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Natl Health Investors Inc (NHI)

CUSIP: 63633D104 | NYSE | Real Estate · REIT - Healthcare Facilities | Mid Cap | 1020 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/AVanguard Portfolio Management LLC4,804,5029.8%New 5%+ stakeSep 30, 20264,630,646 sh (Jun 30, 2026)
13G/AVanguard Portfolio Management LLC4,804,502
9.8% of class · Sep 30, 2026New 5%+ stake
4,630,646 sh (Jun 30, 2026)

Institutional Holders — Q3 2026

Principal Financial Group Inc1,997,739
0.1% of portfolio›$131.1M
Bank of New York Mellon Corp1,957,148
0.0% of portfolio›$128.4M
Dimensional Fund Advisors LP688,109
0.0% of portfolio›$45.2M
Sumitomo Mitsui Trust Group, Inc.239,542
0.0% of portfolio›$15.7M
Sound Income Strategies, LLC159,225
0.5% of portfolio›$10.3M
Woodmont Investment Counsel LLC136,697
0.5% of portfolio›$9.0M
Asset Management One Co., Ltd.91,195
0.0% of portfolio›$6.0M
Citigroup Inc58,826
0.0% of portfolio›$3.9M
Nepsis Inc.49,339
1.0% of portfolio›$3.2M
LEE Danner & Bass Inc47,210
0.2% of portfolio›$3.1M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS46,794
0.0% of portfolio›$3.1M
Mitsubishi UFJ Asset Management Co., Ltd.45,314
0.0% of portfolio›$3.0M
Thrivent Financial for Lutherans39,239
0.0% of portfolio›$2.6K
Truist Financial Corp38,360
0.0% of portfolio›$2.5M
State of Alaska, Department of Revenue37,845
0.0% of portfolio›$2.5K
Exchange Traded Concepts, LLC36,105
0.0% of portfolio›$2.4M
Mutual of America Capital Management LLC34,736
0.0% of portfolio›$2.3M
Creative Planning25,294
0.0% of portfolio›$1.7M
Illinois Municipal Retirement Fund25,248
0.0% of portfolio›$1.7M
Louisiana State Employees Retirement System20,900
0.0% of portfolio›$1.4M
Daiwa Securities Group Inc.20,319
0.0% of portfolio›$1.3M
Pensionfund PDN19,000
0.7% of portfolio›$1.2K
State of New Jersey Common Pension Fund D18,223
0.0% of portfolio›$1.2M
Y-Intercept (Hong Kong) Ltd18,190
0.0% of portfolio›$1.2M
TBH Global Asset Management, LLC14,576
0.2% of portfolio›$956.6K
Arizona State Retirement System13,309
0.0% of portfolio›$873.5K
Strs Ohio13,300
0.0% of portfolio›$872.9K
Moody National Bank Trust Division13,031
0.1% of portfolio›$855.2K
Amalgamated Bank12,717
0.0% of portfolio›$835
Yousif Capital Management, LLC12,487
0.0% of portfolio›$819.5K
Sumitomo Mitsui DS Asset Management Company, Ltd12,290
0.0% of portfolio›$806.6K
DekaBank Deutsche Girozentrale12,271
0.0% of portfolio›$818
Commonwealth Equity Services, LLC11,213
0.0% of portfolio›$735.9K
Oregon Public Employees Retirement Fund11,000
0.0% of portfolio›$721.9K
Maryland State Retirement & Pension System10,930
0.0% of portfolio›$717.3K
Independent Financial Group, LLC9,800
0.0% of portfolio›$643.2K
IFM Investors Pty Ltd9,630
0.0% of portfolio›$632.0K
Inspire Investing, LLC9,619
0.0% of portfolio›$631.3K
Family Legacy, Inc.9,340
0.2% of portfolio›$613.0K
