NHI β€” National Health Investors

Ownership history in Morgan Stanley Institutional Investment Advisors LLC  Β·  1 quarter on record

AI Ownership Summary

Morgan Stanley Institutional Investment Advisors LLC reported National Health Investors (NHI) in 1 quarterly 13F filing from 2025 Q4 through 2025 Q4. Peak portfolio weight reached 0.62% in 2025 Q4. The latest visible filing shows NHI at 0.62% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this NHI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Morgan Stanley Institutional Investment Advisors LLC's position in National Health Investors, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

NHI was reported at 0.62% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.62% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Morgan Stanley Institutional Investment Advisors LLC held NHI β€” position size vs. price
% of Fund (quarterly)    NHI price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 INITIATED 77,029 β€” β€” 0.62% $5.9M 2026-02-14 (Est.) $88.31

🏒 Other funds also holding NHI

As of 2026 Q1 β€” sorted by position size

Pensionfund Sabic 3Y 7Y 0.34% Pensionfund PDN 3Y 7Y 0.33% NorthAvenue LLC 0.0% Ares Financial Consulting, LLC 0.0%

FAQ About Morgan Stanley Institutional Investment Advisors LLC and NHI

These are the practical questions this page is built to answer before you even open the full history table.

How long has Morgan Stanley Institutional Investment Advisors LLC reported owning NHI?

Morgan Stanley Institutional Investment Advisors LLC reported NHI across 1 quarterly 13F filings, from 2025 Q4 through 2025 Q4.

What was the largest reported NHI position in Morgan Stanley Institutional Investment Advisors LLC's portfolio?

The largest reported portfolio weight for NHI was 0.62% in 2025 Q4.

What is the latest reported NHI position on this page?

The most recent filing on this page is 2025 Q4, when Morgan Stanley Institutional Investment Advisors LLC reported 77,029 shares, equal to 0.62% of portfolio, with an estimated market value of $5.9M.

What does the chart on this NHI ownership page compare?

The chart compares Morgan Stanley Institutional Investment Advisors LLC's quarterly NHI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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