National Health Investors, Inc.
US ˙ NYSE ˙ US63633D1046

SecurityNHI / National Health Investors, Inc.
InstitutionMacquarie Group Ltd
Latest Disclosed Ownership49,557 shares
Latest Disclosed Value $ 4,007,179
Macquarie Group Ltd reports 0.90% increase in ownership of NHI / National Health Investors, Inc.

On May 15, 2026 - Macquarie Group Ltd filed a 13F-HR form disclosing ownership of 49,557 shares of National Health Investors, Inc. (US:NHI) valued at $4,007,179 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 49,113 shares of National Health Investors, Inc.. This represents a change in shares of 0.90% during the quarter. The current value of the position is $3,490,300 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)
2026-05-15 2026-03-31 13F NATIONAL HEALTH INVS COM 63633D104 49,557 444 0.90 4,007 6.85 0.0187
2026-02-13 2025-12-31 13F NATIONAL HEALTH INVS COM 63633D104 49,113 -929,361 -94.98 3,751 -95.18 0.0164
2025-11-13 2025-09-30 13F NATIONAL HEALTH INVS COM 63633D104 978,474 -76,210 -7.23 77,788 5.18 0.0908
2025-08-14 2025-06-30 13F NATIONAL HEALTH INVS COM 63633D104 1,054,684 3,100 0.29 73,955 -4.78 0.0907
2025-08-14 2025-03-31 13F/A-1 NATIONAL HEALTH INVS COM 63633D104 1,051,584 -62,638 -5.62 77,670 0.59 0.0964
2025-05-15 2025-03-31 13F NATIONAL HEALTH INVS COM 63633D104 1,051,584 -62,638 77,670 0.0635
2025-02-14 2024-12-31 13F NATIONAL HEALTH INVS COM 63633D104 1,114,222 -113,662 -9.26 77,216 -25.19 0.0937
2024-11-14 2024-09-30 13F NATIONAL HEALTH INVS COM 63633D104 1,227,884 136,112 12.47 103,216 39.58 0.1114
2024-08-09 2024-06-30 13F NATIONAL HEALTH INVS COM 63633D104 1,091,772 -29,428 -2.62 73,946 4.97 0.0848
2024-05-14 2024-03-31 13F NATIONAL HEALTH INVS COM 63633D104 1,121,200 -34,957 -3.02 70,445 9.10 0.0799
2024-02-14 2023-12-31 13F NATIONAL HEALTH INVS COM 63633D104 1,156,157 107,941 10.30 64,572 19.94 0.0746
2023-11-14 2023-09-30 13F NATIONAL HEALTH INVS COM 63633D104 1,048,216 -30,013 -2.78 53,836 -4.75 0.0676
2023-10-27 2023-06-30 13F/A-2 NATIONAL HEALTH INVS COM 63633D104 1,078,229 -36,748 -3.30 56,521 -1.72 0.0646
2023-10-12 2023-06-30 13F/A-1 NATIONAL HEALTH INVS COM 63633D104 1,078,229 -36,748 56,521 0.0568
2023-08-14 2023-06-30 13F NATIONAL HEALTH INVS COM 63633D104 1,078,229 -36,748 56,521 0.0573
2023-06-01 2023-03-31 13F/A-1 NATIONAL HEALTH INVS COM 63633D104 1,114,977 -3,047 -0.27 57,510 -1.50 0.0683
2023-05-15 2023-03-31 13F NATIONAL HEALTH INVS COM 63633D104 1,114,977 -3,047 57,510 0.0528
2023-02-21 2022-12-31 13F NATIONAL HEALTH INVS COM 63633D104 1,118,024 -206,023 -15.56 58,383 -22.06 0.0689
2022-11-14 2022-09-30 13F NATIONAL HEALTH INVS COM 63633D104 1,324,047 -38,596 -2.83 74,907 -9.30 0.0919
2022-08-17 2022-06-30 13F/A-1 NATIONAL HEALTH INVS COM 63633D104 1,362,643 389 0.03 82,590 2.74 0.0927
2022-08-15 2022-06-30 13F NATIONAL HEALTH INVS COM 63633D104 1,362,643 389 82,590 0.0296
2022-05-16 2022-03-31 13F NATIONAL HEALTH INVS COM 63633D104 1,362,254 210,402 18.27 80,387 21.44 0.0611
2022-02-11 2021-12-31 13F National Hlth Investors COM 63633D104 1,151,852 152,097 15.21 66,197 23.76 0.0552
2021-11-12 2021-09-30 13F NATIONAL HEALTH INVS COM 63633D104 999,755 129,269 14.85 53,487 -8.36 0.0456
2021-08-13 2021-06-30 13F NATIONAL HEALTH INVS COM 63633D104 870,486 -9,182 -1.04 58,366 -8.21 0.0479
2021-05-14 2021-03-31 13F NATIONAL HEALTH INVS COM 63633D104 879,668 -20,983 -2.33 63,583 2.06 0.0899
2021-02-16 2020-12-31 13F NATIONAL HEALTH INVS COM 63633D104 900,651 43,505 5.08 62,298 20.59 0.0910
2020-11-13 2020-09-30 13F NATIONAL HEALTH INVS COM 63633D104 857,146 574,208 202.94 51,660 200.70 0.0875
2020-08-11 2020-06-30 13F NATIONAL HEALTH INVS COM 63633D104 282,938 268,219 1,822.26 17,180 2,256.65 0.0296
