Filing Research | NHI - NATIONAL HEALTH INVS INC Institutional Holdings

Snapshot holdings

50 / 51 loaded

#		Instrument	quantity
1	Sound Income Strategies, LLC	Shares	270.3KSH	$20.6M
2	Jefferson Bridge Capital, LLC	Shares	57.4KSH	$4.4M
3	LEE DANNER & BASS INC	Shares	47.2KSH	$3.6M
4	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	46.9KSH	$3.6M
5	Nepsis Inc.	Shares	40.8KSH	$3.1M
6	Louisiana State Employees Retirement System	Shares	21.0KSH	$1.6M
7	Police & Firemen's Retirement System of New Jersey	Shares	14.3KSH	$1.1M
8	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	12.9KSH	$986.8K
9	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	10.9KSH	$827.5K
10	MOODY NATIONAL BANK TRUST DIVISION	Shares	9.5KSH	$723.1K
11	INDEPENDENT FINANCIAL GROUP, LLC	Shares	9.2KSH	$705.3K
12	SCHNIEDERS CAPITAL MANAGEMENT, LLC.	Shares	8.9KSH	$678.9K
13	Y-Intercept (Hong Kong) Ltd	Shares	8.5KSH	$644.9K
14	IFM Investors Pty Ltd	Shares	7.8KSH	$597.1K
15	EQUITABLE TRUST CO	Shares	6.0KSH	$458.3K
16	CENTRAL VALLEY ADVISORS, LLC	Shares	5.2KSH	$395.1K
17	Belleair Asset Management, LLC	Shares	4.7KSH	$358.9K
18	ALBERT D MASON INC	Shares	4.5KSH	$342.3K
19	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	4.2KSH	$312.7K
20	Trust Co	Shares	4.0KSH	$302.7K
21	SHAYNE & JACOBS, LLC	Shares	3.1KSH	$236.4K
22	SJS Investment Consulting Inc.	Shares	2.1KSH	$163.5K
23	Farther Finance Advisors, LLC	Shares	1.0KSH	$77.2K
24	Triumph Capital Management	Shares	875SH	$66.8K
25	SIGNATUREFD, LLC	Shares	529SH	$40.3K
26	GAMMA Investing LLC	Shares	437SH	$33.3K
27	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	362SH	$27.7K
28	EverSource Wealth Advisors, LLC	Shares	248SH	$18.9K
29	EXCHANGE TRADED CONCEPTS, LLC	Shares	203SH	$15.5K
30	Versant Capital Management, Inc	Shares	199SH	$15.2K
31	Mirae Asset Global Investments Co., Ltd.	Shares	190SH	$14.5K
32	HORIZON FINANCIAL SERVICES, LLC	Shares	132SH	$10.1K
33	Darwin Wealth Management, LLC	Shares	113SH	$8.7K
34	LANARK FINANCIAL, INC.	Shares	77SH	$5.9K
35	NorthAvenue LLC	Shares	70SH	$5.3K
36	Mosley Wealth Management	Shares	60SH	$4.6K
37	State of Alaska, Department of Revenue	Shares	46.5KSH	$3.5K
38	Blue Trust, Inc.	Shares	31SH	$2.4K
39	Spire Wealth Management	Shares	29SH	$2.2K
40	Ares Financial Consulting, LLC	Shares	25SH	$1.9K
41	Physician Wealth Advisors, Inc.	Shares	23SH	$1.8K
42	Handelsbanken Fonder AB	Shares	19.1KSH	$1.5K
43	AMALGAMATED BANK	Shares	13.0KSH	$993
44	Pensionfund PDN	Shares	12.2KSH	$930
45	IFP Advisors, Inc	Shares	9SH	$686
46	Hughes Financial Services, LLC	Shares	6SH	$458
47	Pensionfund Sabic	Shares	6.0KSH	$458
48	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	5.7KSH	$434
49	Arlington Trust Co LLC	Shares	3SH	$229
50	GHP Investment Advisors, Inc.	Shares	2SH	$153

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Manager changes2026-06-30 vs 2026-03-31

