Beacon Capital Management LLC (Tennessee)’s National Health Investors NHI Stock Holding History

Beacon Capital Management LLC (Tennessee)’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
2025 Q4	–	Sell	-2,800	Closed	-$223K	–	162
2025 Q3	$223K	Buy	+2,800	New	+$209K	0.03%	125
2022 Q4	–	Sell	-60	Closed	-$4K	–	1031
2022 Q3	$4K	Hold	60	–	–	﹤0.01%	635
2022 Q2	$4K	Hold	60	–	–	﹤0.01%	682
2022 Q1	$4K	Buy	+60	New	+$3.42K	﹤0.01%	683

Other funds holding NHI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s NHI Position: Q4 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of National Health Investors (NHI) in Q4 2025, closing a stake of 2,800 shares — an estimated $223K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in NHI in Q1 2022 and held it in 4 quarters. The position peaked at $223K in Q3 2025. 296 funds tracked by Wall St. Rank hold NHI as of Q4 2025.

Beacon Capital Management LLC (Tennessee) reported no remaining National Health Investors position as of Q4 2025 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 2,800 National Health Investors shares in Q4 2025, an estimated $223K.
Beacon Capital Management LLC (Tennessee) first reported a position in National Health Investors in Q1 2022 and held it in 4 quarters.
Beacon Capital Management LLC (Tennessee)'s National Health Investors position peaked at $223K in Q3 2025.
296 funds tracked by Wall St. Rank held National Health Investors as of Q4 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q4 2025, filed 13 Feb 2026.