Land & Buildings Investment Management, LLC: NATIONAL HEALTH INVS INC (NHI): Quarterly 13F Position History
As of Q1 2026, Land & Buildings Investment Management, LLC reported 587,247 shares of NATIONAL HEALTH INVS INC (NHI), worth $47.5M and representing 8.0% of its 13F equity book. Quarter-over-quarter share count change: + 174,114 (+42.1%) . The position first appeared in Q3 2023 and has been disclosed across 11 13F-HR filings in Pactolio's tracked window.
- 587,247Shares Held (Latest Filing)
- $47.5MReported Market Value (Latest Filing)
- 8.0%Portfolio Weight (% of 13F Equity Book)
- +174,114Quarter-over-Quarter Share Change
- +$15.9MQuarter-over-Quarter Value Change
- 587,247Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 11 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 587,247 | +174,114 | +42.1% | $47.5M | 8.0% | $80.9 |
| Q4 2025 | 413,133 | 22,733 | -5.2% | $31.6M | 5.2% | $76.4 |
| Q3 2025 | 435,866 | 24,100 | -5.2% | $34.7M | 6.4% | $79.5 |
| Q2 2025 | 459,966 | 126,980 | -21.6% | $32.3M | 6.4% | $70.1 |
| Q1 2025 | 586,946 | +119,890 | +25.7% | $43.4M | 9.2% | $73.9 |
| Q4 2024 | 467,056 | +243,999 | +109.4% | $32.4M | 6.6% | $69.3 |
| Q3 2024 | 223,057 | 194,777 | -46.6% | $18.8M | 3.8% | $84.1 |
| Q2 2024 | 417,834 | +18,232 | +4.6% | $28.3M | 6.7% | $67.7 |
| Q1 2024 | 399,602 | 12,450 | -3.0% | $25.1M | 5.5% | $62.8 |
| Q4 2023 | 412,052 | +185,377 | +81.8% | $23.0M | 5.3% | $55.9 |
| Q3 2023 | 226,675 | — | — | $11.6M | 2.6% | $51.4 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did Land & Buildings Investment Management, LLC first disclose a NHI position in 13F-HR filings?
Land & Buildings Investment Management, LLC first reported NATIONAL HEALTH INVS INC (NHI) on its 13F-HR filing for the period ending 2023-09-30 (Q3 2023). The position has appeared on 11 reported quarters within Pactolio's tracked window.
What was Land & Buildings Investment Management, LLC's most recent quarter-over-quarter share-count change in NHI?
Between Q4 2025 and Q1 2026, Land & Buildings Investment Management, LLC added 174,114 shares of NHI (+42.1%), bringing the total reported position to 587,247 shares at a market value of $47.5M.
Does the implied price-per-share represent Land & Buildings Investment Management, LLC's cost basis in NHI?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.