Bank of Montreal’s National Health Investors NHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $558K | Buy |
7,318
+4,002
| +121% | +$306K | ﹤0.01% | 2395 |
|
|
2026
Q1 | $268K | Buy |
3,316
+16
| +0.5% | +$1.33K | ﹤0.01% | 2744 |
|
|
2025
Q4 | $252K | Sell |
3,300
-57
| -2% | -$4.37K | ﹤0.01% | 2701 |
|
|
2025
Q3 | $267K | Hold |
3,357
| – | – | ﹤0.01% | 2588 |
|
|
2025
Q2 | $235K | Sell |
3,357
-45,403
| -93% | -$3.33M | ﹤0.01% | 2714 |
|
|
2025
Q1 | $3.6M | Buy |
48,760
+10,457
| +27% | +$738K | ﹤0.01% | 1290 |
|
|
2024
Q4 | $2.65M | Buy |
+38,303
| New | +$2.91M | ﹤0.01% | 1445 |
|
|
2022
Q3 | – | Sell |
-6,518
| Closed | -$405 | – | 4305 |
|
|
2022
Q2 | $405 | Buy |
+6,518
| New | +$371K | ﹤0.01% | 2819 |
|
|
2022
Q1 | – | Sell |
-3,832
| Closed | -$219K | – | 4249 |
|
|
2021
Q4 | $219K | Sell |
3,832
-13,392
| -78% | -$741K | ﹤0.01% | 2925 |
|
|
2021
Q3 | $952K | Buy |
17,224
+3,271
| +23% | +$204K | ﹤0.01% | 2530 |
|
|
2021
Q2 | $938K | Sell |
13,953
-2,220
| -14% | -$155K | ﹤0.01% | 2527 |
|
|
2021
Q1 | $1.21M | Sell |
16,173
-6,947
| -30% | -$485K | ﹤0.01% | 2056 |
|
|
2020
Q4 | $1.51M | Buy |
23,120
+6,279
| +37% | +$399K | ﹤0.01% | 1979 |
|
|
2020
Q3 | $1.05M | Sell |
16,841
-4,897
| -23% | -$302K | ﹤0.01% | 1948 |
|
|
2020
Q2 | $1.23M | Sell |
21,738
-2,035
| -9% | -$112K | ﹤0.01% | 1835 |
|
|
2020
Q1 | $955K | Sell |
23,773
-3,784
| -14% | -$287K | ﹤0.01% | 1722 |
|
|
2019
Q4 | $2.25M | Sell |
27,557
-1,671
| -6% | -$137K | ﹤0.01% | 1818 |
|
|
2019
Q3 | $2.41M | Buy |
29,228
+15,567
| +114% | +$1.27M | ﹤0.01% | 1561 |
|
|
2019
Q2 | $1.07M | Buy |
13,661
+3,551
| +35% | +$276K | ﹤0.01% | 2038 |
|
|
2019
Q1 | $794K | Sell |
10,110
-625
| -6% | -$49.7K | ﹤0.01% | 2104 |
|
|
2018
Q4 | $810K | Buy |
10,735
+1,202
| +13% | +$90.6K | ﹤0.01% | 1975 |
|
|
2018
Q3 | $720K | Sell |
9,533
-32
| -0.3% | -$2.44K | ﹤0.01% | 2147 |
|
|
2018
Q2 | $705K | Sell |
9,565
-151
| -2% | -$10.7K | ﹤0.01% | 2179 |
|
|
2018
Q1 | $654K | Buy |
9,716
+807
| +9% | +$55.2K | ﹤0.01% | 2099 |
|
|
2017
Q4 | $672K | Sell |
8,909
-7
| -0.1% | -$543 | ﹤0.01% | 2148 |
|
|
2017
Q3 | $689K | Buy |
8,916
+1,727
| +24% | +$135K | ﹤0.01% | 2133 |
|
|
2017
Q2 | $569K | Buy |
7,189
+3,869
| +117% | +$293K | ﹤0.01% | 2213 |
|
|
2017
Q1 | $241K | Sell |
3,320
-22
| -0.7% | -$1.61K | ﹤0.01% | 2374 |
|
|
2016
Q4 | $237K | Sell |
3,342
-791
| -19% | -$58.1K | ﹤0.01% | 2424 |
|
|
2016
Q3 | $324K | Buy |
4,133
+813
| +24% | +$64K | ﹤0.01% | 2250 |
|
|
2016
Q2 | $249K | Sell |
3,320
-524
| -14% | -$36.4K | ﹤0.01% | 2368 |
|
|
2016
Q1 | $256K | Buy |
3,844
+364
| +10% | +$22.5K | ﹤0.01% | 2329 |
|
|
2015
Q4 | $212K | Sell |
3,480
-18,044
| -84% | -$1.08M | ﹤0.01% | 2395 |
|
|
2015
Q3 | $1.24M | Buy |
21,524
+6,494
| +43% | +$393K | ﹤0.01% | 1484 |
|
|
2015
Q2 | $937K | Sell |
15,030
-125,959
| -89% | -$8.42M | ﹤0.01% | 1690 |
|
|
2015
Q1 | $10M | Buy |
140,989
+137,590
| +4,048% | +$9.93M | 0.01% | 801 |
|
|
2014
Q4 | $238K | Sell |
3,399
-211
| -6% | -$13.7K | ﹤0.01% | 2406 |
|
|
2014
Q3 | $206K | Sell |
3,610
-564
| -14% | -$35K | ﹤0.01% | 2525 |
|
|
2014
Q2 | $261K | Buy |
4,174
+1,374
| +49% | +$84.7K | ﹤0.01% | 2406 |
|
|
2014
Q1 | $169K | Hold |
2,800
| – | – | ﹤0.01% | 2572 |
|
|
2013
Q4 | $157K | Hold |
2,800
| – | – | ﹤0.01% | 2337 |
|
|
2013
Q3 | $159K | Hold |
2,800
| – | – | ﹤0.01% | 2338 |
|
|
2013
Q2 | $168K | Buy |
+2,800
| New | +$181K | ﹤0.01% | 2260 |
|
Other funds holding NHI
VPM
VCM
NAMI
Bank of Montreal's NHI Position: Q2 2026 in Review
Bank of Montreal increased its National Health Investors (NHI) stake by 121% in Q2 2026, buying an estimated $306K and bringing the position to 7,318 shares worth $558K. The position accounts for ﹤0.01% of the portfolio, ranked #2395.
Bank of Montreal first reported a position in NHI in Q2 2013 and has held it in 43 quarters since. The position peaked at $10M in Q1 2015. 280 funds tracked by Wall St. Rank hold NHI as of Q2 2026.
- Bank of Montreal held 7,318 shares of National Health Investors worth $558K as of Q2 2026.
- Bank of Montreal bought 4,002 National Health Investors shares in Q2 2026, an estimated $306K.
- National Health Investors made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #2395 holding.
- Bank of Montreal first reported a position in National Health Investors in Q2 2013 and has held it in 43 quarters since.
- Bank of Montreal's National Health Investors position peaked at $10M in Q1 2015.
- 280 funds tracked by Wall St. Rank held National Health Investors as of Q2 2026.
Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.