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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

Albert D. Mason Inc's NHI Position: Q1 2026 in Review

Albert D. Mason Inc reduced its National Health Investors (NHI) stake by 0.75% in Q1 2026, selling an estimated $2.83K and leaving 4,489 shares worth $363K. The position accounts for 0.24% of the portfolio, ranked #99.

Albert D. Mason Inc first reported a position in NHI in Q1 2024 and has held it in 9 quarters since. 318 funds tracked by Wall St. Rank hold NHI as of Q1 2026.

  • Albert D. Mason Inc held 4,489 shares of National Health Investors worth $363K as of Q1 2026.
  • Albert D. Mason Inc sold 34 National Health Investors shares in Q1 2026, an estimated $2.83K.
  • National Health Investors made up 0.24% of Albert D. Mason Inc's portfolio in Q1 2026, its #99 holding.
  • Albert D. Mason Inc first reported a position in National Health Investors in Q1 2024 and has held it in 9 quarters since.
  • 318 funds tracked by Wall St. Rank held National Health Investors as of Q1 2026.

Based on Albert D. Mason Inc's 13F filing for Q1 2026, filed 15 Apr 2026.