Pensionfund Sabic9,200
0.7% of portfolio›$604
Achmea Investment Management B.V.8,709
0.0% of portfolio›$572.0K
New York State Teachers Retirement System8,668
0.0% of portfolio›$569
Sagespring Wealth Partners, LLC7,962
0.0% of portfolio›$522.6K
Pictet Asset Management Holding SA7,360
0.0% of portfolio›$483.0K
Roman Butler Fullerton & Co7,165
0.1% of portfolio›$463.6K
Kestra Advisory Services, LLC7,036
0.0% of portfolio›$461.7K
Vise Technologies, Inc.6,978
0.0% of portfolio›$458.0K
Belleair Asset Management, LLC6,953
0.4% of portfolio›$456.3K
Rossby Financial, LCC6,760
0.1% of portfolio›$443.7K
ProShare Advisors LLC6,669
0.0% of portfolio›$437.7K
Equitable Trust Co6,010
0.0% of portfolio›$394.4K
UniSuper Management Pty Ltd5,700
0.0% of portfolio›$374.1K
Oath Planning, LLC5,471
0.2% of portfolio›$359.1K
Central Valley Advisors, LLC5,181
0.1% of portfolio›$340.0K
Aviance Capital Partners, LLC5,084
0.0% of portfolio›$333.7K
Xponance LLC4,720
0.0% of portfolio›$309.8K
Bokf, NA4,602
0.0% of portfolio›$302.0K
Wealth Enhancement Advisory Services, LLC4,590
0.0% of portfolio›$296.4K
Albert D Mason Inc4,532
0.2% of portfolio›$297.4K
Trust Co3,969
0.0% of portfolio›$260.5K
Cambridge Investment Research Advisors, Inc.3,673
0.0% of portfolio›$241
Swiss Life Asset Management Ltd3,622
0.0% of portfolio›$237.7K
Concurrent Investment Advisors, LLC3,480
0.0% of portfolio›$228.4K
Choreo, LLC3,401
0.0% of portfolio›$223.3K
Shayne & Jacobs, LLC3,100
0.1% of portfolio›$203.5K
Nisa Investment Advisors, LLC2,923
0.0% of portfolio›$194.6K
SJS Investment Consulting Inc.2,668
0.0% of portfolio›$175.1K
Caitong International Asset Management Co., Ltd2,594
0.0% of portfolio›$170.2K
US Bancorp \de\2,067
0.0% of portfolio›$135.7K
Signaturefd, LLC1,959
0.0% of portfolio›$128.6K
KBC Group NV1,561
0.0% of portfolio›$102
Jacobi Capital Management LLC1,392
0.0% of portfolio›$91.3K
Assetmark, Inc1,354
0.0% of portfolio›$88.9K
North Star Investment Management Corp.1,150
0.0% of portfolio›$75.5K
Farther Finance Advisors, LLC1,072
0.0% of portfolio›$70.4K
Sterling Capital Management LLC951
0.0% of portfolio›$62.4K
Triumph Capital Management875
0.0% of portfolio›$57.5K
Caldwell Trust Co633
0.0% of portfolio›$41.5K
GF Fund Management Co. Ltd.613
0.0% of portfolio›$40.2K
Gamma Investing LLC603
0.0% of portfolio›$39.6K
Compass Wealth Management LLC475
0.0% of portfolio›$31.2K
Versant Capital Management, Inc415
0.0% of portfolio›$27.2K
Fifth Third Bancorp258
0.0% of portfolio›$16.9K
Pinnacle Wealth Planning Services, Inc.234
0.0% of portfolio›$15.4K
Covestor Ltd190
0.0% of portfolio›$12
Central Trust Co176
0.0% of portfolio›$11.6K
EverSource Wealth Advisors, LLC148
0.0% of portfolio›$9.7K
Parkside Financial Bank & Trust145
0.0% of portfolio›$9.5K
Silver Grove Financial Group, Inc.134
0.0% of portfolio›$8.8K
Bare Financial Services, Inc123
