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Bell Investment Advisors’s National Health Investors NHI Stock Holding History

Bell Investment 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 		$1.83K Hold
24
– – ﹤0.01% 1365
2026
Q1 		$1.94K Hold
24
– – ﹤0.01% 1347
2025
Q4 		$1.83K Hold
24
– – ﹤0.01% 1378
2025
Q3 		$1.91K Sell
24
-55
-70% -$4.12K ﹤0.01% 1354
2025
Q2 		$5.54K Hold
79
– – ﹤0.01% 938
2025
Q1 		$5.83K Hold
79
– – ﹤0.01% 841
2024
Q4 		$5.47K Hold
79
– – ﹤0.01% 885
2024
Q3 		$6.64K Hold
79
– – ﹤0.01% 791
2024
Q2 		$5.35K Hold
79
– – ﹤0.01% 888
2024
Q1 		$4.96K Buy
79
+55
+229% +$3.1K ﹤0.01% 924
2023
Q4 		$1.34K Buy
24
+14
+140% +$741 ﹤0.01% 1487
2023
Q3 		$514 Hold
10
– – ﹤0.01% 1783
2023
Q2 		$525 Buy
10
+1
+11% +$52 ﹤0.01% 1830
2023
Q1 		$465 Buy
+9
New +$491 ﹤0.01% 1861
2022
Q4 		– Sell
-33
Closed -$2K – 1993
2022
Q3 		$2K Sell
33
-12
-27% -$756 ﹤0.01% 1162
2022
Q2 		$3K Buy
+45
New +$2.56K ﹤0.01% 980
2021
Q4 		$1K Buy
20
+5
+33% +$277 ﹤0.01% 1524
2021
Q3 		$1K Buy
+15
New +$937 ﹤0.01% 1476

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 $3.38T AUM 44.17% 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
Nomura Asset Management International
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

Bell Investment Advisors's NHI Position: Q2 2026 in Review

Bell Investment Advisors held its National Health Investors (NHI) position steady in Q2 2026 at 24 shares worth $1.83K. The position accounts for ﹤0.01% of the portfolio, ranked #1365.

Bell Investment Advisors first reported a position in NHI in Q3 2021 and has held it in 18 quarters since. The position peaked at $6.64K in Q3 2024. 304 funds tracked by Wall St. Rank hold NHI as of Q2 2026.

  • Bell Investment Advisors held 24 shares of National Health Investors worth $1.83K as of Q2 2026.
  • Bell Investment Advisors left its National Health Investors share count unchanged in Q2 2026.
  • National Health Investors made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #1365 holding.
  • Bell Investment Advisors first reported a position in National Health Investors in Q3 2021 and has held it in 18 quarters since.
  • Bell Investment Advisors's National Health Investors position peaked at $6.64K in Q3 2024.
  • 304 funds tracked by Wall St. Rank held National Health Investors as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.