Among active 13F managers last quarter, 3 opened and 27 added, while 19 reduced; the largest holder to move was Principal Financial Group Inc (+2.0%). Over the last 180 days, 2 insiders bought and none sold, a net +$167K in open-market trades.
Funds lean in and no leg opposes.
281 tracked 13F filers disclose a position in NHI as of the latest SEC 13F filings, a combined $2.7B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 4.8M | $388.7M | ▼−0.5% Reduced · −27K sh | Q1 2026 | |
| 2 | Vanguard Portfolio Management LLC | 4.1M | $334.9M | →New filer Inherited book · not a new buyer | Q1 2026 | |
| 3 | State Street Corp | 2.7M | $211.1M | ▲+39% Added · +762K sh | Q2 2026 | |
| 4 | Vanguard Capital Management LLC | 2.1M | $168.6M | →New filer Inherited book · not a new buyer | Q1 2026 | |
| 5 | Principal Financial Group Inc | 1.7M | $137.5M | ▲+2.0% Added · +33K sh | Q1 2026 | |
| 6 | Geode Capital Management, LLC | 1.4M | $107.0M | ▲+7.0% Added · +92K sh | Q2 2026 | |
| 7 | Prudential Financial Inc | 1.1M | $92.0M | ▲+13% Added · +134K sh | Q1 2026 | |
| 8 | Bank Of America Corp | 993K | $80.3M | ▲+20% Added · +165K sh | Q1 2026 | |
| 9 | JPMorgan Chase & Co | 987K | $81.3M | ▼~0% Reduced · −152 sh | Q1 2026 | |
| 10 | Charles Schwab Investment Management Inc | 826K | $66.8M | ▲+1.1% Added · +9K sh | Q1 2026 | |
| 11 | Millennium Management LLC | 762K | $61.6M | ▲+62% Added · +292K sh | Q1 2026 | |
| 12 | Norges Bank | 724K | $55.3M | ▲+2.0% Added · +14K sh | Q4 2025 | |
| 13 | Dimensional Fund Advisors LP | 686K | $55.5M | ▲+2.7% Added · +18K sh | Q1 2026 | |
| 14 | Land & Buildings Investment Management, LLC | 587K | $47.5M | ▲+42% Added · +174K sh | Q1 2026 | |
| 15 | Northern Trust Corp | 563K | $45.5M | ▲+2.3% Added · +12K sh | Q1 2026 | |
| 16 | Bank of New York Mellon Corp | 515K | $41.6M | ▼−4.2% Reduced · −23K sh | Q1 2026 | |
| 17 | Qube Research & Technologies Ltd | 430K | $34.7M | ▲+85% Added · +197K sh | Q1 2026 | |
| 18 | Two Sigma Investments, LP | 420K | $34.0M | ▲+70% Added · +174K sh | Q1 2026 | |
| 19 | Morgan Stanley | 380K | $30.7M | ▲+60% Added · +142K sh | Q1 2026 | |
| 20 | Vanguard Fiduciary Trust Co | 312K | $25.2M | →New filer Inherited book · not a new buyer | Q1 2026 | |
| 21 | Sound Income Strategies, LLC | 270K | $20.6M | ▲+4.9% Added · +13K sh | Q2 2026 | |
| 22 | Bowen Hanes & Co Inc | 260K | $21.0M | —Held | Q1 2026 | |
| 23 | Freestone Grove Partners LP | 258K | $20.9M | ▼−9.9% Reduced · −28K sh | Q1 2026 | |
| 24 | Susquehanna International Group, LLP | 254K | $20.6M | ▲+463% Added · +209K sh | Q1 2026 | |
| 25 | Algert Global LLC | 249K | $19.0M | ▲+71% Added · +103K sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership. 1 value row is withheld because the reported units disagree with same-security peers; share counts are unchanged.
Last quarter, 3 funds opened a new position in NHI and 27 added to an existing one, while 19 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Microsoft CorpMSFT | 153 funds | $241.3B |
| Amazon.com IncAMZN | 153 funds | $176.8B |
| Nvidia CorpNVDA | 152 funds | $352.5B |
| Apple IncAAPL | 152 funds | $264.8B |
| Meta Platforms Inc-Class AMETA | 152 funds | $104.7B |
| Eli Lilly & CoLLY | 150 funds | $69.5B |
| Alphabet Inc-CL AGOOGL | 148 funds | $148.4B |
| JPMorgan Chase & CoJPM | 147 funds | $55.4B |
| Mastercard Inc - AMA | 147 funds | $47.7B |
| Berkshire Hathaway Inc-CL BBRK/B | 147 funds | $34.0B |
| Broadcom IncAVGO | 146 funds | $136.8B |
| Alphabet Inc-CL CGOOG | 146 funds | $113.7B |
Ranked by how many of NHI's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in NHI.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 15, 2026 | McCabe Robert A Jr | Director | Buy (P) | 890 | $64K |
| Jun 5, 2026 | Mendelsohn D. Eric | CEO and President, Director | Buy (P) | 2K | $103K |
| May 31, 2024 | McCabe Robert A Jr | Director | Buy (P) | 437 | $29K |
| Feb 27, 2024 | Swafford Charlotte A | Director | Buy (P) | 10K | $587K |
| Aug 30, 2023 | Jobe James R | Director | Buy (P) | 1K | $51K |
| Dec 14, 2022 | Adams Robert G | Director | Buy (P) | 1K | $57K |
| Aug 15, 2022 | Adams Robert G | Director | Buy (P) | 2K | $99K |
| Dec 30, 2021 | Adams Robert G | Director | Buy (P) | 2K | $115K |
| Dec 1, 2021 | Webb Robert T | Director | Buy (P) 2 lots, same day | 2K | $103K |
| Nov 29, 2021 | Webb Robert T | Director | Buy (P) | 1K | $53K |
| Sep 30, 2021 | Webb Robert T | Director | Buy (P) | 2K | $108K |
| Sep 29, 2021 | Mendelsohn D. Eric | CEO and President | Buy (P) 4 lots, same day | 2K | $109K |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 52 | 36 | – |
Insiders Form 4 open-market | 2 | 0 | +$167K |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for NHI
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/NHI/capital-change-brief"
Use Arkolith's capital_change_brief for NHI. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + the live filing stream, joined for NHI. Filings are public domain, sourced to SEC EDGAR.