0.0% of portfolio›$8.1K
Parallel Advisors, LLC113
0.0% of portfolio›$7.4K
Key Capital Management, Inc111
0.0% of portfolio›$7.3K
Latitude Advisors, LLC101
0.0% of portfolio›$6.7K
Meriwether Wealth & Planning, LLC100
0.0% of portfolio›$6.6K
Signature Equity Partners, LLC90
0.0% of portfolio›$5.9K
Lanark Financial, Inc.77
0.0% of portfolio›$5.1K
Mirae Asset Global Investments Co., Ltd.74
0.0% of portfolio›$4.9K
NorthAvenue LLC70
0.0% of portfolio›$4.6K
Horizon Financial Services, LLC66
0.0% of portfolio›$4.3K
Mosley Wealth Management60
0.0% of portfolio›$3.9K
Larson Financial Group LLC52
0.0% of portfolio›$3.4K
Physician Wealth Advisors, Inc.44
0.0% of portfolio›$2.9K
MassMutual Private Wealth & Trust, FSB42
0.0% of portfolio›$2.8K
Farmers & Merchants Investments Inc41
0.0% of portfolio›$2.7K
Ascentis Wealth Management, LLC41
0.0% of portfolio›$2.7K
Spire Wealth Management29
0.0% of portfolio›$1.9K
Evolution Wealth Management Inc.28
0.0% of portfolio›$1.8K
Mather Group, Llc.26
0.0% of portfolio›$1.7K
Ares Financial Consulting, LLC25
0.0% of portfolio›$1.6K
Bell Investment Advisors, Inc24
0.0% of portfolio›$1.6K
Hilton Head Capital Partners, LLC22
0.0% of portfolio›$1.5K
Root Financial Partners, LLC13
0.0% of portfolio›$853
Private Wealth Management Group, LLC13
0.0% of portfolio›$854
Birch Financial Group, LLC9
0.0% of portfolio›$568
Cedar Mountain Advisors, LLC8
0.0% of portfolio›$525
JFS Wealth Advisors, LLC8
0.0% of portfolio›$533
Manchester Capital Management LLC7
0.0% of portfolio›$460
Blue Trust, Inc.7
0.0% of portfolio›$459
CoreCap Advisors, LLC7
0.0% of portfolio›$459
UMB Private Wealth Management, LLC6
0.0% of portfolio›$394
Capital Advisors, Ltd. LLC6
0.0% of portfolio›$0
IFP Advisors, Inc5
0.0% of portfolio›$328
Arlington Trust Co LLC3
0.0% of portfolio›$197
Hughes Financial Services, LLC2
0.0% of portfolio›$134
GHP Investment Advisors, Inc.2
0.0% of portfolio›$132
StyleTurnoverLocationFiled
Principal Financial Group Inc
1,997,739$131.1M0.1%CoreLowDes Moines, IA2026-11-02
Bank of New York Mellon Corp
1,957,148$128.4M0.0%CoreLowNew York, NY2026-11-05
Dimensional Fund Advisors LP
688,109$45.2M0.0%IndexLowAustin, TX2026-11-04
Sumitomo Mitsui Trust Group, Inc.
239,542$15.7M0.0%IndexVery LowChiyoda-Ku, Tokyo, Mexico2026-10-29
Sound Income Strategies, LLC
159,225$10.3M0.5%YieldMediumFt Lauderdale, FL2026-10-09
Woodmont Investment Counsel LLC
136,697$9.0M0.5%GARPVery LowNashville, TN2026-10-29
Asset Management One Co., Ltd.
91,195$6.0M0.0%IndexVery LowTokyo, Mexico2026-10-27
Citigroup Inc
58,826$3.9M0.0%CoreMediumNew York, NY2026-11-04
Nepsis Inc.
49,339$3.2M1.0%CoreMediumMinneapolis, MN2026-10-13
LEE Danner & Bass Inc
47,210$3.1M0.2%ValueVery LowNashville, TN2026-10-27
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
46,794$3.1M0.0%CoreLowHarrisburg, PA2026-11-03
Mitsubishi UFJ Asset Management Co., Ltd.
