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Basecamp Wealth Advisors’s National Health Investors NHI Stock Holding History

Basecamp Wealth Advisors’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 		$8.39K Sell
110
-20
-15% -$1.53K ﹤0.01% 1051
2026
Q1 		$10.5K Sell
130
-16
-11% -$1.33K ﹤0.01% 1009
2025
Q4 		$11.2K Buy
+146
New +$11.2K ﹤0.01% 936

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

Basecamp Wealth Advisors's NHI Position: Q2 2026 in Review

Basecamp Wealth Advisors reduced its National Health Investors (NHI) stake by 15% in Q2 2026, selling an estimated $1.53K and leaving 110 shares worth $8.39K. The position accounts for ﹤0.01% of the portfolio, ranked #1051.

Basecamp Wealth Advisors first reported a position in NHI in Q4 2025 and has held it in 3 quarters since. The position peaked at $11.2K in Q4 2025. 303 funds tracked by Wall St. Rank hold NHI as of Q2 2026.

  • Basecamp Wealth Advisors held 110 shares of National Health Investors worth $8.39K as of Q2 2026.
  • Basecamp Wealth Advisors sold 20 National Health Investors shares in Q2 2026, an estimated $1.53K.
  • National Health Investors made up ﹤0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #1051 holding.
  • Basecamp Wealth Advisors first reported a position in National Health Investors in Q4 2025 and has held it in 3 quarters since.
  • Basecamp Wealth Advisors's National Health Investors position peaked at $11.2K in Q4 2025.
  • 303 funds tracked by Wall St. Rank held National Health Investors as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.