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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

Bell Investment Advisors's NHI Position: Q1 2026 in Review

Bell Investment Advisors held its National Health Investors (NHI) position steady in Q1 2026 at 24 shares worth $1.94K. The position accounts for ﹤0.01% of the portfolio, ranked #1347.

Bell Investment Advisors first reported a position in NHI in Q3 2021 and has held it in 17 quarters since. The position peaked at $6.64K in Q3 2024. 318 funds tracked by Wall St. Rank hold NHI as of Q1 2026.

Bell Investment Advisors held 24 shares of National Health Investors worth $1.94K as of Q1 2026.
Bell Investment Advisors left its National Health Investors share count unchanged in Q1 2026.
National Health Investors made up ﹤0.01% of Bell Investment Advisors's portfolio in Q1 2026, its #1347 holding.
Bell Investment Advisors first reported a position in National Health Investors in Q3 2021 and has held it in 17 quarters since.
Bell Investment Advisors's National Health Investors position peaked at $6.64K in Q3 2024.
318 funds tracked by Wall St. Rank held National Health Investors as of Q1 2026.

Based on Bell Investment Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.