B
NHI icon

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
Q2 		– Sell
-7,900
Closed -$639K – 822
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

Bailard's NHI Position: Q2 2026 in Review

Bailard sold out of National Health Investors (NHI) in Q2 2026, closing a stake of 7,900 shares — an estimated $639K sold.

Bailard first reported a position in NHI in Q2 2023 and held it in 5 quarters. The position peaked at $802K in Q4 2025. 303 funds tracked by Wall St. Rank hold NHI as of Q2 2026.

  • Bailard reported no remaining National Health Investors position as of Q2 2026 after selling out during the quarter.
  • Bailard sold 7,900 National Health Investors shares in Q2 2026, an estimated $639K.
  • Bailard first reported a position in National Health Investors in Q2 2023 and held it in 5 quarters.
  • Bailard's National Health Investors position peaked at $802K in Q4 2025.
  • 303 funds tracked by Wall St. Rank held National Health Investors as of Q2 2026.

Based on Bailard's 13F filing for Q2 2026, filed 30 Jul 2026.