Action Point Financial Planning’s National Health Investors NHI Stock Holding History

Action Point Financial Planning’s Portfolio NHI Stock Details NHI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.21K	Buy	+30	New	+$2.3K	﹤0.01%	2214

Other funds holding NHI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

Action Point Financial Planning's NHI Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in National Health Investors (NHI) in Q2 2026: 30 shares worth $2.21K. The stake represents ﹤0.01% of the portfolio and ranks #2214 among its holdings.

297 funds tracked by Wall St. Rank hold NHI as of Q2 2026.

Action Point Financial Planning held 30 shares of National Health Investors worth $2.21K as of Q2 2026.
National Health Investors was a new Action Point Financial Planning position in Q2 2026.
National Health Investors made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2214 holding.
297 funds tracked by Wall St. Rank held National Health Investors as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.