National Health Investors
About: National Health Investors Inc is a housing and medical facility REIT. The company operates through two reportable segments i.e. Real Estate Investments and Senior Housing Operating Portfolio. The Real Estate Investments segment consists of real estate investments and leases, mortgages, and other notes receivables in independent living facilities, assisted living facilities, entrance-fee communities, senior living campuses, skilled nursing facilities, and a hospital. The SHOP segment is comprised of two ventures that own the operations of independent living facilities. The company's revenues are derived from rental income, mortgage and other notes receivable interest income, and resident fees and services.
Employees: 26
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
325% more first-time investments, than exits
New positions opened: 68 | Existing positions closed: 16
67% more call options, than puts
Call options by funds: $815K | Put options by funds: $488K
32% more capital invested
Capital invested by funds: $1.88B [Q2] → $2.49B (+$603M) [Q3]
22% more funds holding
Funds holding: 227 [Q2] → 278 (+51) [Q3]
0.54% more ownership
Funds ownership: 64.05% [Q2] → 64.59% (+0.54%) [Q3]
9% less repeat investments, than reductions
Existing positions increased: 82 | Existing positions reduced: 90
50% less funds holding in top 10
Funds holding in top 10: 2 [Q2] → 1 (-1) [Q3]
Research analyst outlook
1 Wall Street Analyst provided 1 year price targets over the past 3 months
1 analyst rating
Truist Securities Michael Lewis 58% 1-year accuracy 22 / 38 met price target | 6%upside $72 | Hold Maintained | 23 Dec 2024 |
Financial journalist opinion
Based on 4 articles about NHI published over the past 30 days