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Algert Global’s National Health Investors NHI Stock Holding History

Algert Global’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 		$19M Buy
248,865
+103,285
+71% +$7.91M 0.23% 101
2026
Q1 		$11.8M Buy
145,580
+137,070
+1,611% +$11.4M 0.18% 161
2025
Q4 		$650K Buy
8,510
+1,590
+23% +$122K 0.01% 913
2025
Q3 		$550K Buy
+6,920
New +$518K 0.01% 916
2024
Q3 		– Sell
-9,273
Closed -$628K – 1439
2024
Q2 		$628K Buy
+9,273
New +$595K 0.02% 824
2019
Q1 		– Sell
-13,990
Closed -$1.06M – 367
2018
Q4 		$1.06M Buy
13,990
+5,580
+66% +$420K 0.29% 116
2018
Q3 		$636K Buy
+8,410
New +$642K 0.14% 223

Other funds holding NHI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

Algert Global's NHI Position: Q2 2026 in Review

Algert Global increased its National Health Investors (NHI) stake by 71% in Q2 2026, buying an estimated $7.91M and bringing the position to 248,865 shares worth $19M. The position accounts for 0.23% of the portfolio, ranked #101.

Algert Global first reported a position in NHI in Q3 2018 and has held it in 7 quarters since. 297 funds tracked by Wall St. Rank hold NHI as of Q2 2026.

  • Algert Global held 248,865 shares of National Health Investors worth $19M as of Q2 2026.
  • Algert Global bought 103,285 National Health Investors shares in Q2 2026, an estimated $7.91M.
  • National Health Investors made up 0.23% of Algert Global's portfolio in Q2 2026, its #101 holding.
  • Algert Global first reported a position in National Health Investors in Q3 2018 and has held it in 7 quarters since.
  • 297 funds tracked by Wall St. Rank held National Health Investors as of Q2 2026.

Based on Algert Global's 13F filing for Q2 2026, filed 13 Aug 2026.