Exploring National Health Investors, Inc. (NHI) Investor Profile: Who’s Buying and Why?

Ever wondered who's investing in National Health Investors, Inc. (NHI), and more importantly, why? As of April 2025, NHI, a real estate investment trust (REIT) specializing in healthcare properties, has a market capitalization of $3,375.43 million. Institutional ownership plays a significant role, with major players like The Vanguard Group, Inc. holding 6,423,210 shares as of December 31, 2024, and BlackRock, Inc. with 4,573,090 shares. But what's driving these investment decisions, especially with NHI's revenue reaching $335.2 million in 2024? Dive in to uncover the motivations behind these key investments and understand NHI's strategic positioning in the healthcare REIT sector.

National Health Investors, Inc. (NHI) Who Invests in [Company Name] and Why?

Understanding the investor profile of National Health Investors, Inc. (NHI) involves examining the diverse range of entities and individuals that hold its stock, and their motivations for doing so. These investors are typically drawn to NHI due to its position within the healthcare REIT sector, dividend payouts, and growth prospects.

Key investor types in National Health Investors, Inc. (NHI) include:

• Retail Investors: Individual investors who buy shares for their personal accounts.
• Institutional Investors: Entities such as pension funds, mutual funds, insurance companies, and endowments that invest on behalf of others.
• Hedge Funds: Investment partnerships that use various strategies, including long and short positions, to generate returns.

Each investor type has different motivations and strategies.

Investment motivations for investing in National Health Investors, Inc. (NHI) include:

• Growth Prospects: Investors may be attracted to NHI due to expectations of growth in the healthcare sector, particularly in senior housing and skilled nursing facilities.
• Dividends: REITs like NHI are often favored by income-seeking investors due to their obligation to distribute a significant portion of their taxable income as dividends.
• Market Position: NHI's established presence and portfolio of healthcare properties may appeal to investors seeking stability in the healthcare real estate market.

Investment strategies typically seen among investors include:

• Long-Term Holding: Many institutional investors and some retail investors adopt a long-term holding strategy, focusing on the steady income stream from dividends and potential long-term capital appreciation.
• Short-Term Trading: Hedge funds and some active traders may take short-term positions to capitalize on price fluctuations.
• Value Investing: Investors who believe NHI is undervalued may accumulate shares, anticipating that the market will eventually recognize its intrinsic value.

To illustrate the holdings, here's a hypothetical snapshot of NHI's major shareholders:

Understanding who invests in National Health Investors, Inc. (NHI) and why provides valuable insights into the market's perception of the company and its potential. Investors are drawn to NHI for various reasons, ranging from its dividend payouts to its growth prospects in the healthcare REIT sector. The mix of retail, institutional, and hedge fund investors contributes to the stock's trading dynamics and overall valuation.

More information about National Health Investors, Inc. (NHI) can be found here: Mission Statement, Vision, & Core Values of National Health Investors, Inc. (NHI).

National Health Investors, Inc. (NHI) Institutional Ownership and Major Shareholders of [Company Name]

Institutional ownership in National Health Investors, Inc. (NHI) plays a significant role in the company's stock performance and strategic direction. As of April 2025, 525 institutional owners and shareholders have filed 13D/G or 13F forms with the Securities Exchange Commission (SEC), holding a total of 37,983,233 shares.

Here's a detailed look at institutional ownership in NHI:

• Institutional Ownership Percentage: Approximately 66.60% of National Health Investors, Inc. is held by institutional investors.
• Total Institutional Shares (Long): 37,960,312 shares, representing 83.09% (excluding 13D/G) of the company's shares. This indicates a 7.15% increase quarter-over-quarter, with an additional 2.53MM shares.

Top Institutional Investors

The largest institutional investors in National Health Investors, Inc. (NHI) include:

• Vanguard Group Inc: Holding 6,423,210 shares as of December 31, 2024, representing a 1.614% increase with 102,012 additional shares.
• BlackRock, Inc: With 4,573,090 shares held as of December 31, 2024.
• State Street Corp: Holding 1,891,846 shares as of December 31, 2024, with an increase of 31,129 shares.
• Principal Financial Group Inc: Holding 1,648,499 shares as of December 31, 2024, showing an increase of 82,825 shares.
• Macquarie Group Ltd: Holding 1,114,222 shares as of December 31, 2024, but decreased their holdings by 113,662 shares.
• Geode Capital Management, Llc: Holding 1,113,771 shares as of December 31, 2024, with an increase of 19,201 shares.

Changes in Ownership

Institutional investors frequently adjust their positions in response to company performance, market conditions, and strategic shifts.

• Point72 Asset Management, L.P.: Reported a 32.20% increase in ownership, acquiring 10,827 shares valued at $750,311 USD as of December 31, 2024.
• Increases: Vanguard Group Inc, BlackRock, Inc, State Street Corp, and Principal Financial Group Inc all increased their positions.
• Decreases: Bank of America Corp /De/ decreased its holdings by 160,830 shares, and Macquarie Group Ltd reduced its stake by 113,662 shares as of December 31, 2024.

Impact of Institutional Investors

The actions of institutional investors can significantly influence National Health Investors, Inc.'s (NHI) stock price and overall strategy.

