National Health Investors, Inc.
US ˙ NYSE ˙ US63633D1046

SecurityNHI / National Health Investors, Inc.
InstitutionInvesco Ltd.
Latest Disclosed Ownership1,568,544 shares
Ownership 3.70%
Invesco Ltd. ownership in NHI / National Health Investors, Inc.

2019-01-31 - Invesco Ltd. has filed an SC 13G/A form with the Securities and Exchange Commission (SEC) disclosing ownership of 1,568,544 shares of National Health Investors, Inc. (US:NHI). This represents 3.7 percent ownership of the company. In their previous filing dated 2018-02-12 , Invesco Ltd. had reported owning 2,344,671 shares, indicating a decrease of -33.10 percent.

Institutional Ownership: 13D/G Filings

This table shows a history of the 13D/G filings made by the investor and/or investor group. Note that the share values in this table are not directly comparable to any numbers shown in the 13F table (if any).

File
Date		Effective
Date		Form Prev
Shares		 Latest
Shares		 ΔShares
(Percent)		 Ownership
(Percent)		 ΔOwnership
(Percent)
2019-01-31 2019-01-31 13G/A 2,344,671 1,568,544 -33.10 3.70 -33.93
2018-02-12 2018-02-12 13G/A 2,735,574 2,344,671 -14.29 5.60 -18.84
2017-02-14 2017-02-14 13G 175,913 2,735,574 1,455.07 6.90 1,280.00
2016-02-01 2016-02-01 13G/A 175,913 0.50
2015-02-11 2015-02-11 13G 1,960,575 5.30

Important Note: One of the primary uses of the 13D/G filings is to evaluate the ability of a firm to control a company (ie, the "beneficial ownership"). To that end, firms are required to report not just direct holdings in companies, but indirect holdings that they control. For investment firms, these indirect holdings can include shares in funds they manage, advisory accounts, and in the case of activist campaigns, pledged votes. Therefore, share counts listed in 13D/G filings can differ significantly than share counts listed in 13F filings.

