National Health Investors, Inc.
US ˙ NYSE ˙ US63633D1046

SecurityNHI / National Health Investors, Inc.
InstitutionUBS Group AG
Latest Disclosed Ownership127,634 shares
Latest Disclosed Value $ 10,320,485
UBS Group AG reports 35.38% decrease in ownership of NHI / National Health Investors, Inc.

On May 5, 2026 - UBS Group AG filed a 13F-HR form disclosing ownership of 127,634 shares of National Health Investors, Inc. (US:NHI) valued at $10,320,485 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 197,518 shares of National Health Investors, Inc.. This represents a change in shares of -35.38% during the quarter. The current value of the position is $8,991,815 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)
2026-05-05 2026-03-31 13F NATIONAL HEALTH INVS COM 63633D104 127,634 -69,884 -35.38 10,320 -31.58 0.0003
2026-01-29 2025-12-31 13F NATIONAL HEALTH INVS COM 63633D104 197,518 6,984 3.67 15,084 -0.42 0.0024
2025-11-13 2025-09-30 13F NATIONAL HEALTH INVS COM 63633D104 190,534 3,691 1.98 15,147 15.62 0.0024
2025-08-14 2025-06-30 13F NATIONAL HEALTH INVS COM 63633D104 186,843 -13,408 -6.70 13,101 -11.42 0.0023
2025-05-13 2025-03-31 13F NATIONAL HEALTH INVS COM 63633D104 200,251 97,534 94.95 14,791 107.78 0.0027
2025-02-14 2024-12-31 13F NATIONAL HEALTH INVS COM 63633D104 102,717 1,204 1.19 7,118 -16.58 0.0013
2024-11-14 2024-09-30 13F NATIONAL HEALTH INVS COM 63633D104 101,513 40,454 66.25 8,533 106.36 0.0019
2024-08-14 2024-06-30 13F NATIONAL HEALTH INVS COM 63633D104 61,059 -20,608 -25.23 4,136 -19.41 0.0010
2024-05-13 2024-03-31 13F NATIONAL HEALTH INVS COM 63633D104 81,667 -4,547 -5.27 5,131 6.56 0.0013
2024-02-09 2023-12-31 13F NATIONAL HEALTH INVS COM 63633D104 86,214 21,479 33.18 4,815 44.86 0.0014
2023-11-09 2023-09-30 13F NATIONAL HEALTH INVS COM 63633D104 64,735 -26,801 -29.28 3,325 -30.72 0.0011
2023-08-11 2023-06-30 13F NATIONAL HEALTH INVS COM 63633D104 91,536 57,536 169.22 4,798 173.70 0.0016
2023-05-12 2023-03-31 13F NATIONAL HEALTH INVS COM 63633D104 34,000 -40,943 -54.63 1,754 -55.20 0.0006
2023-02-08 2022-12-31 13F NATIONAL HEALTH INVS COM 63633D104 74,943 3,267 4.56 3,914 -3.43 0.0015
2022-11-10 2022-09-30 13F NATIONAL HEALTH INVS COM 63633D104 71,676 -11,386 -13.71 4,052 -19.52 0.0018
2022-08-10 2022-06-30 13F NATIONAL HEALTH INVS COM 63633D104 83,062 -12,000 -12.62 5,035 -10.23 0.0021
2022-05-16 2022-03-31 13F NATIONAL HEALTH INVS COM 63633D104 95,062 -7,084 -6.94 5,609 -4.45 0.0019
2022-02-14 2021-12-31 13F NATIONAL HEALTH INVS COM 63633D104 102,146 -21,060 -17.09 5,870 -10.95 0.0017
2021-11-15 2021-09-30 13F NATIONAL HEALTH INVS COM 63633D104 123,206 46,235 60.07 6,592 27.73 0.0021
2021-08-13 2021-06-30 13F NATIONAL HEALTH INVS COM 63633D104 76,971 -20,580 -21.10 5,161 -26.80 0.0017
