National Health Investors, Inc.
US ˙ NYSE ˙ US63633D1046

SecurityNHI / National Health Investors, Inc.
InstitutionAssetmark, Inc
Latest Disclosed Ownership1,356 shares
Latest Disclosed Value $ 109,646
Assetmark, Inc reports 13.47% increase in ownership of NHI / National Health Investors, Inc.

On May 6, 2026 - Assetmark, Inc filed a 13F-HR form disclosing ownership of 1,356 shares of National Health Investors, Inc. (US:NHI) valued at $109,646 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 1,195 shares of National Health Investors, Inc.. This represents a change in shares of 13.47% during the quarter. The current value of the position is $95,530 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)
2026-05-06 2026-03-31 13F NATIONAL HEALTH INVS COM 63633D104 1,356 161 13.47 110 19.78 0.0002
2026-01-23 2025-12-31 13F NATIONAL HEALTH INVS COM 63633D104 1,195 227 23.45 91 19.74 0.0002
2025-11-06 2025-09-30 13F NATIONAL HEALTH INVS COM 63633D104 968 43 4.65 77 18.75 0.0002
2025-08-04 2025-06-30 13F NATIONAL HEALTH INVS COM 63633D104 925 148 19.05 65 12.28 0.0002
2025-05-06 2025-03-31 13F NATIONAL HEALTH INVS COM 63633D104 777 92 13.43 57 21.28 0.0002
2025-02-06 2024-12-31 13F NATIONAL HEALTH INVS COM 63633D104 685 37 5.71 47 -12.96 0.0001
2024-11-01 2024-09-30 13F NATIONAL HEALTH INVS COM 63633D104 648 141 27.81 54 58.82 0.0002
2024-08-13 2024-06-30 13F NATIONAL HEALTH INVS COM 63633D104 507 7 1.40 34 9.68 0.0001
2024-05-07 2024-03-31 13F NATIONAL HEALTH INVS COM 63633D104 500 0 0.00 31 14.81 0.0001
2024-02-09 2023-12-31 13F NATIONAL HEALTH INVS COM 63633D104 500 0 0.00 28 8.00 0.0001
2023-10-27 2023-09-30 13F NATIONAL HEALTH INVS COM 63633D104 500 0 0.00 26 -3.85 0.0001
2023-08-11 2023-06-30 13F NATIONAL HEALTH INVS INC COM COM 63633D104 500 0 0.00 26 4.00 0.0001
2023-05-05 2023-03-31 13F NATIONAL HEALTH INVS INC COM COM 63633D104 500 0 0.00 26 -3.85 0.0001
2023-02-10 2022-12-31 13F NATIONAL HEALTH INVS COM 63633D104 500 0 0.00 26 -7.14 0.0001
2022-11-01 2022-09-30 13F NATIONAL HEALTH INVS COM 63633D104 500 0 0.00 28 -6.67 0.0001
2022-08-03 2022-06-30 13F NATIONAL HEALTH INVS INC COM COM 63633D104 500 400 400.00 30 400.00 0.0001
2022-05-13 2022-03-31 13F NATIONAL HEALTH INVS INC COM COM 63633D104 100 -575 -85.19 6 -84.62 0.0000
2022-02-14 2021-12-31 13F NATIONAL HEALTH INVS INC COM COM 63633D104 675 0 0.00 39 8.33 0.0002
2021-11-12 2021-09-30 13F NATIONAL HEALTH INVS INC COM COM 63633D104 675 -5,200 -88.51 36 -90.86 0.0002
2021-08-16 2021-06-30 13F NATIONAL HEALTH INVS INC COM COM 63633D104 5,875 549 10.31 394 2.34 0.0018
2021-05-14 2021-03-31 13F NATIONAL HEALTH INVS COM 63633D104 5,326 162 3.14 385 7.84 0.0020