50 / 55 loaded

#		Instrument
1	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS added	Shares	+25.7K	+$1.9M	$3.6M
2	Louisiana State Employees Retirement System new	Shares	+21.0K	+$1.6M	$1.6M
3	YOUSIF CAPITAL MANAGEMENT, LLC new	Shares	+12.9K	+$986.8K	$986.8K
4	MOODY NATIONAL BANK TRUST DIVISION new	Shares	+9.5K	+$723.1K	$723.1K
5	Jefferson Bridge Capital, LLC added	Shares	+11.6K	+$673.9K	$4.4M
6	EQUITABLE TRUST CO new	Shares	+6.0K	+$458.3K	$458.3K
7	INDEPENDENT FINANCIAL GROUP, LLC added	Shares	+1.8K	+$103.4K	$705.3K
8	Police & Firemen's Retirement System of New Jersey added	Shares	+1.5K	+$57.8K	$1.1M
9	Y-Intercept (Hong Kong) Ltd added	Shares	+947	+$37.7K	$644.9K
10	HORIZON FINANCIAL SERVICES, LLC new	Shares	+132	+$10.1K	$10.1K
11	Versant Capital Management, Inc added	Shares	+119	+$8.7K	$15.2K
12	State of Alaska, Department of Revenue added	Shares	+16.6K	+$1.1K	$3.5K
13	AMALGAMATED BANK new	Shares	+13.0K	+$993	$993
14	NEW YORK STATE TEACHERS RETIREMENT SYSTEM new	Shares	+5.7K	+$434	$434
15	Pensionfund PDN added	Shares	+5.2K	+$364	$930
16	Hughes Financial Services, LLC added	Shares	+4	+$296	$458
17	Pensionfund Sabic added	Shares	+2.5K	+$175	$458
18	Capital Advisors, Ltd. LLC unchanged	Shares	0	$0	$0
19	GHP Investment Advisors, Inc. unchanged	Shares	0	-$9	$153
20	Arlington Trust Co LLC unchanged	Shares	0	-$14	$229
21	True Wealth Design, LLC exited	Shares	-1	-$81	$0
22	Handelsbanken Fonder AB unchanged	Shares	0	-$87	$1.5K
23	Physician Wealth Advisors, Inc. unchanged	Shares	0	-$106	$1.8K
24	IFP Advisors, Inc trimmed	Shares	-1	-$123	$686
25	Spire Wealth Management unchanged	Shares	0	-$133	$2.2K
26	Ares Financial Consulting, LLC unchanged	Shares	0	-$137	$1.9K
27	NorthAvenue LLC unchanged	Shares	0	-$322	$5.3K
28	Mosley Wealth Management trimmed	Shares	-2	-$353	$4.6K
29	LANARK FINANCIAL, INC. unchanged	Shares	0	-$354	$5.9K
30	Darwin Wealth Management, LLC added	Shares	+1	-$413	$8.7K
31	Blue Trust, Inc. trimmed	Shares	-13	-$1.2K	$2.4K
32	Farther Finance Advisors, LLC added	Shares	+53	-$1.2K	$77.2K
33	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added	Shares	+4	-$1.5K	$27.7K
34	SJS Investment Consulting Inc. added	Shares	+43	-$6.4K	$163.5K
35	SIGNATUREFD, LLC trimmed	Shares	-59	-$7.2K	$40.3K
36	EXCHANGE TRADED CONCEPTS, LLC trimmed	Shares	-84	-$7.7K	$15.5K
37	Triumph Capital Management trimmed	Shares	-50	-$8.9K	$66.8K
38	GAMMA Investing LLC trimmed	Shares	-92	-$9.4K	$33.3K
39	SHAYNE & JACOBS, LLC unchanged	Shares	0	-$14.3K	$236.4K
40	Trust Co unchanged	Shares	0	-$18.3K	$302.7K
41	IFM Investors Pty Ltd added	Shares	+200	-$19.8K	$597.1K
42	ALBERT D MASON INC unchanged	Shares	0	-$20.6K	$342.3K
43	Belleair Asset Management, LLC unchanged	Shares	0	-$21.6K	$358.9K
44	CENTRAL VALLEY ADVISORS, LLC unchanged	Shares	0	-$23.8K	$395.1K
45	TOMPKINS FINANCIAL CORP exited	Shares	-330	-$26.7K	$0
46	EverSource Wealth Advisors, LLC trimmed	Shares	-378	-$31.7K	$18.9K
47	SCHNIEDERS CAPITAL MANAGEMENT, LLC. unchanged	Shares	0	-$41.0K	$678.9K
48	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-184	-$47.8K	$312.7K
49	Sumitomo Mitsui DS Asset Management Company, Ltd unchanged	Shares	0	-$49.9K	$827.5K
50	Mirae Asset Global Investments Co., Ltd. trimmed	Shares	-790	-$64.8K	$14.5K

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