National Health Investors is a reit - healthcare facilities company in the real estate sector on NYSE, led by D. Eric Mendelsohn, with a market cap of $3.7B. As of Q3 2025, 71% of shares are held by 276 institutional investors, with VANGUARD GROUP INC as the largest holder at 13.69%.
Overview of institutional ownership in NHI as of Q3 2025 with a market cap of $3.8B
Based on market cap of $3.8B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.
Institutions with the largest positions in NHI as of Q3 2025
| Institution | Position Value |
|---|---|
VANGUARD GROUP INC Institution | $516.6M 0.01% of portfolio |
B BlackRock, Inc. Institution | $372.9M 0.01% of portfolio |
STATE STREET CORP Institution | $162.0M 0.01% of portfolio |
PRINCIPAL FINANCIAL GROUP INC Institution | $130.1M 0.07% of portfolio |
JPMORGAN CHASE & CO Institution | $128.2M 0.01% of portfolio |
GEODE CAPITAL MANAGEMENT LLC ETF Provider | $98.9M 0.01% of portfolio |
CENTERSQUARE INVESTMENT MANAGEMENT LLC Real Assets | $78.4M 0.79% of portfolio |
M MACQUARIE GROUP LTD Institution | $77.8M 0.09% of portfolio |
SCHWAB CHARLES INVESTMENT MANAGEMENT INC Long Only Manager | $62.8M 0.01% of portfolio |
BANK OF AMERICA CORP /DE/ Institution | $60.9M 0.00% of portfolio |
Institutional buying and selling activity for NHI in Q3 2025
| Institution | Net Bought |
|---|---|
PRUDENTIAL FINANCIAL INC Institution | +$32.8M +412.0K shares |
JPMORGAN CHASE & CO Institution | +$32.6M +409.6K shares |
UBS GLOBAL ASSET MANAGEMENT AMERICAS INC Long Only Manager | +$15.6M +195.7K shares |
CENTERSQUARE INVESTMENT MANAGEMENT LLC Real Assets | +$14.0M +176.4K shares |
TWO SIGMA ADVISERS, LLC Hedge Fund•Multi-Strategy | +$13.1M +164.8K shares |
S STRS OHIO Institution | +$9.9M +124.8K shares |
TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy | +$8.6M +108.8K shares |
B BlackRock, Inc. Institution | +$7.3M +92.4K shares |
V VIRGINIA RETIREMENT SYSTEMS ET AL Institution | +$6.9M +87.1K shares |
TUDOR INVESTMENT CORP ET AL Hedge Fund•Multi-Strategy | +$6.1M +76.3K shares |
| Institution | Net Sold |
|---|---|
LASALLE INVESTMENT MANAGEMENT SECURITIES LP Real Assets | −$38.7M −552.5K shares |
S Sumitomo Mitsui Trust Holdings, Inc. Institution | −$33.4M −420.1K shares |
Marshall Wace LLP Institution | −$20.8M −261.6K shares |
BALYASNY ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy | −$16.4M −206.1K shares |
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy | −$14.4M −180.9K shares |
BANK OF AMERICA CORP /DE/ Institution | −$8.3M −104.1K shares |
N Nuveen, LLC Institution | −$6.5M −81.8K shares |
M MACQUARIE GROUP LTD Institution | −$6.1M −76.2K shares |
Levin Easterly Partners LLC Long Only Manager | −$4.6M −58.0K shares |
C Cubist Systematic Strategies, LLC Institution | −$4.5M −56.8K shares |
Institutions that initiated new positions or completely exited NHI in Q3 2025
| Institution | Position Value |
|---|---|
Militia Capital Partners, LP Hedge Fund•Long/Short | $1.0M 13.1K shares |
Jain Global LLC Hedge Fund•Multi-Strategy | $755.8K 9.5K shares |
Signal Advisors Wealth, LLC RIA/Wealth | $264.7K 3.3K shares |
Independent Advisor Alliance RIA/Wealth | $250.1K 3.1K shares |
G GTS SECURITIES LLC Institution | $218.5K 2.7K shares |
MONETA GROUP INVESTMENT ADVISORS LLC RIA/Wealth | $209.5K 2.6K shares |
SJS Investment Consulting Inc. RIA/Wealth | $167.0K 2.1K shares |
Triumph Capital Management RIA/Wealth | $65.9K 828.0 shares |
Point72 Europe LLP Digital Asset Manager | $28.0K 352.0 shares |
T TD Waterhouse Canada Inc. Institution | $8.0K 100.0 shares |
| Institution | Previous Position |
|---|---|
LASALLE INVESTMENT MANAGEMENT SECURITIES LP Real Assets | $38.7M 552.5K shares |
Edgestream Partners, L.P. Hedge Fund•Quant Macro | $2.6M 37.4K shares |
ExodusPoint Capital Management, LP Hedge Fund•Multi-Strategy | $2.6M 37.2K shares |
Y Y-Intercept Ltd Institution | $2.4M 33.6K shares |
NBC SECURITIES, INC. RIA/Wealth | $1.4M 20.0K shares |
Graham Capital Management, L.P. Hedge Fund•Multi-Strategy | $1.3M 19.0K shares |
E Elo Mutual Pension Insurance Co Institution | $733.2K 10.5K shares |
BAILARD, INC. RIA/Wealth | $722.2K 10.3K shares |
$420.7K 6.0K shares | |
M&T BANK CORP Institution | $282.4K 4.0K shares |
Institutions with the largest Call and Put options positions in NHI as of Q3 2025
| Institution | Position Value |
|---|---|
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $707.6K 89.0 contracts |
| Institution | Position Value |
|---|---|
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $461.1K 58.0 contracts |
W WOLVERINE TRADING, LLC Institution | - - contracts |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | - - contracts |
Institutions with NHI as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
M Holdings Securities, Inc. RIA/Wealth | 8.97% $41.1M |
Land & Buildings Investment Management, LLC Hedge Fund•Activist | 6.36% $34.7M |
Clayton Partners LLC Hedge Fund•Long/Short | 2.92% $3.9M |
Nepsis Capital Management, Inc. RIA/Wealth | 1.11% $3.5M |
Sound Income Strategies, LLC RIA/Wealth | 0.97% $17.8M |
CENTERSQUARE INVESTMENT MANAGEMENT LLC Real Assets | 0.79% $78.4M |
Jackson Creek Investment Advisors LLC Long Only Manager | 0.56% $1.9M |
A Ausbil Investment Management Ltd Long Only Manager | 0.55% $1.0M |
Militia Capital Partners, LP Hedge Fund•Long/Short | 0.53% $1.0M |
B BOWEN HANES & CO INC Institution | 0.53% $20.7M |
Discover hedge funds investing in NHI

| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
ETF ETF | $39.0M | 2.54% | |
ETF ETF | $6.5M | 0.42% | |
ETF ETF | $6.5M | 0.42% |
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