Across its top 20 institutional holders, NHI's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 6/100, avg. turnover score 26/100).

Quarterly Activity

Recent Activity

+$1.2B

Total Buy Value

$1.2B

Total Sell Value

New buy47

Trim93

Add117

Sold out28

164

Net Buyers

121

Net Sellers

Smart Money Convergence

NHI does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.

13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

Active 5%+ Holders

Data as of 2026-07-08

Reporting Person	Type	Filing Date	Shares	% of Class
BlackRock, Inc.	13G/A	2026-07-08	8.52M	17.6%

View all Schedule 13D/13G filings

Material Events (8-K)

Filings (14d)

Data as of 2026-07-01

2026-07-01

National Health Investors (NHI) entered into a Change in Control Severance Agreement with executive Todd Siefert on July 1, 2026. The agreement provides severance benefits including 2 times average base salary and bonus, prorated bonus, 18 months of COBRA coverage, and accelerated vesting of time-based equity awards if his employment is terminated in connection with a change in control. It also imposes non-compete and non-solicitation restrictions for up to 12 months after receiving severance.

View Full Filing (SEC EDGAR)

2026-07-01

National Health Investors Inc (NHI) filed an 8-K on July 1, 2026, reporting the termination of a material definitive agreement and an asset change. The excerpt, however, provides zero detail—it simply states that the termination information is incorporated from Item 2.01, but no specifics about either event are given.

View Full Filing (SEC EDGAR)

View all Form 8-K filings

CUSIP

63633D104

FAQ

Who are the top institutional investors holding NATL HEALTH INVESTORS INC (NHI)?

Major stakeholders currently include BlackRock, Inc. ($388.7M), Vanguard Portfolio Management LLC ($334.9M), Vanguard Capital Management LLC ($168.6M). Based on the latest 13F filings, there are a total of 316 tracked investment funds and institutions maintaining positions in NHI.

What is the overall institutional sentiment toward NHI recently?

Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $170.0M, driven by 164 managers accumulating shares while 121 reduced their exposure.

Which institutions have been selling or reducing their NHI positions?

In the latest period, 93 funds trimmed their holdings, and 28 managers completely exited their positions. The aggregate reported sell value was $1.2B.

Are there any notable investors adding NHI to their portfolios?

Yes, buying activity remains notable. 47 institutions opened new positions in {ticker}, and 117 existing holders added to their shares. The total reported buy value for the quarter amounted to $1.2B.