45,314$3.0M0.0%IndexVery LowTokyo, Mexico2026-11-05
Thrivent Financial for Lutherans
39,239$2.6K0.0%GARPMediumMinneapolis, MN2026-11-05
Truist Financial Corp
38,360$2.5M0.0%CoreLowCharlotte, NC2026-10-30
State of Alaska, Department of Revenue
37,845$2.5K0.0%CoreVery LowJuneau, AK2026-10-15
Exchange Traded Concepts, LLC
36,105$2.4M0.0%GrowthMediumOklahoma City, OK2026-10-28
Mutual of America Capital Management LLC
34,736$2.3M0.0%IndexLowNew York, NY2026-10-23
Creative Planning
25,294$1.7M0.0%IndexVery LowOverland Park, KS2026-11-02
Illinois Municipal Retirement Fund
25,248$1.7M0.0%CoreMediumOak Brook, IL2026-11-05
Louisiana State Employees Retirement System
20,900$1.4M0.0%IndexLowBaton Rouge, LA2026-10-20
Daiwa Securities Group Inc.
20,319$1.3M0.0%GrowthMediumChiyoda-Ku,Tokyo, Mexico2026-10-29
Pensionfund PDN
19,000$1.2K0.7%YieldVery LowSittard, Philippines2026-10-05
State of New Jersey Common Pension Fund D
18,223$1.2M0.0%CoreLowTrenton, NJ2026-11-05
Y-Intercept (Hong Kong) Ltd
18,190$1.2M0.0%ValueVery HighHong Kong, South Korea2026-10-16
TBH Global Asset Management, LLC
14,576$956.6K0.2%CoreHighBrentwood, TN2026-11-03
Arizona State Retirement System
13,309$873.5K0.0%IndexVery LowPhoenix, AZ2026-11-03
Strs Ohio
13,300$872.9K0.0%CoreMediumColumbus, OH2026-10-30
Moody National Bank Trust Division
13,031$855.2K0.1%CoreMediumGalveston, TX2026-10-06
Amalgamated Bank
12,717$8350.0%CoreVery LowNew York, NY2026-10-23
Yousif Capital Management, LLC
12,487$819.5K0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Sumitomo Mitsui DS Asset Management Company, Ltd
12,290$806.6K0.0%IndexVery LowTokyo, Mexico2026-10-20
DekaBank Deutsche Girozentrale
12,271$8180.0%CoreLowFrankfurt, Hong Kong2026-10-27
Commonwealth Equity Services, LLC
11,213$735.9K0.0%ETFLowWaltham, MA2026-11-02
Oregon Public Employees Retirement Fund
11,000$721.9K0.0%IndexVery LowTigard, OR2026-10-30
Maryland State Retirement & Pension System
10,930$717.3K0.0%IndexVery LowBaltimore, MD2026-11-05
Independent Financial Group, LLC
9,800$643.2K0.0%GrowthLowSan Diego, CA2026-10-13
IFM Investors Pty Ltd
9,630$632.0K0.0%IndexVery LowMelbourne, China2026-10-14
Inspire Investing, LLC
9,619$631.3K0.0%GARPHighMeridian, ID2026-10-22
Family Legacy, Inc.
9,340$613.0K0.2%CoreVery LowGreenville, SC2026-10-13
Pensionfund Sabic
9,200$6040.7%YieldVery LowSittard, Philippines2026-10-05
Achmea Investment Management B.V.
8,709$572.0K0.0%CoreMediumZeist, Philippines2026-10-30
New York State Teachers Retirement System
8,668$5690.0%CoreVery LowAlbany, NY2026-10-22
Sagespring Wealth Partners, LLC
7,962$522.6K0.0%ETFLowFranklin, TN2026-10-22
Pictet Asset Management Holding SA
7,360$483.0K0.0%GrowthMediumCarouge, Switzerland2026-11-03
Roman Butler Fullerton & Co
7,165$463.6K0.1%GrowthMediumSt Louis, MO2026-10-27
Kestra Advisory Services, LLC
7,036$461.7K0.0%CoreLowAustin, TX2026-11-02
Vise Technologies, Inc.
