BPA
NHI icon

Beacon Pointe Advisors’s National Health Investors NHI Stock Holding History

Beacon Pointe 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 		$8.54M Buy
112,016
+28,089
+33% +$2.15M 0.04% 385
2026
Q1 		$6.79M Buy
+83,927
New +$6.99M 0.04% 400

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

Beacon Pointe Advisors's NHI Position: Q2 2026 in Review

Beacon Pointe Advisors increased its National Health Investors (NHI) stake by 33% in Q2 2026, buying an estimated $2.15M and bringing the position to 112,016 shares worth $8.54M. The position accounts for 0.04% of the portfolio, ranked #385.

Beacon Pointe Advisors first reported a position in NHI in Q1 2026 and has held it in 2 quarters since. 303 funds tracked by Wall St. Rank hold NHI as of Q2 2026.

  • Beacon Pointe Advisors held 112,016 shares of National Health Investors worth $8.54M as of Q2 2026.
  • Beacon Pointe Advisors bought 28,089 National Health Investors shares in Q2 2026, an estimated $2.15M.
  • National Health Investors made up 0.04% of Beacon Pointe Advisors's portfolio in Q2 2026, its #385 holding.
  • Beacon Pointe Advisors first reported a position in National Health Investors in Q1 2026 and has held it in 2 quarters since.
  • 303 funds tracked by Wall St. Rank held National Health Investors as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.