2020-05-15 2020-03-31 13F NATIONAL HEALTH INVS COM 63633D104 14,719 0 0.00 729 -39.25 0.0015
2020-03-18 2019-12-31 13F/A-2 NATIONAL HEALTH INVS COM 63633D104 14,719 -1,781 -10.79 1,200 -11.70 0.0017
2020-02-28 2019-12-31 13F/A-1 NATIONAL HEALTH INVS COM 63633D104 14,719 0 1,200 0.0017
2020-02-14 2019-12-31 13F NATIONAL HEALTH INVS COM 63633D104 14,719 -1,781 1,200 1,505.8983
2019-11-14 2019-09-30 13F NATIONAL HEALTH INVS COM 63633D104 16,500 -1,200 -6.78 1,359 -1.59 0.0023
2019-11-06 2019-06-30 13F/A-2 NATIONAL HEALTH INVS COM 63633D104 17,700 900 5.36 1,381 4.62 0.0023
2019-09-24 2019-06-30 13F/A-1 NATIONAL HEALTH INVS COM 63633D104 17,700 0 1,381 0.0023
2019-08-14 2019-06-30 13F NATIONAL HEALTH INVS COM 63633D104 17,700 900 1,381
2019-05-15 2019-03-31 13F NATIONAL HEALTH INVS COM 63633D104 16,800 -500 -2.89 1,320 0.99 0.0023
2019-02-15 2018-12-31 13F NATIONAL HEALTH INVS COM 63633D104 17,300 -800 -4.42 1,307 -4.46 0.0025
2018-11-15 2018-09-30 13F NATIONAL HEALTH INVS COM 63633D104 18,100 4,700 35.07 1,368 38.60 0.0022
2019-03-21 2018-06-30 13F/A-1 NATIONAL HEALTH INVS COM 63633D104 13,400 1,800 15.52 987 26.54 0.0017
2018-08-14 2018-06-30 13F NATIONAL OILWELL VARCO COM 63633D104 13,400 1,800 987
2018-05-11 2018-03-31 13F NATIONAL HEALTH INVS COM 63633D104 11,600 -300 -2.52 780 271.43 0.0014
2018-02-14 2017-12-31 13F NATIONAL HEALTH INVS COM 63633D104 11,900 -44,719 -78.98 210 -95.20 0.0004
2017-11-08 2017-09-30 13F NATIONAL HEALTH INVS COM 63633D104 56,619 -109,417 -65.90 4,376 -66.72 0.0078
2017-08-14 2017-06-30 13F NATIONAL HEALTH INVS COM 63633D104 166,036 -4,311 -2.53 13,150 6.29 0.0240
2017-05-15 2017-03-31 13F National Health Investors COM 63633D104 170,347 -44,487 -20.71 12,372 -22.36 0.0225
2017-03-30 2016-12-31 13F/A-1 National Health Investors REIT 63633D104 214,834 203,534 1,801.19 15,935 1,696.51 0.0305
2017-02-15 2016-12-31 13F National Health Investors REIT 63633D104 214,834 15,935
2016-11-15 2016-09-30 13F National Health Investors REIT 63633D104 11,300 4,200 59.15 887 66.42 0.0017
2016-09-14 2016-06-30 13F/A-1 National Health Investors REIT 63633D104 7,100 1,800 33.96 533 50.99 0.0010
2016-08-15 2016-06-30 13F National Health Investors REIT 63633D104 7,100 533
2016-05-16 2016-03-31 13F National Health Investors REIT 63633D104 5,300 800 17.78 353 28.83 0.0007
2016-02-16 2015-12-31 13F National Health Investors REIT 63633D104 4,500 -3,300 -42.31 274 -38.84 0.0006
2015-11-16 2015-09-30 13F National Health Investors REIT 63633D104 7,800 2,600 50.00 448 38.27 0.0010
2015-08-21 2015-06-30 13F/A-1 National Health Investors REIT 63633D104 5,200 2,000 62.50 324 42.73 0.0006
2015-08-14 2015-06-30 13F National Health Investors REIT 63633D104 5,200 324
2015-05-18 2015-03-31 13F National Health Investors REIT 63633D104 3,200 -5,300 -62.35 227 -61.85 0.0004
2015-02-17 2014-12-31 13F National Health Investors REIT 63633D104 8,500 0 0.00 595 22.43 0.0012
2014-11-14 2014-09-30 13F National Health Investors REIT 63633D104 8,500 -3,900 -31.45 486 -37.37 0.0010
2014-08-14 2014-06-30 13F NATIONAL HEALTH INVESTORS REIT 63633D104 12,400 2,700 27.84 776 32.42 0.0017
2014-05-15 2014-03-31 13F National Health Investors REIT 63633D104 9,700 2,300 31.08 586 41.20 0.0010
2014-02-14 2013-12-31 13F National Health Investors REIT 63633D104 7,400 -800 -9.76 415 -10.94 0.0007
2013-11-14 2013-09-30 13F National Health Investors REIT 63633D104 8,200 -8,640 -51.31 466 -53.77 0.0009
2013-08-16 2013-06-30 13F/A-1 National Health Investors REIT 63633D104 16,840 16,840 1,008 0.0022
2013-08-14 2013-06-30 13F National Health Investors REIT 63633D104 16,840 1,008 0.0022
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.