National Health Investors Inc (NHI) Ownership

57.31 ↑0.39 (0.69%)

As of January 27, 2023, 1:36pm EST.

Institutions
Mutual Funds

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of National Health Investors Inc (NHI), owning a total of 6.4 million shares. Combined, the top 23 institutional holders of NHI own 52.86% of the company with a total of 22.9 million shares.

In the latest ownership report on September 30th 2022, the top 23 institutional holders decreased their combined ownership of NHI by 1.5 million shares. 4 institutions bought 62,857 total additional shares and increased their ownership by an average of 5.84%. However 16 institutions sold 1,552,382 total shares and decreased their ownership by an average of 12.51%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of National Health Investors decreased by a net total of -1,489,525 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	14.829%	-1.216%	6,434,082	-79,175	2022-09-30
BlackRock Inc	9.582%	-4.030%	4,157,685	-174,578	2022-09-30
State Street Corporation	4.961%	-1.804%	2,152,422	-39,534	2022-09-30
Macquarie Group Ltd	3.052%	-2.832%	1,324,047	-38,596	2022-09-30
Westfield Capital Management Company, LP	2.211%	-3.052%	959,230	-30,194	2022-09-30
Geode Capital Management, LLC	2.047%	-2.093%	888,211	-18,983	2022-09-30
Bank of America Corp	1.845%	-2.872%	800,288	-23,664	2022-09-30
American Century Companies Inc	1.689%	2.995%	732,839	21,310	2022-09-30
Bank of New York Mellon Corp	1.598%	-7.463%	693,154	-55,898	2022-09-30
Charles Schwab Investment Management Inc	1.468%	-0.619%	636,942	-3,970	2022-09-30
Northern Trust Corp	1.452%	0.217%	629,904	1,366	2022-09-30
Dimensional Fund Advisors, Inc.	1.418%	0.579%	615,062	3,543	2022-09-30
GW&K Investment Management, LLC	0.944%	-8.245%	409,421	-36,790	2022-09-30
LSV Asset Management	0.696%	-30.605%	301,951	-133,171	2022-09-30
LaSalle Investment Management Securities LLC	0.688%	-63.712%	298,373	-523,872	2022-09-30
Amvescap Plc.	0.673%	-7.668%	291,970	-24,247	2022-09-30
Legal & General Group PLC	0.622%	-5.753%	270,058	-16,484	2022-09-30
Sumitomo Mitsui Trust Holdings Inc	0.617%	-56.662%	267,878	-350,235	2022-09-30
Morgan Stanley - Brokerage Accounts	0.516%	19.568%	223,873	36,638	2022-09-30
JPMorgan Chase & Co	0.453%	-1.498%	196,677	-2,991	2022-09-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	14.829%	-1.216%	6,434,082	-79,175	2022-09-30
BlackRock Inc	9.582%	-4.030%	4,157,685	-174,578	2022-09-30
State Street Corporation	4.961%	-1.804%	2,152,422	-39,534	2022-09-30
Macquarie Group Ltd	3.052%	-2.832%	1,324,047	-38,596	2022-09-30
Westfield Capital Management Company, LP	2.211%	-3.052%	959,230	-30,194	2022-09-30
Geode Capital Management, LLC	2.047%	-2.093%	888,211	-18,983	2022-09-30
Bank of America Corp	1.845%	-2.872%	800,288	-23,664	2022-09-30
American Century Companies Inc	1.689%	2.995%	732,839	21,310	2022-09-30
Bank of New York Mellon Corp	1.598%	-7.463%	693,154	-55,898	2022-09-30
Charles Schwab Investment Management Inc	1.468%	-0.619%	636,942	-3,970	2022-09-30
Northern Trust Corp	1.452%	0.217%	629,904	1,366	2022-09-30
Dimensional Fund Advisors, Inc.	1.418%	0.579%	615,062	3,543	2022-09-30
GW&K Investment Management, LLC	0.944%	-8.245%	409,421	-36,790	2022-09-30
LSV Asset Management	0.696%	-30.605%	301,951	-133,171	2022-09-30
LaSalle Investment Management Securities LLC	0.688%	-63.712%	298,373	-523,872	2022-09-30
Amvescap Plc.	0.673%	-7.668%	291,970	-24,247	2022-09-30
Legal & General Group PLC	0.622%	-5.753%	270,058	-16,484	2022-09-30
Sumitomo Mitsui Trust Holdings Inc	0.617%	-56.662%	267,878	-350,235	2022-09-30
Millennium Management LLC	0.596%	7,218.820%	258,574	255,041	2022-06-30
Morgan Stanley - Brokerage Accounts	0.516%	19.568%	223,873	36,638	2022-09-30
UBS Asset Mgmt Americas Inc	0.464%	-7.657%	201,086	-16,674	2022-06-30
JPMorgan Chase & Co	0.453%	-1.498%	196,677	-2,991	2022-09-30
Mesirow Financial Investment Management, Inc.	0.446%	-14.038%	193,334	-31,571	2022-06-30