6,978$458.0K0.0%IndexLowNew York, NY2026-10-29
Belleair Asset Management, LLC
6,953$456.3K0.4%ETFVery LowBelleair Bluffs, FL2026-11-03
Rossby Financial, LCC
6,760$443.7K0.1%ETFMediumMelbourne, FL2026-11-05
ProShare Advisors LLC
6,669$437.7K0.0%GrowthLowBethesda, MD2026-10-29
Equitable Trust Co
6,010$394.4K0.0%CoreLowNashville, TN2026-10-13
UniSuper Management Pty Ltd
5,700$374.1K0.0%GrowthLowMelbourne, Victoria, China2026-10-26
Oath Planning, LLC
5,471$359.1K0.2%ETFVery LowTulsa, OK2026-10-20
Central Valley Advisors, LLC
5,181$340.0K0.1%CoreLowSacramento, CA2026-10-27
Aviance Capital Partners, LLC
5,084$333.7K0.0%CoreLowNaples, FL2026-10-29
Xponance LLC
4,720$309.8K0.0%IndexVery LowPhiladelphia, PA2026-11-03
Bokf, NA
4,602$302.0K0.0%CoreLowTulsa, OK2026-10-27
Wealth Enhancement Advisory Services, LLC
4,590$296.4K0.0%CoreLowPlymouth, MN2026-10-13
Albert D Mason Inc
4,532$297.4K0.2%CoreLowBoston, MA2026-10-27
Trust Co
3,969$260.5K0.0%ETFVery LowManhattan, KS2026-10-09
Cambridge Investment Research Advisors, Inc.
3,673$2410.0%ETFLowFairfield, IA2026-11-02
Swiss Life Asset Management Ltd
3,622$237.7K0.0%CoreLowZurich, Switzerland2026-11-03
Concurrent Investment Advisors, LLC
3,480$228.4K0.0%GrowthMediumTampa, FL2026-10-16
Choreo, LLC
3,401$223.3K0.0%IndexLowRockford, IL2026-10-28
Shayne & Jacobs, LLC
3,100$203.5K0.1%ValueVery LowNashville, TN2026-10-21
Nisa Investment Advisors, LLC
2,923$194.6K0.0%IndexVery LowSt. Louis, MO2026-10-20
SJS Investment Consulting Inc.
2,668$175.1K0.0%ETFVery LowSylvania, OH2026-10-26
Caitong International Asset Management Co., Ltd
2,594$170.2K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
US Bancorp \de\
2,067$135.7K0.0%IndexLowMinneapolis, MN2026-11-05
Signaturefd, LLC
1,959$128.6K0.0%IndexLowAtlanta, GA2026-10-23
KBC Group NV
1,561$1020.0%CoreMediumBrussels, Czech Republic2026-10-22
Jacobi Capital Management LLC
1,392$91.3K0.0%CoreLowPittston, PA2026-11-05
Assetmark, Inc
1,354$88.9K0.0%ETFLowConcord, CA2026-10-21
North Star Investment Management Corp.
1,150$75.5K0.0%CoreLowChicago, IL2026-10-27
Farther Finance Advisors, LLC
1,072$70.4K0.0%IndexLowSan Francisco, CA2026-10-08
Sterling Capital Management LLC
951$62.4K0.0%GARPMediumCharlotte, NC2026-10-22
Triumph Capital Management
875$57.5K0.0%ETFMediumDenver, CO2026-10-14
Caldwell Trust Co
633$41.5K0.0%GrowthLowVenice, FL2026-10-30
GF Fund Management Co. Ltd.
613$40.2K0.0%Agg GrowthMediumGuangzhou, France2026-10-26
Gamma Investing LLC
603$39.6K0.0%IndexVery LowFoster City, CA2026-10-08
Compass Wealth Management LLC
475$31.2K0.0%GARPLowGuilford, CT2026-10-22
Versant Capital Management, Inc
415$27.2K0.0%GARPLowPhoenix, AZ2026-10-02
Fifth Third Bancorp
258$16.9K0.0%IndexVery LowCincinnati, OH2026-11-05
Pinnacle Wealth Planning Services, Inc.
234$15.4K0.0%GARPLowMansfield, OH2026-10-27
Covestor Ltd
190$120.0%ValueHighLondon, United Kingdom2026-10-30
Central Trust Co
176$11.6K0.0%CoreLowJefferson City, MO2026-11-05
EverSource Wealth Advisors, LLC
148$9.7K0.0%CoreMediumBirmingham, AL2026-11-04
Parkside Financial Bank & Trust
145$9.5K0.0%CoreVery LowSaint Louis, MO2026-10-27
Silver Grove Financial Group, Inc.