2021-02-10 2020-12-31 13F NATIONAL HEALTH INVS INC COM COM 63633D104 5,164 88 1.73 357 16.67 0.0020
2020-11-13 2020-09-30 13F NATIONAL HEALTH INVS INC COM COM 63633D104 5,076 227 4.68 306 4.08 0.0020
2020-08-11 2020-06-30 13F NATIONAL HEALTH INVS INC COM COM 63633D104 4,849 380 8.50 294 33.03 0.0021
2020-05-12 2020-03-31 13F NATIONAL HEALTH INVS INC COM COM 63633D104 4,469 615 15.96 221 -29.62 0.0019
2020-02-11 2019-12-31 13F NATIONAL HEALTH INVS INC COM COM 63633D104 3,854 1,161 43.11 314 41.44 0.0024
2019-11-13 2019-09-30 13F NATIONAL HEALTH INVS INC COM COM 63633D104 2,693 180 7.16 222 13.27 0.0019
2019-08-14 2019-06-30 13F NATIONAL HEALTH INVS INC COM COM 63633D104 2,513 445 21.52 196 20.99 0.0016
2019-05-14 2019-03-31 13F NATIONAL HEALTH INVS INC COM COM 63633D104 2,068 185 9.82 162 14.08 0.0015
2019-02-13 2018-12-31 13F NATIONAL HEALTH INVS INC COM COM 63633D104 1,883 -107 -5.38 142 -5.33 0.0014
2018-11-13 2018-09-30 13F NATIONAL HEALTH INVS INC COM COM 63633D104 1,990 54 2.79 150 4.90 0.0014
2018-08-01 2018-06-30 13F NATIONAL HEALTH INVS INC COM COM 63633D104 1,936 -279 -12.60 143 -4.03 0.0014
2018-05-16 2018-03-31 13F NATIONAL HEALTH INVS INC COM COM 63633D104 2,215 1,744 370.28 149 313.89 0.0015
2018-02-13 2017-12-31 13F NATIONAL HEALTH INVS INC COM COM 63633D104 471 0 0.00 36 0.00 0.0004
2017-11-08 2017-09-30 13F NATIONAL HEALTH INVS INC COM COM 63633D104 471 0 0.00 36 -2.70 0.0004
2017-08-14 2017-06-30 13F NATIONAL HEALTH INVS INC COM COM 63633D104 471 0 0.00 37 8.82 0.0005
2017-09-15 2017-03-31 13F/A-1 NATIONAL HEALTH INVS INC COM COM 63633D104 471 0 0.00 34 -2.86 0.0004
2017-05-08 2017-03-31 13F NATIONAL HEALTH INVS INC COM COM 63633D104 471 0 34
2017-09-15 2016-12-31 13F/A-1 NATIONAL HEALTH INVS INC COM COM 63633D104 471 0 0.00 35 -5.41 0.0005
2017-02-14 2016-12-31 13F NATIONAL HEALTH INVS INC COM COM 63633D104 471 0 35
2017-09-14 2016-09-30 13F/A-1 NATIONAL HEALTH INVS INC COM COM 63633D104 471 -37 -7.28 37 -2.63 0.0006
2016-11-04 2016-09-30 13F NATIONAL HEALTH INVS INC COM COM 63633D104 471 -37 37
2017-09-14 2016-06-30 13F/A-1 NATIONAL HEALTH INVS INC COM COM 63633D104 508 -25 -4.69 38 8.57 0.0006
2016-08-08 2016-06-30 13F NATIONAL HEALTH INVS INC COM COM 63633D104 508 -25 38
2017-09-14 2016-03-31 13F/A-1 NATIONAL HEALTH INVS INC COM COM 63633D104 533 23 4.51 35 12.90 0.0006
2016-05-13 2016-03-31 13F NATIONAL HEALTH INVS INC COM COM 63633D104 533 23 35
2017-09-14 2015-12-31 13F/A-1 NATIONAL HEALTH INVS INC COM COM 63633D104 510 510 31 0.0006
2016-02-12 2015-12-31 13F NATIONAL HEALTH INVS INC COM COM 63633D104 510 510 31
2015-11-10 2015-09-30 13F NATIONAL HEALTH INVS INC COM COM 63633D104 0 0 0 0.0000
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.