Belleair Asset Management’s National Health Investors NHI Stock Holding History

Belleair Asset Management’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	$359K	Hold	4,706	–	–	0.3%	56
2026 Q1	$381K	Hold	4,706	–	–	0.35%	56
2025 Q4	$359K	Buy	+4,706	New	+$361K	0.34%	57

Other funds holding NHI

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

WIC

Woodmont Investment Counsel Nashville, Tennessee $1.83B AUM 25.91% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

JBC

Jefferson Bridge Capital Nashville, Tennessee $115M AUM

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

LDB

Lee, Danner & Bass Nashville, Tennessee $1.73B AUM 36.69% 1-Year Est. Return

Belleair Asset Management's NHI Position: Q2 2026 in Review

Belleair Asset Management held its National Health Investors (NHI) position steady in Q2 2026 at 4,706 shares worth $359K. The position accounts for 0.3% of the portfolio, ranked #56.

Belleair Asset Management first reported a position in NHI in Q4 2025 and has held it in 3 quarters since. The position peaked at $381K in Q1 2026. 108 funds tracked by Wall St. Rank hold NHI as of Q2 2026.

Belleair Asset Management held 4,706 shares of National Health Investors worth $359K as of Q2 2026.
Belleair Asset Management left its National Health Investors share count unchanged in Q2 2026.
National Health Investors made up 0.3% of Belleair Asset Management's portfolio in Q2 2026, its #56 holding.
Belleair Asset Management first reported a position in National Health Investors in Q4 2025 and has held it in 3 quarters since.
Belleair Asset Management's National Health Investors position peaked at $381K in Q1 2026.
108 funds tracked by Wall St. Rank held National Health Investors as of Q2 2026.

Based on Belleair Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.