank of New York Mellon Corp 0.02% of their portfolio | 1.6m $122.5m | Added +1.1m |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 1.4m $107.0m | Added +91.5k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 1.0m $77.7m | Added +26.6k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 880.3k $67.1m | Added +54.3k |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 0.10% of their portfolio | 870.4k $66.4m | Reduced -26.9k |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 675.7k $51.5m | Reduced -10.5k |
| NORGES BANK 0.01% of their portfolio | 672.4k $51.3m | Not comparable |
| NORTHERN TRUST CORP 0.01% of their portfolio | 608.7k $46.4m | Added +45.8k |
| MORGAN STANLEY 0.00% of their portfolio | 444.0k $33.9m | Added +64.2k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 415.4k $32.4m | Reduced -571.2k |
| UBS Group AG 0.00% of their portfolio | 396.2k $30.2m | Added +268.6k |
| TWO SIGMA INVESTMENTS, LP 0.02% of their portfolio | 335.4k $25.6m | Reduced -84.6k |
| GW&K Investment Management, LLC 0.19% of their portfolio | 322.5k $24.6m | Reduced -12.5k |
| VANGUARD FIDUCIARY TRUST CO 0.01% of their portfolio | 321.0k $24.5m | Added +9.3k |
| Legal & General Group Plc 0.00% of their portfolio | 285.1k $21.7m | Added +53.4k |
| Sound Income Strategies, LLC 0.92% of their portfolio | 270.3k $20.6m | Added +12.5k |
| BOWEN HANES & CO INC 0.51% of their portfolio | 260.0k $21.0m | Unchanged |
| PRUDENTIAL FINANCIAL INC 0.02% of their portfolio | 257.1k $19.6m | Reduced -880.1k |
| ALGERT GLOBAL LLC 0.23% of their portfolio | 248.9k $19.0m | Added +103.3k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 242.9k $18.5m | Added +6.6k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 235.1k $17.9m | Added +18.4k |
| SEGALL BRYANT & HAMILL, LLC 0.19% of their portfolio | 209.3k $16.0m | New |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% of their portfolio | 192.9k $14.7m | Added +6.9k |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 178.7k $13.6m | Added +45.6k |
| Public Sector Pension Investment Board 0.03% of their portfolio | 165.7k $12.6m | New |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 135.6k $10.3m | Added +102.3k |
| SG Americas Securities, LLC 0.01% of their portfolio | 134.5k $10.3m | Added +23.9k |
| Balyasny Asset Management L.P. 0.02% of their portfolio | 130.1k $9.9m | New |
| WOODMONT INVESTMENT COUNSEL LLC 0.52% of their portfolio | 125.8k $9.6m | Added +21.7k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 121.3k $9.3m | Reduced -49.3k |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 120.8k $9.2m | Added +53.4k |
| CANADA LIFE ASSURANCE Co 0.01% of their portfolio | 120.0k $9.2m | Added +36.3k |
| Invesco Ltd. 0.00% of their portfolio | 118.6k $9.0m | Added +23.9k |
| Nuveen, LLC 0.00% of their portfolio | 117.5k $9.0m | Added +3.7k |
| Beacon Pointe Advisors, LLC 0.04% of their portfolio | 112.0k $8.5m | Added +28.1k |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 105.1k $8.0m | Added +16.8k |
| TUDOR INVESTMENT CORP ET AL 0.03% of their portfolio | 100.6k $7.7m | Added +74.4k |
| Asset Management One Co., Ltd. 0.02% of their portfolio | 100.2k $7.6m | Added +7.8k |
| HSBC HOLDINGS PLC 0.00% of their portfolio | 93.4k $7.1m | Added +8.9k |
| Swiss National Bank 0.00% of their portfolio | 92.4k $7.0m | Reduced -1.9k |
| MARSHALL WACE, LLP 0.01% of their portfolio | 84.2k $6.4m | Reduced -50.0k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 79.4k $6.1m | Added +16.6k |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 79.0k $6.0m | Reduced -683.0k |
| NOMURA ASSET MANAGEMENT CO LTD 0.01% of their portfolio | 78.0k $6.0m | Added +4.8k |
| Morgan Stanley Institutional Investment Advisors LLC 0.56% of their portfolio | 77.9k $5.9m | Added +1.0k |
| Eversept Partners, LP 0.29% of their portfolio | 70.7k $5.4m | New |
| Sophron Capital Management L.P. 1.67% of their portfolio | 70.7k $5.4m | Added +35.2k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 65.8k $5.3m | Added +9.6k |
