undamentalytics Newsletter

National Health Investors Inc: which funds bought and sold

Institutions that bought and sold National Health Investors shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 155 institutions that filed 13F reports for both quarters added to or opened positions in National Health Investors, and 141 cut or closed them. Together they added a net 2.9M shares, +8.4% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 1.5M shares (−41.0%); index fund managers were net buyers of 5.4M shares (+33.8%). 38 opened a new position and 53 sold out entirely.

Bought, Q2 2026 155 institutions, 38 of them new holders Sold, Q2 2026 141 institutions, 53 of them sold out
Net change, all compared +2.9M shares (+8.4%)
Net change, active managers −1.5M shares (−41.0%), 24 bought, 23 sold

Buyers versus sellers

institutions compared, 351
Active managers and hedge funds 24 bought · 23 sold · −1.5M
Index fund managers 11 bought · 0 sold · +5.4M
Other institutions 120 bought · 118 sold · −1.0M

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Blackrock, Inc. Index funds +3.9M +81.7% 8.7M $666M
Bank Of New York Mellon Corp +1.1M +212.1% 1.6M $123M
State Street Corp Index funds +762K +38.6% 2.7M $211M
Vanguard Portfolio Management LLC Index funds +488K +11.8% 4.6M $353M
Principal Financial Group Inc +276K +16.2% 2.0M $151M
UBS Group AG +269K +210.4% 396K $30.2M
Segall Bryant & Hamill, LLC Active manager +209K New position 209K $16M
Public Sector Pension Investment Board +166K New position 166K $12.6M
Balyasny Asset Management L.P. Hedge fund +130K New position 130K $9.9M
Algert Global LLC Hedge fund +103K +70.9% 249K $19M
Ameriprise Financial Inc +102K +307.4% 136K $10.3M
Geode Capital Management, LLC Index funds +92K +7.0% 1.4M $107M
Tudor Investment Corp Et Al Hedge fund +74K +283.6% 101K $7.7M
Eversept Partners, LP Hedge fund +71K New position 71K $5.4M
Morgan Stanley +64K +16.9% 444K $33.9M
Arrowstreet Capital, Limited Partnership Hedge fund +57K New position 57K $4.3M
Charles Schwab Investment Management Inc Index funds +54K +6.6% 880K $67.1M
Rhumbline Advisers Index funds +53K +79.3% 121K $9.2M
Legal & General Group PLC +53K +23.0% 285K $21.7M
Susquehanna Portfolio Strategies, LLC +47K +259.9% 65K $4.9M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Prudential Financial Inc −880K −77.4% 257K $19.6M
Millennium Management LLC Hedge fund −683K −89.6% 79K $6M
Land & Buildings Investment Management, LLC Hedge fund −587K Sold out 0 —
Jpmorgan Chase & Co −571K −57.9% 415K $32.4M
M Holdings Securities, Inc. −509K −95.9% 22K $1.6M
Centersquare Investment Management LLC −417K −89.9% 47K $3.6M
Qube Research & Technologies Ltd Hedge fund −386K −90.0% 43K $3.3M
Susquehanna International Group, LLP −233K −91.6% 21K $1.6M
Freestone Grove Partners LP Hedge fund −227K −88.1% 31K $2.3M
Jane Street Group, LLC −199K Sold out 0 —
Daiwa Securities Group Inc. −137K −87.4% 20K $1.5M
Adage Capital Partners Gp, L.L.C. Hedge fund −110K −68.8% 50K $3.8M
Two Sigma Investments, LP Hedge fund −85K −20.1% 335K $25.6M
Strs Ohio −77K Sold out 0 —
Militia Capital Management LLC −61K −66.7% 30K $2.3M
Virginia Retirement Systems Et Al −57K −95.0% 3,000 $228,780
Marshall Wace, LLP Hedge fund −50K −37.2% 84K $6.4M
Deutsche Bank Ag\ −49K −28.9% 121K $9.3M
Exoduspoint Capital Management, LP Hedge fund −49K Sold out 0 —
HRT Financial LP −47K Sold out 0 —

New positions

largest by value
InstitutionSharesValue June 30, 2026
Segall Bryant & Hamill, LLCActive manager 209K $16M
Public Sector Pension Investment Board 166K $12.6M
Balyasny Asset Management L.P.Hedge fund 130K $9.9M
Eversept Partners, LPHedge fund 71K $5.4M
Arrowstreet Capital, Limited PartnershipHedge fund 57K $4.3M
Louisiana State Employees Retirement System 21K $1.6M
Elo Mutual Pension Insurance Co 18K $1.4M
Amalgamated Bank 13K $993,000
Yousif Capital Management, LLC 13K $986,804
Capital Fund Management S.A.Hedge fund 12K $952,106

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Land & Buildings Investment Management, LLCHedge fund 587K $47.5M
Jane Street Group, LLC 199K $16.1M
Strs Ohio 77K $6.2M
Exoduspoint Capital Management, LPHedge fund 49K $3.9M
HRT Financial LP 47K $3.8M
Fieldview Capital Management, LLC 34K $2.8M
Squarepoint Ops LLCHedge fund 30K $2.4M
Forty-Three Eighteen Advisors, LLC 25K $2M
Jackson Creek Investment Advisors LLC 23K $1.8M
Jupiter Asset Management LtdActive manager 22K $1.8M

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
302
Ten largest holders
68.0%
of 13F-reported shares
Index fund managers
56.5%
of 13F-reported shares
Active managers and hedge funds
5.7%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 24 23 8 11 −1.5M −41.0%
Index fund managers 11 0 0 0 +5.4M +33.8%
Other institutions 120 118 30 42 −1.0M −7.0%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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