NHI National Health Investors, Inc.
National Health Investors, Inc. (NHI) Institutional Ownership
What the institutions did with NHI last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| PRINCIPAL FINANCIAL GROUP INC | 2.0M | 48.6% |
| DIMENSIONAL FUND ADVISORS LP | 688.1K | 16.7% |
| Sumitomo Mitsui Trust Group, Inc. | 239.5K | 5.8% |
| Sound Income Strategies, LLC | 159.2K | 3.9% |
| WOODMONT INVESTMENT COUNSEL LLC | 136.7K | 3.3% |
| Asset Management One Co., Ltd. | 91.2K | 2.2% |
| CITIGROUP INC | 58.8K | 1.4% |
| Nepsis Inc. | 49.3K | 1.2% |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 46.8K | 1.1% |
| Mitsubishi UFJ Asset Management Co., Ltd. | 45.3K | 1.1% |
| TRUIST FINANCIAL CORP | 38.4K | 0.9% |
| State of Alaska, Department of Revenue | 37.8K | 0.9% |
| EXCHANGE TRADED CONCEPTS, LLC | 36.1K | 0.9% |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 34.7K | 0.8% |
| Creative Planning | 25.3K | 0.6% |
| Louisiana State Employees Retirement System | 20.9K | 0.5% |
| Daiwa Securities Group Inc. | 20.3K | 0.5% |
| Pensionfund PDN | 19.0K | 0.5% |
| State of New Jersey Common Pension Fund D | 18.2K | 0.4% |
| Y-Intercept (Hong Kong) Ltd | 18.2K | 0.4% |
| TBH Global Asset Management, LLC | 14.6K | 0.4% |
| ARIZONA STATE RETIREMENT SYSTEM | 13.3K | 0.3% |
| STRS OHIO | 13.3K | 0.3% |
| MOODY NATIONAL BANK TRUST DIVISION | 13.0K | 0.3% |
| AMALGAMATED BANK | 12.7K | 0.3% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| Sumitomo Mitsui Trust Group, Inc. | Increased | 50.4K | 239.5K | +189.1K |
| Sound Income Strategies, LLC | Reduced | 270.3K | 159.2K | -111.0K |
| DekaBank Deutsche Girozentrale | Reduced | 53.2K | 12.3K | -40.9K |
| EXCHANGE TRADED CONCEPTS, LLC | Increased | 203 | 36.1K | +35.9K |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | Increased | 5.6K | 34.7K | +29.2K |
| M Holdings Securities, Inc. | Sold Out | 21.8K | 0 | -21.8K |
| PRINCIPAL FINANCIAL GROUP INC | Increased | 2.0M | 2.0M | +20.6K |
| Creative Planning | Increased | 11.4K | 25.3K | +13.9K |
| STRS OHIO | New | 0 | 13.3K | +13.3K |
| DIMENSIONAL FUND ADVISORS LP | Increased | 675.7K | 688.1K | +12.4K |
| WOODMONT INVESTMENT COUNSEL LLC | Increased | 125.8K | 136.7K | +10.9K |
| Cambridge Investment Research Advisors, Inc. | Reduced | 14.0K | 3.7K | -10.3K |
| Y-Intercept (Hong Kong) Ltd | Increased | 8.5K | 18.2K | +9.7K |
| Asset Management One Co., Ltd. | Reduced | 100.2K | 91.2K | -9.0K |
| Achmea Investment Management B.V. | New | 0 | 8.7K | +8.7K |
| State of Alaska, Department of Revenue | Reduced | 46.5K | 37.8K | -8.6K |
| Nepsis Inc. | Increased | 40.8K | 49.3K | +8.6K |
| Vise Technologies, Inc. | New | 0 | 7.0K | +7.0K |
| Pensionfund PDN | Increased | 12.2K | 19.0K | +6.8K |
| Oath Planning, LLC | New | 0 | 5.5K | +5.5K |
| Mitsubishi UFJ Asset Management Co., Ltd. | Increased | 41.6K | 45.3K | +3.7K |
| M&G PLC | Sold Out | 3.6K | 0 | -3.6K |
| MOODY NATIONAL BANK TRUST DIVISION | Increased | 9.5K | 13.0K | +3.5K |
| CHOREO, LLC | New | 0 | 3.4K | +3.4K |
| Pensionfund Sabic | Increased | 6.0K | 9.2K | +3.2K |
| Allspring Global Investments Holdings, LLC | Sold Out | 3.1K | 0 | -3.1K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | Sold Out | 3.0K | 0 | -3.0K |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | Increased | 5.7K | 8.7K | +3.0K |
| CapWealth Advisors, LLC | Sold Out | 2.7K | 0 | -2.7K |
| CIBC Asset Management Inc | Sold Out | 2.6K | 0 | -2.6K |
| Caitong International Asset Management Co., Ltd | New | 0 | 2.6K | +2.6K |
| Belleair Asset Management, LLC | Increased | 4.7K | 7.0K | +2.2K |
| State of New Jersey Common Pension Fund D | Reduced | 20.1K | 18.2K | -1.9K |
| IFM Investors Pty Ltd | Increased | 7.8K | 9.6K | +1.8K |
| TRUIST FINANCIAL CORP | Increased | 36.9K | 38.4K | +1.5K |
| Sumitomo Mitsui DS Asset Management Company, Ltd | Increased | 10.9K | 12.3K | +1.4K |
| SIGNATUREFD, LLC | Increased | 529 | 2.0K | +1.4K |
| CITIGROUP INC | Reduced | 59.6K | 58.8K | -776 |
| Inspire Investing, LLC | Increased | 8.8K | 9.6K | +773 |
| ARIZONA STATE RETIREMENT SYSTEM | Increased | 12.7K | 13.3K | +606 |
| Daiwa Securities Group Inc. | Increased | 19.7K | 20.3K | +572 |
| INDEPENDENT FINANCIAL GROUP, LLC | Increased | 9.2K | 9.8K | +552 |
| SJS Investment Consulting Inc. | Increased | 2.1K | 2.7K | +524 |
| Compass Wealth Management LLC | New | 0 | 475 | +475 |
| YOUSIF CAPITAL MANAGEMENT, LLC | Reduced | 12.9K | 12.5K | -453 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Increased | 4.2K | 4.6K | +439 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | Sold Out | 362 | 0 | -362 |
| Kestra Advisory Services, LLC | Increased | 6.7K | 7.0K | +341 |
| NISA INVESTMENT ADVISORS, LLC | Increased | 2.6K | 2.9K | +331 |
| Key Capital Management, INC | Reduced | 441 | 111 | -330 |
| AMALGAMATED BANK | Reduced | 13.0K | 12.7K | -304 |
| ProShare Advisors LLC | Reduced | 6.9K | 6.7K | -263 |
| Covestor Ltd | Reduced | 444 | 190 | -254 |
| Versant Capital Management, Inc | Increased | 199 | 415 | +216 |
| GAMMA Investing LLC | Increased | 437 | 603 | +166 |
| ASSETMARK, INC | Increased | 1.2K | 1.4K | +153 |
| XPONANCE LLC | Reduced | 4.9K | 4.7K | -149 |
| Pinnacle Wealth Planning Services, Inc. | Increased | 91 | 234 | +143 |
| Swiss Life Asset Management Ltd | Increased | 3.5K | 3.6K | +138 |
| BOKF, NA | Increased | 4.5K | 4.6K | +125 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.