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Bailard’s National Health Investors NHI Stock Holding History

Bailard’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 		$639K Sell
7,900
-2,600
-25% -$217K 0.01% 436
2025
Q4 		$802K Buy
+10,500
New +$805K 0.02% 364
2025
Q3 		– Sell
-10,300
Closed -$722K – 847
2025
Q2 		$722K Buy
10,300
+425
+4% +$31.1K 0.02% 392
2025
Q1 		$729K Buy
+9,875
New +$696K 0.02% 365
2023
Q3 		– Sell
-4,400
Closed -$231K – 752
2023
Q2 		$231K Buy
+4,400
New +$227K 0.01% 590

Other funds holding NHI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM