National Health Investors, Inc.
US ˙ NYSE ˙ US63633D1046

SecurityNHI / National Health Investors, Inc.
InstitutionDimensional Fund Advisors Lp
Latest Disclosed Ownership686,249 shares
Latest Disclosed Value $ 55,493,224
Dimensional Fund Advisors Lp reports 2.72% increase in ownership of NHI / National Health Investors, Inc.

On May 7, 2026 - Dimensional Fund Advisors Lp filed a 13F-HR form disclosing ownership of 686,249 shares of National Health Investors, Inc. (US:NHI) valued at $55,490,094 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 668,085 shares of National Health Investors, Inc.. This represents a change in shares of 2.72% during the quarter. The current value of the position is $48,332,517 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.

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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)
2026-05-07 2026-03-31 13F NATIONAL HEALTH INVS COM 63633D104 686,249 18,164 2.72 55,493 8.76 0.0115
2026-02-12 2025-12-31 13F NATIONAL HEALTH INVS COM 63633D104 668,085 14,958 2.29 51,024 -1.73 0.0107
2025-11-12 2025-09-30 13F NATIONAL HEALTH INVS COM 63633D104 653,127 22,115 3.50 51,922 17.35 0.0111
2025-08-12 2025-06-30 13F NATIONAL HEALTH INVS COM 63633D104 631,012 -3,306 -0.52 44,248 -5.56 0.0102
2025-05-13 2025-03-31 13F NATIONAL HEALTH INVS COM 63633D104 634,318 -112 -0.02 46,852 6.56 0.0116
2025-02-13 2024-12-31 13F NATIONAL HEALTH INVS COM 63633D104 634,430 20,631 3.36 43,966 -14.79 0.0106
2024-11-07 2024-09-30 13F NATIONAL HEALTH INVS COM 63633D104 613,799 5,823 0.96 51,594 25.30 0.0125
2024-08-09 2024-06-30 13F NATIONAL HEALTH INVS COM 63633D104 607,976 -3,423 -0.56 41,178 7.20 0.0108
2024-05-10 2024-03-31 13F NATIONAL HEALTH INVS COM 63633D104 611,399 7,090 1.17 38,414 13.82 0.0104
2024-02-07 2023-12-31 13F NATIONAL HEALTH INVS COM 63633D104 604,309 -13,242 -2.14 33,752 6.41 0.0099
2023-11-09 2023-09-30 13F NATIONAL HEALTH INVS COM 63633D104 617,551 8,149 1.34 31,717 -0.71 0.0104
2023-08-09 2023-06-30 13F NATIONAL HEALTH INVS COM 63633D104 609,402 5,045 0.83 31,945 2.48 0.0102
2023-05-12 2023-03-31 13F NATIONAL HEALTH INVS COM 63633D104 604,357 -3,500 -0.58 31,172 100,451.61 0.0105
2023-02-09 2022-12-31 13F NATIONAL HEALTH INVS COM 63633D104 607,857 -7,205 -1.17 32 -99.91 0.0094
2022-11-10 2022-09-30 13F NATIONAL HEALTH INVS COM 63633D104 615,062 3,543 0.58 34,769 -6.19 0.0133
2022-08-12 2022-06-30 13F NATIONAL HEALTH INVS COM 63633D104 611,519 -654 -0.11 37,065 2.60 0.0133
2022-05-13 2022-03-31 13F NATIONAL HEALTH INVS COM 63633D104 612,173 -23,124 -3.64 36,125 -1.05 0.0111
2022-02-09 2021-12-31 13F NATIONAL HEALTH INVS COM 63633D104 635,297 -25,807 -3.90 36,510 3.22 0.0110
2021-11-12 2021-09-30 13F NATIONAL HEALTH INVS COM 63633D104 661,104 51 0.01 35,370 -20.20 0.0114
2021-08-12 2021-06-30 13F NATIONAL HEALTH INVS COM 63633D104 661,053 10,308 1.58 44,323 -5.77 0.0140
2021-05-14 2021-03-31 13F NATIONAL HEALTH INVS COM 63633D104 650,745 -5,579 -0.85 47,037 3.61 0.0156
2021-03-08 2020-12-31 13F/A-2 NATIONAL HEALTH INVS COM 63633D104 656,324 -11,885 -1.78 45,398 12.73 0.0164
2021-02-11 2020-12-31 13F NATIONAL HEALTH INVS COM 63633D104 656,324 -11,885 45,398 16,395.3446