• Stock Price: As of April 4, 2025, the share price of National Health Investors, Inc. was $71.44, a -4.36% decrease from the previous week. However, on April 16, 2025, the share price was $75.31, compared to $59.55 on April 17, 2024, marking a 26.47% increase over the year.
• Market Capitalization: The market cap of National Health Investors, Inc. as of April 4, 2025, was $3,375.43 MM.
• Influence: Large institutional investors can influence the company's management and affect the stock price through their trading activities.

Additional Factors Influencing Ownership

Several factors can lead to discrepancies in institutional ownership data:

• Double-Counting: Occurs when multiple institutions share investment discretion or due to company name changes.
• Short Interest: High short interest can inflate institutional ownership percentages as shares sold short appear in multiple portfolios.
• Reporting Gaps: Discrepancies between the 'as of' dates for holdings and outstanding shares can skew ownership percentages.

For more insights into NHI's financial standing, explore Breaking Down National Health Investors, Inc. (NHI) Financial Health: Key Insights for Investors.

National Health Investors, Inc. (NHI) Key Investors and Their Impact on National Health Investors, Inc. (NHI)

Understanding the investor profile of National Health Investors, Inc. (NHI) provides valuable insights into the company's stability, strategic direction, and potential stock performance. Key investors can exert considerable influence through their holdings and actions, shaping market perception and corporate decisions. Examining these investors and their recent activities offers a glimpse into the overall sentiment surrounding National Health Investors, Inc. (NHI).

While specific details on all major investors and their real-time impact can fluctuate, focusing on institutional ownership and recent trading activity provides a general overview. Institutional investors, such as mutual funds, pension funds, and hedge funds, typically hold a significant portion of National Health Investors, Inc. (NHI)'s shares. Their investment decisions often reflect in-depth research and analysis, making their moves noteworthy.

Here are some points to consider regarding National Health Investors, Inc. (NHI)'s investors:

• Notable Investors: Identifying specific funds or individuals with substantial holdings can highlight confidence in National Health Investors, Inc. (NHI)'s business model and growth prospects. Look for well-known investment firms or those specializing in real estate investment trusts (REITs) or healthcare.
• Investor Influence: Large institutional investors can influence company decisions through voting rights and engagement with management. Their views on strategy, capital allocation, and corporate governance can impact National Health Investors, Inc. (NHI)'s direction.
• Recent Moves: Monitoring significant purchases or sales of National Health Investors, Inc. (NHI) stock by major investors can signal shifts in sentiment. For instance, a large purchase might indicate optimism about the company's future, while a significant sale could suggest concerns.

To gain a comprehensive understanding of National Health Investors, Inc. (NHI)'s investor profile, consider researching the following:

• Institutional Ownership: Review the percentage of National Health Investors, Inc. (NHI)'s shares held by institutions. Data sources like SEC filings (Form 13F) and financial news providers offer insights into these holdings.
• Top Holders: Identify the largest institutional holders of National Health Investors, Inc. (NHI) stock. Understanding their investment strategies and track records can provide context for their investment decisions.
• Trading Activity: Track recent buying and selling activity by major investors. News articles, press releases, and financial data platforms often report on significant transactions.

Analyzing investor behavior can be a valuable tool for assessing market sentiment and potential risks and opportunities associated with National Health Investors, Inc. (NHI). Remember that investment decisions should be based on a thorough analysis of the company's fundamentals, industry trends, and overall economic conditions.

For more insights into National Health Investors, Inc. (NHI), you might find this resource helpful: National Health Investors, Inc. (NHI): History, Ownership, Mission, How It Works & Makes Money.

National Health Investors, Inc. (NHI) Market Impact and Investor Sentiment

Understanding investor sentiment and market reactions is crucial for gauging the potential future performance of National Health Investors, Inc. (NHI). Shifts in major shareholdings, analyst perspectives, and overall market behavior can provide valuable insights for current and prospective investors.

Recent market reactions to National Health Investors, Inc. (NHI) have been influenced by various factors, including company performance, broader economic trends, and specific announcements. Monitoring these reactions helps in understanding the immediate impact of events on the stock price and investor confidence.

Analyst perspectives play a significant role in shaping investor sentiment towards National Health Investors, Inc. (NHI). These analysts often provide ratings (e.g., buy, hold, sell), price targets, and detailed analyses of the company's financial health and future prospects. Here's what to consider:

• Buy Recommendations: Analysts who rate National Health Investors, Inc. (NHI) as a 'buy' typically believe the stock is undervalued and has strong potential for appreciation.
• Hold Recommendations: A 'hold' rating suggests that analysts see the stock as fairly valued, with neither significant upside nor downside expected.
• Sell Recommendations: 'Sell' ratings indicate that analysts believe the stock is overvalued or faces significant risks.

Changes in ownership, particularly moves by large institutional investors, can significantly impact National Health Investors, Inc. (NHI)'s stock. Here's a general overview:

• Increased Institutional Ownership: Often viewed positively, as it suggests confidence from sophisticated investors.
• Decreased Institutional Ownership: Can raise concerns about the company's prospects.

To illustrate potential ownership changes and their impacts, consider the hypothetical scenarios in the table below:

Keeping an eye on these dynamics can offer a more informed view of National Health Investors, Inc. (NHI)'s market position. For further insights into the company's financial well-being, check out this analysis: Breaking Down National Health Investors, Inc. (NHI) Financial Health: Key Insights for Investors