Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

National Health Invs Inc (NHI)

312 + Investors. Track Smart Money conviction in NHI. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +23
Streak
3Q ▲
Buyers last Q
58%

Smart Money Signals — NHI

Based on 313 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added NHI than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
313 hedge funds hold NHI right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +13% more funds vs a year ago

fund count last 6Q
+35 new funds entered over the past year (+13% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 58% buying

171 buying125 selling
Last quarter: 171 funds bought or added vs 125 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+8 vs last Q)

new funds entering per quarter
Funds opening a new NHI position: 31 → 38 → 48 → 56. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

60% of holders stayed for 2+ years

■ 60% conviction (2yr+) ■ 20% medium ■ 20% new
188 out of 313 hedge funds have held NHI for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
🚀

Acceleration phase — new buyers rushing in

45 → 31 → 38 → 48 → 56 new funds/Q
New funds entering each quarter: 31 → 38 → 48 → 56. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 67% veterans vs 23% newcomers

■ 67% veterans ■ 10% 1-2yr ■ 23% new
Entry-cohort mix of 317 holders: 213 (67%) are 2+ year veterans, 32 entered 1–2 years ago, and 72 (23%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 54% AUM from top-100 funds

54% from top-100 AUM funds
57 of 313 holders are among the 100 largest funds by AUM, controlling 54% of total institutional value in NHI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — NHI

In 2026 Q1, 171 hedge funds were net buyers of NHI (56 opened a new position, 115 added to an existing one), while 125 reduced or exited (92 trimmed, 33 sold completely) — a 58% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 54% of total institutional value in NHI is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +23 funds (more new holders than closures). Total institutional holders: 313.

Hedge Fund Ownership: NHI

How many hedge funds hold NHI — quarterly history vs. share price
Quarterly hedge fund ownership of NHI vs. share price

Market Analysis: NHI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: NHI

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy National Health Invs Inc (NHI) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much NHI has moved relative to its sector benchmark (XLRE) since the 2026 Q2 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End June 30, 2026 · 45d ago
NHI
-5.4%
XLRE
+2.5%

NHI outperformed XLRE by -7.9% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 0d ago
NHI
+0.0%
XLRE
+0.0%

Since the filing became public, NHI outperformed XLRE by +0.0% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

28 top-rated funds 2 high-conviction
Consensus
6.3
/ 10
breadth
×
Elite
2.1
/ 10
conviction
Hedge Fund Positioning: NHI
2026 Q2 Stats Unlock in 5 days 312 + Investors

Track Smart Money conviction in NHI. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 312 289 7.96%
13F Shares 34M 34M -1.66%
Total Value $2.61B $2.61B 0.07%
New Positions 55 48 +7
Increased Positions 115 122 -7
Closed Positions 32 35 -3
Reduced Positions 90 75 +15
Total Calls 3 1 200.0%
Total Puts 1 1 -
PUT/CALL Ratio 0.33 1.0 Bullish

Statistics: NHI

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Financial Highlights

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Institutional Holders (2026 Q2)

312 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in NHI. Verified SEC 13F-HR filings.

QUARTER:
2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 NHI holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Jefferson Bridge Capital, LLC 3.79% 57,399 $4.4M
2 Nepsis Inc. 1.05% 40,769 $3.1M
3 Sound Income Strategies, LLC 0.92% 270,252 $20.6M
4 Morgan Stanley Institutional Investment Advisors LLC 0.56% 77,934 $5.9M
5 Woodmont Investment Counsel LLC 0.52% 125,845 $9.6M
6 Belleair Asset Management, LLC 0.30% 4,706 $359K
7 Militia Capital Management LLC 0.25% 30,400 $2.5M
8 Algert Global LLC 0.23% 248,865 $19.0M
9 Lee Danner & Bass Inc 0.21% 47,220 $3.6M
10 TBH Global Asset Management, LLC 0.20% 14,576 $1.1M
11 Albert D Mason Inc 0.19% 4,489 $342K
12 Family Legacy, Inc. 0.19% 9,340 $712K
13 Segall Bryant & Hamill, LLC 0.19% 209,294 $16.0M
14 Benchmark Investment Advisors LLC 0.17% 5,000 $381K
15 Roman Butler Fullerton & Co 0.13% 7,143 $542K
16 Edgestream Partners, L.P. 0.10% 45,814 $3.5M
17 Wealthspire Retirement, LLC 0.10% 24,350 $1.9M
18 Central Valley Advisors, LLC 0.10% 5,181 $395K
19 Chelsea Counsel Co 0.10% 3,000 $232K
20 Schnieders Capital Management, LLC. 0.09% 8,903 $679K
21 Principal Financial Group Inc 0.07% 1,977,094 $150.8M
22 Shayne & Jacobs, LLC 0.07% 3,100 $236K
23 Moody National Bank Trust Division 0.06% 9,482 $723K
24 Catalyst Funds Management Pty Ltd 0.04% 10,098 $770K
25 Martingale Asset Management L P 0.04% 23,826 $1.8M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — National Health Invs Inc (NHI)

What does the Smart Money Trend signal show for NHI?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added NHI than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for NHI?

Slight buying edge — 58% buying: Last quarter: 171 funds bought or added vs 125 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for NHI holders?

Elite ownership — 54% AUM from top-100 funds: 57 of 313 holders are among the 100 largest funds by AUM, controlling 54% of total institutional value in NHI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held NHI?

60% of holders stayed for 2+ years: 188 out of 313 hedge funds have held NHI for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy National Health Invs Inc (NHI) following the 2026 Q2 hedge fund 13F filings?

As of today, NHI has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the XLRE sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), NHI has gained -5.4% vs +2.5% for XLRE. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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