NHI — National Health Invs Inc Com Institutional Holders · Q3 2026
Who owns National Health Invs Inc Com (NHI)? 11 institutions reported holding $13.39M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Sound Income Strategies, LLC ($10.3M), Pensionfund DSM Netherlands ($1.2M), Moody National Bank Trust Division ($855,225).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Sound Income Strategies, LLC | $10.3M | 159,225 | Trimmed |
| 2 | Pensionfund DSM Netherlands | $1.2M | 19,000 | Added |
| 3 | MOODY NATIONAL BANK TRUST DIVISION | $855,225 | 13,031 | Added |
| 4 | Pensionfund Sabic | $604,000 | 9,200 | Added |
| 5 | Trust Co | $260,485 | 3,969 | Hold |
| 6 | Farther Finance Advisors, LLC | $70,379 | 1,072 | Added |
| 7 | GAMMA Investing LLC | $39,575 | 603 | Added |
| 8 | Versant Capital Management, Inc | $27,236 | 415 | Added |
| 9 | MassMutual Private Wealth & Trust, FSB | $2,756 | 42 | New |
| 10 | CoreCap Advisors, LLC | $459 | 7 | New |
| 11 | CapWealth Advisors, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30