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

Benchmark 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	$381K	Hold	5,000	–	–	0.17%	61
2026 Q1	$404K	Buy	+5,000	New	+$416K	0.24%	59
2025 Q3	$398K	Buy	+5,000	New	+$374K	0.23%	59
2025 Q1	$369K	Hold	5,000	–	–	0.24%	71
2024 Q4	$347K	Hold	5,000	–	–	0.23%	69
2024 Q3	$420K	Hold	5,000	–	–	0.3%	62
2024 Q2	$339K	Hold	5,000	–	–	0.25%	70
2024 Q1	$314K	Hold	5,000	–	–	0.25%	73
2023 Q4	$279K	Hold	5,000	–	–	0.26%	73
2023 Q3	$257K	Hold	5,000	–	–	0.26%	74
2023 Q2	$262K	Hold	5,000	–	–	0.24%	79
2023 Q1	$258K	Hold	5,000	–	–	0.26%	79
2022 Q4	$261K	Hold	5,000	–	–	0.28%	86
2022 Q3	$283K	Hold	5,000	–	–	0.3%	81
2022 Q2	$303K	Hold	5,000	–	–	0.32%	82
2022 Q1	$295K	Hold	5,000	–	–	0.22%	110
2021 Q4	$287K	Buy	+5,000	New	+$277K	0.24%	84

Other funds holding NHI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

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

Benchmark Investment Advisors held its National Health Investors (NHI) position steady in Q2 2026 at 5,000 shares worth $381K. The position accounts for 0.17% of the portfolio, ranked #61.

Benchmark Investment Advisors first reported a position in NHI in Q4 2021 and has held it in 17 quarters since. The position peaked at $420K in Q3 2024. 303 funds tracked by Wall St. Rank hold NHI as of Q2 2026.

Benchmark Investment Advisors held 5,000 shares of National Health Investors worth $381K as of Q2 2026.
Benchmark Investment Advisors left its National Health Investors share count unchanged in Q2 2026.
National Health Investors made up 0.17% of Benchmark Investment Advisors's portfolio in Q2 2026, its #61 holding.
Benchmark Investment Advisors first reported a position in National Health Investors in Q4 2021 and has held it in 17 quarters since.
Benchmark Investment Advisors's National Health Investors position peaked at $420K in Q3 2024.
303 funds tracked by Wall St. Rank held National Health Investors as of Q2 2026.

Based on Benchmark Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.