Albert D. Mason Inc’s National Health Investors NHI Stock Holding History

Albert D. Mason Inc’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	$342K	Hold	4,489	–	–	0.19%	106
2026 Q1	$363K	Sell	4,489 -34	-0.8%	-$2.83K	0.24%	99
2025 Q4	$345K	Buy	4,523 +28	+0.6%	+$2.15K	0.23%	103
2025 Q3	$357K	Sell	4,495 -16	-0.4%	-$1.2K	0.23%	103
2025 Q2	$316K	Buy	4,511 +52	+1%	+$3.81K	0.23%	110
2025 Q1	$329K	Buy	4,459 +901	+25%	+$63.5K	0.22%	110
2024 Q4	$247K	Buy	3,558 +17	+0.5%	+$1.29K	0.16%	127
2024 Q3	$298K	Buy	3,541 +66	+2%	+$5.09K	0.19%	125
2024 Q2	$235K	Buy	3,475 +80	+2%	+$5.13K	0.16%	131
2024 Q1	$213K	Buy	+3,395	New	+$192K	0.13%	142

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

Albert D. Mason Inc's NHI Position: Q2 2026 in Review

Albert D. Mason Inc held its National Health Investors (NHI) position steady in Q2 2026 at 4,489 shares worth $342K. The position accounts for 0.19% of the portfolio, ranked #106.

Albert D. Mason Inc first reported a position in NHI in Q1 2024 and has held it in 10 quarters since. The position peaked at $363K in Q1 2026. 304 funds tracked by Wall St. Rank hold NHI as of Q2 2026.

Albert D. Mason Inc held 4,489 shares of National Health Investors worth $342K as of Q2 2026.
Albert D. Mason Inc left its National Health Investors share count unchanged in Q2 2026.
National Health Investors made up 0.19% of Albert D. Mason Inc's portfolio in Q2 2026, its #106 holding.
Albert D. Mason Inc first reported a position in National Health Investors in Q1 2024 and has held it in 10 quarters since.
Albert D. Mason Inc's National Health Investors position peaked at $363K in Q1 2026.
304 funds tracked by Wall St. Rank held National Health Investors as of Q2 2026.

Based on Albert D. Mason Inc's 13F filing for Q2 2026, filed 22 Jul 2026.