Bank of Montreal’s National Health Investors NHI Stock Holding History

Bank of Montreal’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
2017 Q2	–	Sell	-13,100	Closed	-$951K	–	4238
2017 Q1	$951K	Sell	13,100 -1,500	-10%	-$110K	﹤0.01%	1872
2016 Q4	$1.03M	Hold	14,600	–	–	﹤0.01%	1876
2016 Q3	$1.15M	Buy	14,600 +200	+1%	+$15.7K	﹤0.01%	1761
2016 Q2	$1.08M	Buy	14,400 +200	+1%	+$13.9K	﹤0.01%	1805
2016 Q1	$945K	Buy	+14,200	New	+$877K	﹤0.01%	1778

Other funds holding NHI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

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. 166 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.
166 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.