2021-05-12 2021-03-31 13F NATIONAL HEALTH INVS COM 63633D104 97,551 4,773 5.14 7,051 9.88 0.0023
2021-02-11 2020-12-31 13F NATIONAL HEALTH INVS COM 63633D104 92,778 -8,585 -8.47 6,417 5.04 0.0022
2020-11-12 2020-09-30 13F NATIONAL HEALTH INVS COM 63633D104 101,363 31,784 45.68 6,109 44.59 0.0023
2020-07-31 2020-06-30 13F NATIONAL HEALTH INVS COM 63633D104 69,579 -31,099 -30.89 4,225 -15.25 0.0018
2020-05-01 2020-03-31 13F NATIONAL HEALTH INVS COM 63633D104 100,678 -32,754 -24.55 4,985 -54.15 0.0023
2020-02-14 2019-12-31 13F NATIONAL HEALTH INVS COM 63633D104 133,432 34,848 35.35 10,872 33.86 0.0038
2019-11-14 2019-09-30 13F NATIONAL HEALTH INVS COM 63633D104 98,584 36,772 59.49 8,122 68.40 0.0031
2019-08-14 2019-06-30 13F NATIONAL HEALTH INVS COM 63633D104 61,812 29,264 89.91 4,823 88.62 0.0019
2019-05-14 2019-03-31 13F NATIONAL HEALTH INVS COM 63633D104 32,548 -17,958 -35.56 2,557 -32.98 0.0011
2019-02-14 2018-12-31 13F NATIONAL HEALTH INVS COM 63633D104 50,506 8,333 19.76 3,815 19.67 0.0017
2018-11-14 2018-09-30 13F NATIONAL HEALTH INVS COM 63633D104 42,173 8,099 23.77 3,188 26.96 0.0013
2018-08-14 2018-06-30 13F NATIONAL HEALTH INVS COM 63633D104 34,074 -35,930 -51.33 2,511 -46.69 0.0011
2018-05-15 2018-03-31 13F NATIONAL HEALTH INVS COM 63633D104 70,004 714 1.03 4,710 -9.82 0.0020
2018-02-14 2017-12-31 13F NATIONAL HEALTH INVS COM 63633D104 69,290 19,013 37.82 5,223 34.41 0.0021
2017-11-14 2017-09-30 13F NATIONAL HEALTH INVS COM 63633D104 50,277 9,047 21.94 3,886 19.02 0.0018
2017-11-14 2017-06-30 13F/A-1 NATIONAL HEALTH INVS COM 63633D104 41,230 -2,171 -5.00 3,265 3.59 0.0017
2017-08-14 2017-06-30 13F NATIONAL HEALTH INVS COM 63633D104 41,230 -2,171 3,265
2017-11-14 2017-03-31 13F/A-1 NATIONAL HEALTH INVS COM 63633D104 43,401 15,918 57.92 3,152 54.59 0.0017
2017-05-12 2017-03-31 13F NATIONAL HEALTH INVS COM 63633D104 43,401 15,918 3,152
2017-02-14 2016-12-31 13F NATIONAL HEALTH INVS COM 63633D104 27,483 4,779 21.05 2,039 14.49 0.0011
2016-11-14 2016-09-30 13F NATIONAL HEALTH INVS COM 63633D104 22,704 -12,475 -35.46 1,781 -32.59 0.0011
2016-08-12 2016-06-30 13F NATIONAL HEALTH INVS COM 63633D104 35,179 -3,605 -9.30 2,642 2.40 0.0017
2016-05-12 2016-03-31 13F NATIONAL HEALTH INVS COM 63633D104 38,784 -2,884 -6.92 2,580 1.69 0.0017
2016-02-16 2015-12-31 13F NATIONAL HEALTH INVS COM 63633D104 41,668 67 0.16 2,537 6.06 0.0016
2015-11-13 2015-09-30 13F NATIONAL HEALTH INVS COM 63633D104 41,601 -181 -0.43 2,392 -8.14 0.0017
2015-08-14 2015-06-30 13F NATIONAL HEALTH INVS COM 63633D104 41,782 2,316 5.87 2,604 -7.07 0.0017
2015-05-14 2015-03-31 13F NATIONAL HEALTH INVS COM 63633D104 39,466 25 0.06 2,802 1.52 0.0019
2015-02-17 2014-12-31 13F NATIONAL HEALTH INVS COM 63633D104 39,441 39,441 2,760 0.0019
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.