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)
2026-05-12 2026-03-31 13F NATIONAL HEALTH INVS COM 63633D104 94,762 6,622 7.51 7,662 13.83 0.0012
2026-02-19 2025-12-31 13F NATIONAL HEALTH INVS COM 63633D104 88,140 -12,435 -12.36 6,731 -15.81 0.0010
2025-11-13 2025-09-30 13F NATIONAL HEALTH INVS COM 63633D104 100,575 -4,938 -4.68 7,996 8.07 0.0013
2025-08-13 2025-06-30 13F NATIONAL HEALTH INVS COM 63633D104 105,513 -21,495 -16.92 7,399 -21.13 0.0013
2025-05-12 2025-03-31 13F NATIONAL HEALTH INVS COM 63633D104 127,008 1,983 1.59 9,381 8.26 0.0018
2025-02-13 2024-12-31 13F NATIONAL HEALTH INVS COM 63633D104 125,025 -70 -0.06 8,664 -17.60 0.0016
2024-11-12 2024-09-30 13F NATIONAL HEALTH INVS COM 63633D104 125,095 19,345 18.29 10,515 46.82 0.0020
2024-08-13 2024-06-30 13F NATIONAL HEALTH INVS COM 63633D104 105,750 -589 -0.55 7,162 7.20 0.0015
2024-05-14 2024-03-31 13F NATIONAL HEALTH INVS COM 63633D104 106,339 -55,450 -34.27 6,681 -26.05 0.0014
2024-02-13 2023-12-31 13F NATIONAL HEALTH INVS COM 63633D104 161,789 -125,098 -43.61 9,036 -38.68 0.0022
2023-11-13 2023-09-30 13F NATIONAL HEALTH INVS COM 63633D104 286,887 30,834 12.04 14,735 9.77 0.0040
2023-08-11 2023-06-30 13F NATIONAL HEALTH INVS COM 63633D104 256,053 -41,188 -13.86 13,422 -12.45 0.0035
2023-05-12 2023-03-31 13F NATIONAL HEALTH INVS COM 63633D104 297,241 -4,434 -1.47 15,332 -2.68 0.0043
2023-02-13 2022-12-31 13F NATIONAL HEALTH INVS COM 63633D104 301,675 9,705 3.32 15,753 -4.55 0.0046
2022-11-14 2022-09-30 13F NATIONAL HEALTH INVS COM 63633D104 291,970 -24,247 -7.67 16,504 -13.88 0.0053
2022-08-15 2022-06-30 13F NATIONAL HEALTH INVS COM 63633D104 316,217 -44,766 -12.40 19,165 -10.03 0.0058
2022-05-16 2022-03-31 13F NATIONAL HEALTH INVS COM 63633D104 360,983 8,785 2.49 21,301 5.24 0.0054
2022-02-14 2021-12-31 13F NATIONAL HEALTH INVS COM 63633D104 352,198 -9,635 -2.66 20,241 4.56 0.0049
2021-11-15 2021-09-30 13F NATIONAL HEALTH INVS COM 63633D104 361,833 19,149 5.59 19,358 -15.75 0.0049
2021-08-17 2021-06-30 13F NATIONAL HEALTH INVS COM 63633D104 342,684 136,878 66.51 22,977 54.47 0.0057
2021-05-17 2021-03-31 13F NATIONAL HEALTH INVS COM 63633D104 205,806 64,761 45.92 14,875 52.49 0.0040
2021-02-16 2020-12-31 13F NATIONAL HEALTH INVS COM 63633D104 141,045 5,278 3.89 9,755 19.21 0.0028
2020-11-16 2020-09-30 13F NATIONAL HEALTH INVS COM 63633D104 135,767 70,761 108.85 8,183 107.37 0.0028
2020-08-14 2020-06-30 13F NATIONAL HEALTH INVS COM 63633D104 65,006 13,033 25.08 3,946 53.36 0.0014
2020-05-15 2020-03-31 13F NATIONAL HEALTH INVS COM 63633D104 51,973 -200,619 -79.42 2,573 -87.50 0.0011
2020-02-14 2019-12-31 13F NATIONAL HEALTH INVS COM 63633D104 252,592 200,579 385.63 20,582 380.33 0.0064
2019-11-14 2019-09-30 13F NATIONAL HEALTH INVS COM 63633D104 52,013 -207,042 -79.92 4,285 -78.80 0.0011
2019-08-14 2019-06-30 13F/A-1 NATIONAL HEALTH INVS COM 63633D104 259,055 -1,234,667 -82.66 20,215 -82.77 0.0052
2019-08-14 2019-06-30 13F NATIONAL HEALTH INVS COM 63633D104 259,055 -1,486,391 20,215
2019-05-15 2019-03-31 13F NATIONAL HEALTH INVS COM 63633D104 1,493,722 -74,822 -4.77 117,332 -0.97 0.0396
2019-02-14 2018-12-31 13F NATIONAL HEALTH INVS COM 63633D104 1,568,544 -7,702 -0.49 118,487 -0.55 0.0454
2018-11-14 2018-09-30 13F NATIONAL HEALTH INVS COM 63633D104 1,576,246 -351,744 -18.24 119,148 -16.12 0.0375
2018-08-14 2018-06-30 13F NATIONAL HEALTH INVS COM 63633D104 1,927,990 -128,467 -6.25 142,053 2.66 0.0470
2018-05-15 2018-03-31 13F NATIONAL HEALTH INVS COM 63633D104 2,056,457 -288,214 -12.29 138,379 -21.71 0.0517
2018-02-14 2017-12-31 13F NATIONAL HEALTH INVS COM 63633D104 2,344,671 285,145 13.85 176,741 11.03 0.0637
2017-11-14 2017-09-30 13F NATIONAL HEALTH INVS COM 63633D104 2,059,526 -207,965 -9.17 159,180 -11.36 0.0588
2017-08-14 2017-06-30 13F NATIONAL HEALTH INVS COM 63633D104 2,267,491 -158,877 -6.55 179,586 1.91 0.0559
2017-05-15 2017-03-31 13F NATIONAL HEALTH INVS COM 63633D104 2,426,368 -309,206 -11.30 176,227 -13.14 0.0579
2017-02-14 2016-12-31 13F NATIONAL HEALTH INVS COM 63633D104 2,735,574 235,723 9.43 202,897 3.42 0.0682
2016-11-14 2016-09-30 13F NATIONAL HEALTH INVS COM 63633D104 2,499,851 1,762,742 239.14 196,188 254.46 0.0674
2016-08-15 2016-06-30 13F NATIONAL HEALTH INVS COM 63633D104 737,109 569,260 339.15 55,349 395.74 0.0203
2016-05-16 2016-03-31 13F NATIONAL HEALTH INVS COM 63633D104 167,849 -8,064 -4.58 11,165 4.28 0.0045
2016-02-16 2015-12-31 13F NATIONAL HEALTH INVS COM 63633D104 175,913 -1,797,697 -91.09 10,707 -90.56 0.0043
2015-11-16 2015-09-30 13F NATIONAL HEALTH INVS COM 63633D104 1,973,610 -38,201 -1.90 113,463 -9.47 0.0481
2015-08-14 2015-06-30 13F NATIONAL HEALTH INVESTORS REIT COMMON 63633D104 2,011,811 -74,619 -3.58 125,334 -15.40 0.0492
2015-05-15 2015-03-31 13F NATIONAL HEALTH INVESTORS REIT COMMON 63633D104 2,086,430 -7,988 -0.38 148,157 1.11 0.0573
2015-02-13 2014-12-31 13F NATIONAL HEALTH INVESTORS REIT COMMON 63633D104 2,094,418 -99,455 -4.53 146,526 16.89 0.0566
2014-11-14 2014-09-30 13F NATIONAL HEALTH INVESTORS REIT COMMON 63633D104 2,193,873 110,902 5.32 125,357 -3.80 0.0501
2014-08-14 2014-06-30 13F NATIONAL HEALTH INVESTORS REIT COMMON 63633D104 2,082,971 -110,134 -5.02 130,311 -1.72 0.0513
2014-05-15 2014-03-31 13F NATIONAL HEALTH INVESTORS REIT COMMON 63633D104 2,193,105 840,493 62.14 132,596 74.74 0.0538
2014-02-13 2013-12-31 13F NATIONAL HEALTH INVESTORS REIT COMMON 63633D104 1,352,612 1,328,350 5,475.02 75,882 5,398.70 0.0301
2013-11-13 2013-09-30 13F NATIONAL HEALTH INVESTORS REIT COMMON 63633D104 24,262 16,220 201.69 1,380 186.90 0.0006
2013-08-14 2013-06-30 13F NATIONAL HEALTH INVESTORS REIT COMMON 63633D104 8,042 8,042 481 0.0002
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.