Arax Advisory Partners’s National Health Investors NHI Stock Holding History

Arax Advisory Partners’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	$50.3K	Buy	659 +605	+1,120%	+$46.3K	﹤0.01%	3258
2026 Q1	$4.37K	Sell	54 -9	-14%	-$750	﹤0.01%	2850
2025 Q4	$4.81K	Sell	63 -544	-90%	-$41.7K	﹤0.01%	2879
2025 Q3	$48.3K	Buy	607 +600	+8,571%	+$44.9K	﹤0.01%	1850
2025 Q2	$491	Sell	7 -7	-50%	-$513	﹤0.01%	2933
2025 Q1	$1.03K	Sell	14 -77	-85%	-$5.43K	﹤0.01%	2294
2024 Q4	$6.31K	Hold	91	–	–	﹤0.01%	1660
2024 Q3	$7.65K	Sell	91 -6	-6%	-$462	﹤0.01%	1526
2024 Q2	$6.57K	Buy	97 +84	+646%	+$5.39K	﹤0.01%	1468
2024 Q1	$817	Hold	13	–	–	﹤0.01%	1183
2023 Q4	$727	Hold	13	–	–	﹤0.01%	1177
2023 Q3	$668	Hold	13	–	–	﹤0.01%	1203
2023 Q2	$682	Hold	13	–	–	﹤0.01%	1166
2023 Q1	$671	Hold	13	–	–	﹤0.01%	1154
2022 Q4	$679	Hold	13	–	–	﹤0.01%	1137
2022 Q3	$1K	Hold	13	–	–	﹤0.01%	1119
2022 Q2	$1K	Hold	13	–	–	﹤0.01%	1082
2022 Q1	$1K	Hold	13	–	–	﹤0.01%	1060
2021 Q4	$1K	Buy	+13	New	+$719	﹤0.01%	1045

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

Arax Advisory Partners's NHI Position: Q2 2026 in Review

Arax Advisory Partners increased its National Health Investors (NHI) stake by 1,120% in Q2 2026, buying an estimated $46.3K and bringing the position to 659 shares worth $50.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3258.

Arax Advisory Partners first reported a position in NHI in Q4 2021 and has held it in 19 quarters since. 303 funds tracked by Wall St. Rank hold NHI as of Q2 2026.

Arax Advisory Partners held 659 shares of National Health Investors worth $50.3K as of Q2 2026.
Arax Advisory Partners bought 605 National Health Investors shares in Q2 2026, an estimated $46.3K.
National Health Investors made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #3258 holding.
Arax Advisory Partners first reported a position in National Health Investors in Q4 2021 and has held it in 19 quarters since.
303 funds tracked by Wall St. Rank held National Health Investors as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.