Mutual Fund Ownership

Vanguard Real Estate Index Investor is the biggest individual fund holder of National Health Investors Inc (NHI), owning a total of 2 million shares. Combined, the top 20 mutual fund holders of NHI own 33.46% of the company with a total of 14.5 million shares.

In the latest ownership report on December 31st 2022, the top 20 fund holders decreased their combined ownership of NHI by 23 thousand shares. None of the mutual funds bought any additional shares. However 1 funds sold 22,580 total shares and decreased their ownership by an average of 9.73%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding National Health Investors decreased by a net total of -22,580 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
State St Russell Sm/Mid Cp® Indx NL Cl C	0.483%	-9.726%	209,585	-22,580	2022-12-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Real Estate Index Investor	4.646%	-2.974%	2,015,656	-61,787	2022-11-30
Vanguard Total Stock Mkt Idx Inv	2.939%	0.136%	1,275,190	1,725	2022-11-30
Vanguard Instl Ttl Stck Mkt Idx Tr	2.923%	-1.898%	1,268,386	-24,540	2022-09-30
Vanguard Small Cap Index	2.523%	0.008%	1,094,797	90	2022-11-30
iShares Russell 2000 ETF	2.219%	-0.829%	962,941	-8,050	2022-12-30
Delaware Sm-Cap Val Eq	2.109%	15.401%	914,900	122,100	2022-03-31
Delaware Small Cap Value A	2.109%	0.000%	914,900	0	2022-11-30
Delaware US Small Cap Value Eq SMA	2.109%	0.000%	914,900	0	2022-09-30
Vanguard Small Cap Value Index Inv	1.752%	1.416%	760,349	10,616	2022-11-30
Vanguard Extended Market Index Investor	1.401%	0.323%	607,916	1,954	2022-11-30
American Century Small Cap Value Inv	1.394%	2.542%	605,000	15,000	2022-09-30
American Century U.S. Small Cap Value	1.394%	2.542%	605,000	15,000	2022-09-30
TMA Global Health Care REIT Mother Fund	1.264%	-1.218%	548,472	-6,764	2022-04-18
iShares Russell 2000 Value ETF	1.017%	0.000%	441,186	0	2022-12-30
Fidelity® Small Cap Index	0.792%	2.925%	343,663	9,766	2022-10-31
DFA Real Estate Securities I	0.718%	0.000%	311,436	0	2022-11-30
Vanguard Real Estate II Index	0.647%	-0.375%	280,514	-1,057	2022-11-30
Fidelity® Extended Market Index	0.517%	0.000%	224,208	0	2022-11-30
Delaware VIP Small Cap Value Series Std	0.503%	0.000%	218,300	0	2022-11-30
State St Russell Sm/Mid Cp® Indx NL Cl C	0.483%	-9.726%	209,585	-22,580	2022-12-31