2020-11-12 2020-09-30 13F NATIONAL HEALTH INVS COM 63633D104 668,209 -22,242 -3.22 40,273 -3.94 0.0171
2020-08-13 2020-06-30 13F NATIONAL HEALTH INVS COM 63633D104 690,451 7,587 1.11 41,923 23.96 0.0184
2020-05-14 2020-03-31 13F NATIONAL HEALTH INVS COM 63633D104 682,864 7,265 1.08 33,821 -38.56 0.0176
2020-02-14 2019-12-31 13F NATIONAL HEALTH INVS COM 63633D104 675,599 11,681 1.76 55,048 0.63 0.0201
2019-11-12 2019-09-30 13F NATIONAL HEALTH INVS COM 63633D104 663,918 3,600 0.55 54,701 6.17 0.0213
2019-08-13 2019-06-30 13F NATIONAL HEALTH INVS COM 63633D104 660,318 7,058 1.08 51,524 0.41 0.0200
2019-08-12 2019-03-31 13F/A-2 NATIONAL HEALTH INVS COM 63633D104 653,260 -6,622 -1.00 51,315 2.95 0.0204
2019-05-10 2019-03-31 13F NATIONAL HEALTH INVS COM 63633D104 653,260 -6,622 51,315
2019-02-26 2018-12-31 13F/A-1 NATIONAL HEALTH INVS COM 63633D104 659,882 14,805 2.30 49,847 2.23 0.0226
2019-02-13 2018-12-31 13F NATIONAL HEALTH INVS COM 63633D104 659,882 14,805 49,847
2018-11-13 2018-09-30 13F NATIONAL HEALTH INVS COM 63633D104 645,077 6,456 1.01 48,759 3.62 0.0186
2018-08-10 2018-06-30 13F NATIONAL HEALTH INVS COM 63633D104 638,621 8,904 1.41 47,055 11.05 0.0188
2018-05-11 2018-03-31 13F NATIONAL HEALTH INVS COM 63633D104 629,717 30,317 5.06 42,374 -6.22 0.0177
2018-02-12 2017-12-31 13F NATIONAL HEALTH INVS COM 63633D104 599,400 10,667 1.81 45,183 -0.71 0.0187
2017-11-13 2017-09-30 13F NATIONAL HEALTH INVS COM 63633D104 588,733 23,191 4.10 45,504 1.59 0.0199
2017-08-11 2017-06-30 13F NATIONAL HEALTH INVS COM 63633D104 565,542 22,697 4.18 44,790 13.61 0.0207
2017-05-12 2017-03-31 13F NATIONAL HEALTH INVS COM 63633D104 542,845 43,890 8.80 39,426 6.54 0.0188
2017-02-09 2016-12-31 13F NATIONAL HEALTH INVS COM 63633D104 498,955 22,689 4.76 37,006 -1.00 0.0185
2016-11-10 2016-09-30 13F NATIONAL HEALTH INVS COM 63633D104 476,266 4,856 1.03 37,379 5.60 0.0202
2016-08-09 2016-06-30 13F NATIONAL HEALTH INVS COM 63633D104 471,410 5,830 1.25 35,397 14.30 0.0204
2016-05-13 2016-03-31 13F NATIONAL HEALTH INVS COM 63633D104 465,580 -959 -0.21 30,969 9.05 0.0185
2016-02-10 2015-12-31 13F NATIONAL HEALTH INVS COM 63633D104 466,539 14,600 3.23 28,399 9.30 0.0177
2015-11-13 2015-09-30 13F NATIONAL HEALTH INVS COM 63633D104 451,939 59,413 15.14 25,983 6.25 0.0171
2015-08-14 2015-06-30 13F NATIONAL HEALTH INVS COM 63633D104 392,526 44,562 12.81 24,455 -1.03 0.0150
2015-05-14 2015-03-31 13F NATIONAL HEALTH INVS COM 63633D104 347,964 52,699 17.85 24,709 19.61 0.0156
2015-02-06 2014-12-31 13F NATIONAL HEALTH INVS COM 63633D104 295,265 26,365 9.80 20,658 34.44 0.0136
2014-11-13 2014-09-30 13F NATIONAL HEALTH INVS COM 63633D104 268,900 32,224 13.62 15,366 3.78 0.0109
2014-08-08 2014-06-30 13F NATIONAL HEALTH INVS COM 63633D104 236,676 35,245 17.50 14,806 21.58 0.0103
2014-05-14 2014-03-31 13F NATIONAL HEALTH INVS COM 63633D104 201,431 21,883 12.19 12,178 20.90 0.0091
2014-02-12 2013-12-31 13F NATIONAL HEALTH INVS COM 63633D104 179,548 13,701 8.26 10,073 6.76 0.0078
2013-11-13 2013-09-30 13F NATIONAL HEALTH INVS COM 63633D104 165,847 8,978 5.72 9,435 0.48 0.0082
2013-08-15 2013-06-30 13F NATIONAL HEALTH INVS COM 63633D104 156,869 156,869 9,390 0.0088
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.