Aviance Capital Partners’s National Health Investors NHI Stock Holding History

Aviance Capital 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	$381K	Buy	4,992 +68	+1%	+$5.21K	0.04%	295
2026 Q1	$398K	Sell	4,924 -190	-4%	-$15.8K	0.05%	268
2025 Q4	$391K	Sell	5,114 -521	-9%	-$40K	0.05%	268
2025 Q3	$448K	Buy	5,635 +410	+8%	+$30.7K	0.05%	255
2025 Q2	$366K	Buy	5,225 +189	+4%	+$13.8K	0.05%	262
2025 Q1	$372K	Buy	5,036 +706	+16%	+$49.8K	0.05%	249
2024 Q4	$300K	Buy	4,330 +542	+14%	+$41.2K	0.04%	263
2024 Q3	$318K	Buy	3,788 +221	+6%	+$17K	0.04%	266
2024 Q2	$242K	Buy	+3,567	New	+$229K	0.03%	290

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

Aviance Capital Partners's NHI Position: Q2 2026 in Review

Aviance Capital Partners increased its National Health Investors (NHI) stake by 1.4% in Q2 2026, buying an estimated $5.21K and bringing the position to 4,992 shares worth $381K. The position accounts for 0.04% of the portfolio, ranked #295.

Aviance Capital Partners first reported a position in NHI in Q2 2024 and has held it in 9 quarters since. The position peaked at $448K in Q3 2025. 303 funds tracked by Wall St. Rank hold NHI as of Q2 2026.

Aviance Capital Partners held 4,992 shares of National Health Investors worth $381K as of Q2 2026.
Aviance Capital Partners bought 68 National Health Investors shares in Q2 2026, an estimated $5.21K.
National Health Investors made up 0.04% of Aviance Capital Partners's portfolio in Q2 2026, its #295 holding.
Aviance Capital Partners first reported a position in National Health Investors in Q2 2024 and has held it in 9 quarters since.
Aviance Capital Partners's National Health Investors position peaked at $448K in Q3 2025.
303 funds tracked by Wall St. Rank held National Health Investors as of Q2 2026.

Based on Aviance Capital Partners's 13F filing for Q2 2026, filed 31 Jul 2026.