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Beacon Investment Advisory Services’s National Health Investors NHI Stock Holding History

Beacon Investment Advisory Services’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 		– Sell
-1,400
Closed -$113K – 834
2026
Q1 		$113K Buy
+1,400
New +$117K ﹤0.01% 315

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Principal Financial Group
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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

Beacon Investment Advisory Services's NHI Position: Q2 2026 in Review

Beacon Investment Advisory Services sold out of National Health Investors (NHI) in Q2 2026, closing a stake of 1,400 shares — an estimated $113K sold.

Beacon Investment Advisory Services first reported a position in NHI in Q1 2026 and held it in 1 quarter. The position peaked at $113K in Q1 2026. 297 funds tracked by Wall St. Rank hold NHI as of Q2 2026.

  • Beacon Investment Advisory Services reported no remaining National Health Investors position as of Q2 2026 after selling out during the quarter.
  • Beacon Investment Advisory Services sold 1,400 National Health Investors shares in Q2 2026, an estimated $113K.
  • Beacon Investment Advisory Services first reported a position in National Health Investors in Q1 2026 and held it in 1 quarter.
  • Beacon Investment Advisory Services's National Health Investors position peaked at $113K in Q1 2026.
  • 297 funds tracked by Wall St. Rank held National Health Investors as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.