Allworth Financial’s National Health Investors NHI Stock Holding History

Allworth Financial’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	$42.2K	Sell	554 -6	-1%	-$459	﹤0.01%	2637
2026 Q1	$45.3K	Buy	560 +44	+9%	+$3.66K	﹤0.01%	2401
2025 Q4	$39.4K	Sell	516 -5	-1%	-$383	﹤0.01%	2348
2025 Q3	$41.4K	Sell	521 -34	-6%	-$2.54K	﹤0.01%	2230
2025 Q2	$38.9K	Buy	555 +56	+11%	+$4.1K	﹤0.01%	2097
2025 Q1	$37.6K	Sell	499 -34	-6%	-$2.4K	﹤0.01%	1698
2024 Q4	$36.5K	Buy	533 +45	+9%	+$3.42K	﹤0.01%	1742
2024 Q3	$41K	Hold	488	–	–	﹤0.01%	1496
2024 Q2	$35.2K	Hold	488	–	–	﹤0.01%	1545
2024 Q1	$30.7K	Hold	488	–	–	﹤0.01%	1531
2023 Q4	$27.3K	Buy	488 +30	+7%	+$1.59K	﹤0.01%	1471
2023 Q3	$23.5K	Sell	458 -44	-9%	-$2.3K	﹤0.01%	1426
2023 Q2	$26.3K	Buy	502 +18	+4%	+$928	﹤0.01%	1382
2023 Q1	$25K	Buy	484 +26	+6%	+$1.42K	﹤0.01%	1335
2022 Q4	$23.9K	Sell	458 -35	-7%	-$1.92K	﹤0.01%	1277
2022 Q3	$28K	Buy	493 +13	+3%	+$819	﹤0.01%	1168
2022 Q2	$29K	Hold	480	–	–	﹤0.01%	1097
2022 Q1	$28K	Sell	480 -320	-40%	-$18.2K	﹤0.01%	1112
2021 Q4	$46K	Buy	800 +70	+10%	+$3.87K	﹤0.01%	865
2021 Q3	$39K	Buy	730 +430	+143%	+$26.9K	﹤0.01%	841
2021 Q2	$20K	Hold	300	–	–	﹤0.01%	857
2021 Q1	$22K	Hold	300	–	–	﹤0.01%	765
2020 Q4	$21K	Sell	300 -100	-25%	-$6.36K	﹤0.01%	666
2020 Q3	$24K	Hold	400	–	–	﹤0.01%	541
2020 Q2	$24K	Buy	400 +100	+33%	+$5.49K	﹤0.01%	549
2020 Q1	$15K	Hold	300	–	–	﹤0.01%	613
2019 Q4	$24K	Hold	300	–	–	﹤0.01%	492
2019 Q3	$25K	Hold	300	–	–	﹤0.01%	419
2019 Q2	$23K	Hold	300	–	–	﹤0.01%	439
2019 Q1	$24K	Hold	300	–	–	﹤0.01%	430
2018 Q4	$23K	Hold	300	–	–	﹤0.01%	383
2018 Q3	$23K	Buy	+300	New	+$22.9K	﹤0.01%	405

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

Allworth Financial's NHI Position: Q2 2026 in Review

Allworth Financial reduced its National Health Investors (NHI) stake by 1.1% in Q2 2026, selling an estimated $459 and leaving 554 shares worth $42.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2637.

Allworth Financial first reported a position in NHI in Q3 2018 and has held it in 32 quarters since. The position peaked at $46K in Q4 2021. 303 funds tracked by Wall St. Rank hold NHI as of Q2 2026.

Allworth Financial held 554 shares of National Health Investors worth $42.2K as of Q2 2026.
Allworth Financial sold 6 National Health Investors shares in Q2 2026, an estimated $459.
National Health Investors made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2637 holding.
Allworth Financial first reported a position in National Health Investors in Q3 2018 and has held it in 32 quarters since.
Allworth Financial's National Health Investors position peaked at $46K in Q4 2021.
303 funds tracked by Wall St. Rank held National Health Investors as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.