National Health Investors, Inc.
US ˙ NYSE ˙ US63633D1046

SecurityNHI / National Health Investors, Inc.
InstitutionCreative Planning
Latest Disclosed Ownership14,678 shares
Latest Disclosed Value $ 1,186,846
Creative Planning reports 22.31% increase in ownership of NHI / National Health Investors, Inc.

On May 12, 2026 - Creative Planning filed a 13F-HR form disclosing ownership of 14,678 shares of National Health Investors, Inc. (US:NHI) valued at $1,186,863 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 12,001 shares of National Health Investors, Inc.. This represents a change in shares of 22.31% during the quarter. The current value of the position is $1,020,708 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel .

Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-12 2026-03-31 13F NATIONAL HEALTH INVS COM 63633D104 14,678 2,677 22.31 1,187 29.48 0.0008
2026-02-17 2025-12-31 13F NATIONAL HEALTH INVS COM 63633D104 12,001 373 3.21 916 -0.87 0.0007
2025-11-14 2025-09-30 13F NATIONAL HEALTH INVS COM 63633D104 11,628 3,411 41.51 924 60.42 0.0007
2025-08-08 2025-06-30 13F NATIONAL HEALTH INVS COM 63633D104 8,217 177 2.20 576 -2.87 0.0005
2025-05-15 2025-03-31 13F NATIONAL HEALTH INVS COM 63633D104 8,040 8,040 594 0.0006
2023-07-21 2023-06-30 13F NATIONAL HEALTH INVS COM 63633D104 0 -2 -100.00 0 0.0000
2023-05-15 2023-03-31 13F NATIONAL HEALTH INVS COM 63633D104 2 2 0 0.0000
2021-08-04 2021-06-30 13F CreativePlanning COM 63633D104 0 -3,349 -100.00 0 -100.00
2021-04-30 2021-03-31 13F CreativePlanning COM 63633D104 3,349 201 6.39 242 11.01 0.0005
2021-01-29 2020-12-31 13F NATIONAL HEALTH INVS COM 63633D104 3,148 3,148 218 0.0005
2020-05-05 2020-03-31 13F NATIONAL HEALTH INVS COM 63633D104 0 -3,010 -100.00 0 -100.00
2020-01-30 2019-12-31 13F NATIONAL HEALTH INVS COM 63633D104 3,010 217 7.77 245 6.52 0.0007
2019-11-01 2019-09-30 13F NATIONAL HEALTH INVS COM 63633D104 2,793 100 3.71 230 9.52 0.0007
2019-07-26 2019-06-30 13F NATIONAL HEALTH INVS COM 63633D104 2,693 2,693 210 0.0007
2019-04-24 2019-03-31 13F NATIONAL HEALTH INVS COM 63633D104 0 -5,393 -100.00 0 -100.00
2019-02-12 2018-12-31 13F/A-1 NATIONAL HEALTH INVS COM 63633D104 5,393 0 0.00 407 -0.25 0.0017
2019-02-01 2018-12-31 13F NATIONAL HEALTH INVS COM 63633D104 5,393 0 407
2018-10-25 2018-09-30 13F NATIONAL HEALTH INVS COM 63633D104 5,393 -43 -0.79 408 1.75 0.0015
2018-07-20 2018-06-30 13F NATIONAL HEALTH INVS COM 63633D104 5,436 -125 -2.25 401 7.22 0.0016
2018-04-18 2018-03-31 13F NATIONAL HEALTH INVS COM 63633D104 5,561 3,393 156.50 374 117.44 0.0015
2017-07-12 2017-06-30 13F NATIONAL HEALTH INVS COM 63633D104 2,168 413 23.53 172 35.43 0.0009
2017-04-07 2017-03-31 13F NATIONAL HEALTH INVS COM 63633D104 1,755 50 2.93 127 0.79 0.0007
2017-01-09 2016-12-31 13F NATIONAL HEALTH INVS COM 63633D104 1,705 115 7.23 126 0.80 0.0008
2016-10-12 2016-09-30 13F NATIONAL HEALTH INVS COM 63633D104 1,590 200 14.39 125 20.19 0.0008
2016-07-12 2016-06-30 13F NATIONAL HEALTH INVS COM 63633D104 1,390 35 2.58 104 15.56 0.0008
2016-04-08 2016-03-31 13F NATIONAL HEALTH INVS COM 63633D104 1,355 0 0.00 90 9.76 0.0007
2016-01-11 2015-12-31 13F NATIONAL HEALTH INVS COM 63633D104 1,355 0 0.00 82 5.13 0.0007
2015-10-09 2015-09-30 13F NATIONAL HEALTH INVS COM 63633D104 1,355 1,355 0.00 78 254.55 0.0007
2015-07-09 2015-06-30 13F NATIONAL HEALTH INVS COM 63633D104 0 -3,103 -100.00 0 -100.00
2015-04-13 2015-03-31 13F NATIONAL HEALTH INVS COM 63633D104 3,103 3,103 0.00 220 243.75 0.0021
2015-01-29 2014-12-31 13F NATIONAL HEALTH INVS COM 63633D104 0 -3,118 -100.00 0 -100.00
2014-10-10 2014-09-30 13F NATIONAL HEALTH INVS COM 63633D104 3,118 -229 -6.84 178 -14.83 0.0021
2014-08-20 2014-06-30 13F NATIONAL HEALTH INVS COM 63633D104 3,347 233 7.48 209 11.17 0.0027
2014-04-11 2014-03-31 13F NATIONAL HEALTH INVS COM 63633D104 3,114 0 0.00 188 7.43 0.0028
2014-01-06 2013-12-31 13F NATIONAL HEALTH INVS COM 63633D104 3,114 -85 -2.66 175 -3.85 0.0030
2013-10-10 2013-09-30 13F NATIONAL HEALTH INVS COM 63633D104 3,199 175 5.79 182 0.55 0.0036
2013-07-09 2013-06-30 13F NATIONAL HEALTH INVS COM 63633D104 3,024 3,024 181 0.0042
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.