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AlphaQuest’s National Health Investors NHI Stock Holding History

AlphaQuest’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 		– Sell
-1,838
Closed -$140K – 1337
2025
Q4 		$140K Sell
1,838
-2,021
-52% -$155K 0.01% 1599
2025
Q3 		$307K Sell
3,859
-9,964
-72% -$746K 0.02% 1143
2025
Q2 		$969K Buy
13,823
+1,784
+15% +$131K 0.1% 302
2025
Q1 		$889K Buy
12,039
+2,399
+25% +$169K 0.1% 315
2024
Q4 		$668K Buy
9,640
+6,903
+252% +$525K 0.09% 364
2024
Q3 		$230K Buy
+2,737
New +$211K 0.02% 1012

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

AlphaQuest's NHI Position: Q1 2026 in Review

AlphaQuest sold out of National Health Investors (NHI) in Q1 2026, closing a stake of 1,838 shares — an estimated $140K sold.

AlphaQuest first reported a position in NHI in Q3 2024 and held it in 6 quarters. The position peaked at $969K in Q2 2025. 319 funds tracked by Wall St. Rank hold NHI as of Q1 2026.

  • AlphaQuest reported no remaining National Health Investors position as of Q1 2026 after selling out during the quarter.
  • AlphaQuest sold 1,838 National Health Investors shares in Q1 2026, an estimated $140K.
  • AlphaQuest first reported a position in National Health Investors in Q3 2024 and held it in 6 quarters.
  • AlphaQuest's National Health Investors position peaked at $969K in Q2 2025.
  • 319 funds tracked by Wall St. Rank held National Health Investors as of Q1 2026.

Based on AlphaQuest's 13F filing for Q1 2026.