Baird Financial Group
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Baird Financial Group’s National Health Investors NHI Stock Holding History

Baird Financial Group’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 		$401K Sell
5,258
-292
-5% -$22.4K ﹤0.01% 1629
2026
Q1 		$449K Sell
5,550
-53
-0.9% -$4.41K ﹤0.01% 1513
2025
Q4 		$428K Sell
5,603
-147
-3% -$11.3K ﹤0.01% 1528
2025
Q3 		$457K Buy
5,750
+200
+4% +$15K ﹤0.01% 1500
2025
Q2 		$389K Hold
5,550
– – ﹤0.01% 1502
2025
Q1 		$410K Hold
5,550
– – ﹤0.01% 1450
2024
Q4 		$385K Buy
+5,550
New +$422K ﹤0.01% 1471

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

Baird Financial Group's NHI Position: Q2 2026 in Review

Baird Financial Group reduced its National Health Investors (NHI) stake by 5.3% in Q2 2026, selling an estimated $22.4K and leaving 5,258 shares worth $401K. The position accounts for ﹤0.01% of the portfolio, ranked #1629.

Baird Financial Group first reported a position in NHI in Q4 2024 and has held it in 7 quarters since. The position peaked at $457K in Q3 2025. 303 funds tracked by Wall St. Rank hold NHI as of Q2 2026.

  • Baird Financial Group held 5,258 shares of National Health Investors worth $401K as of Q2 2026.
  • Baird Financial Group sold 292 National Health Investors shares in Q2 2026, an estimated $22.4K.
  • National Health Investors made up ﹤0.01% of Baird Financial Group's portfolio in Q2 2026, its #1629 holding.
  • Baird Financial Group first reported a position in National Health Investors in Q4 2024 and has held it in 7 quarters since.
  • Baird Financial Group's National Health Investors position peaked at $457K in Q3 2025.
  • 303 funds tracked by Wall St. Rank held National Health Investors as of Q2 2026.

Based on Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.