134$8.8K0.0%CoreMediumOrchard Park, NY2026-11-05
Bare Financial Services, Inc
123$8.1K0.0%ETFVery LowGap, PA2026-11-04
Parallel Advisors, LLC
113$7.4K0.0%IndexLowSan Francisco, CA2026-11-03
Key Capital Management, Inc
111$7.3K0.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Latitude Advisors, LLC
101$6.7K0.0%ETFLowYorkville, IL2026-10-27
Meriwether Wealth & Planning, LLC
100$6.6K0.0%ETFMediumMinden, LA2026-10-13
Signature Equity Partners, LLC
90$5.9K0.0%GrowthMediumColumbus, OH2026-10-29
Lanark Financial, Inc.
77$5.1K0.0%CoreMediumBirmingham, AL2026-10-26
Mirae Asset Global Investments Co., Ltd.
74$4.9K0.0%GrowthLowSeoul, Malaysia2026-11-03
NorthAvenue LLC
70$4.6K0.0%ETFVery LowColumbus, OH2026-10-29
Horizon Financial Services, LLC
66$4.3K0.0%ETFLowWinston Salem, NC2026-11-04
Mosley Wealth Management
60$3.9K0.0%ETFHighAnaheim, CA2026-10-16
Larson Financial Group LLC
52$3.4K0.0%GrowthLowSt Louis, MO2026-11-05
Physician Wealth Advisors, Inc.
44$2.9K0.0%ETFMediumMidvale, UT2026-10-20
MassMutual Private Wealth & Trust, FSB
42$2.8K0.0%CoreLowSpringfield, MA2026-10-05
Farmers & Merchants Investments Inc
41$2.7K0.0%CoreVery LowLincoln, NE2026-10-22
Ascentis Wealth Management, LLC
41$2.7K0.0%Agg GrowthLowDallas, TX2026-11-03
Spire Wealth Management
29$1.9K0.0%GrowthMediumMclean, VA2026-10-30
Evolution Wealth Management Inc.
28$1.8K0.0%ETFMediumFort Myers, FL2026-10-28
Mather Group, Llc.
26$1.7K0.0%ETFMediumChicago, IL2026-10-14
Ares Financial Consulting, LLC
25$1.6K0.0%CoreLowCalabasas, CA2026-10-19
Bell Investment Advisors, Inc
24$1.6K0.0%ETFVery LowOrinda, CA2026-10-29
Hilton Head Capital Partners, LLC
22$1.5K0.0%CoreMediumHilton Head Island, SC2026-10-23
Root Financial Partners, LLC
13$8530.0%ETFMediumEncinitas, CA2026-10-21
Private Wealth Management Group, LLC
13$8540.0%ETFLowPrinceton, NJ2026-10-19
Birch Financial Group, LLC
9$5680.0%CoreLowKeene, NH2026-10-27
Cedar Mountain Advisors, LLC
8$5250.0%ETFVery LowLake Oswego, OR2026-10-15
JFS Wealth Advisors, LLC
8$5330.0%ETFVery LowHermitage, PA2026-11-03
Manchester Capital Management LLC
7$4600.0%CoreLowManchester, VT2026-10-22
Blue Trust, Inc.
7$4590.0%ETFLowBrentwood, TN2026-10-15
CoreCap Advisors, LLC
7$4590.0%ETFMediumSouthfield, MI2026-10-08
UMB Private Wealth Management, LLC
6$3940.0%GrowthN/AKansas City, MO2026-10-19
Capital Advisors, Ltd. LLC
6$00.0%ETFLowShaker Heights, OH2026-10-27
IFP Advisors, Inc
5$3280.0%GrowthLowTampa, FL2026-10-16
Arlington Trust Co LLC
3$1970.0%ETFMediumBirmingham, AL2026-10-20
Hughes Financial Services, LLC
2$1340.0%ETFLowHerndon, VA2026-10-30
GHP Investment Advisors, Inc.
2$1320.0%CoreVery LowDenver, CO2026-10-15