Allworth Financial’s National Health Investors NHI Stock Holding History
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
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. 304 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.
- 304 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.