| Susquehanna Portfolio Strategies, LLC 0.08% of their portfolio | 64.8k $4.9m | Added +46.8k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 63.5k $4.8m | Added +10.7k |
| CITIGROUP INC 0.00% of their portfolio | 59.6k $4.5m | Reduced -2.4k |
| CAPTRUST FINANCIAL ADVISORS 0.01% of their portfolio | 57.8k $4.4m | Reduced -242 |
| Pinnacle Financial Partners, Inc. 0.03% of their portfolio | 57.6k $4.4m | Unchanged |
| Jefferson Bridge Capital, LLC 3.79% of their portfolio | 57.4k $4.4m | Added +11.6k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio | 56.8k $4.3m | New |
| Clayton Partners LLC 2.80% of their portfolio | 55.9k $4.3m | Added +192 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.01% of their portfolio | 55.6k $4.2m | Added +1.6k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 53.5k $4.1m | Added +1.5k |
| DekaBank Deutsche Girozentrale 0.01% of their portfolio | 53.2k $4.3m | Unchanged |
| RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio | 52.1k $4.0m | Added +10.4k |
| Sumitomo Mitsui Trust Group, Inc. 0.00% of their portfolio | 50.4k $3.8m | Reduced -927 |
| MACQUARIE GROUP LTD 0.02% of their portfolio | 50.3k $3.8m | Added +740 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.01% of their portfolio | 50.0k $3.8m | Reduced -110.0k |
| LEE DANNER & BASS INC 0.21% of their portfolio | 47.2k $3.6m | Reduced -4.0k |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 0.02% of their portfolio | 46.9k $3.6m | Added +25.7k |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC 0.03% of their portfolio | 46.7k $3.6m | Reduced -416.9k |
| State of Alaska, Department of Revenue 0.04% of their portfolio | 46.5k $3.5m | Added +16.6k |
| Edgestream Partners, L.P. 0.10% of their portfolio | 45.8k $3.5m | Added +17.7k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 44.0k $3.4m | Reduced -3.8k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio | 43.4k $3.3m | Added +2.3k |
| Vanguard Investments Australia, Ltd. 0.01% of their portfolio | 43.4k $3.3m | Added +933 |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 43.4k $3.3m | Added +4.9k |
| Qube Research & Technologies Ltd 0.00% of their portfolio | 43.1k $3.3m | Reduced -386.4k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.00% of their portfolio | 41.6k $3.2m | Added +2.6k |
| Engineers Gate Manager LP 0.04% of their portfolio | 41.2k $3.1m | Reduced -22.9k |
| Thrivent Financial for Lutherans 0.01% of their portfolio | 41.0k $3.1m | Added +32.7k |
| Nepsis Inc. 1.05% of their portfolio | 40.8k $3.1m | Reduced -721 |
| LAZARD ASSET MANAGEMENT LLC 0.00% of their portfolio | 38.2k $2.9m | Added +20.2k |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 37.6k $2.9m | Added +2.4k |
| TRUIST FINANCIAL CORP 0.00% of their portfolio | 36.9k $2.8m | Added +500 |
| LPL Financial LLC 0.00% of their portfolio | 33.3k $2.5m | Added +2.7k |
| Freestone Grove Partners LP 0.02% of their portfolio | 30.7k $2.3m | Reduced -227.3k |
| Militia Capital Management LLC 0.42% of their portfolio | 30.4k $2.3m | Reduced -60.8k |
| Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% of their portfolio | 30.4k $2.3m | Reduced -245 |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 29.9k $2.3m | Added +16.9k |
| MetLife Investment Management, LLC 0.01% of their portfolio | 29.6k $2.3m | Added +2.7k |
| NewEdge Wealth, LLC 0.02% of their portfolio | 29.2k $2.2m | Added +7.1k |
| Amundi 0.00% of their portfolio | 27.0k $2.1m | Added +2.1k |
| Aberdeen Group plc 0.00% of their portfolio | 26.3k $2.0m | Reduced -11.6k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 25.9k $2.0m | Reduced -7.0k |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 24.9k $1.9m | Added +2.9k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 24.5k $1.9m | Added +2.6k |
| Wealthspire Retirement, LLC 0.10% of their portfolio | 24.4k $1.9m | Reduced -968 |
| MARTINGALE ASSET MANAGEMENT L P 0.04% of their portfolio | 23.8k $1.8m | Added +14.2k |
| OVERSEA-CHINESE BANKING Corp Ltd 0.04% of their portfolio | 23.4k $1.8m | Reduced -21.8k |