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 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 $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

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

Benchmark Investment Advisors opened a new position in National Health Investors (NHI) in Q1 2026: 5,000 shares worth $404K. The stake represents 0.24% of the portfolio and ranks #59 among its holdings. This is a return to the name: Benchmark Investment Advisors previously reported a position in NHI as recently as Q3 2025.

Benchmark Investment Advisors first reported a position in NHI in Q4 2021 and has held it in 16 quarters since. The position peaked at $420K in Q3 2024. 318 funds tracked by Wall St. Rank hold NHI as of Q1 2026.

Benchmark Investment Advisors held 5,000 shares of National Health Investors worth $404K as of Q1 2026.
National Health Investors was a new Benchmark Investment Advisors position in Q1 2026.
National Health Investors made up 0.24% of Benchmark Investment Advisors's portfolio in Q1 2026, its #59 holding.
Benchmark Investment Advisors first reported a position in National Health Investors in Q4 2021 and has held it in 16 quarters since.
Benchmark Investment Advisors's National Health Investors position peaked at $420K in Q3 2024.
318 funds tracked by Wall St. Rank held National Health Investors as of Q1 2026.

Based on Benchmark Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.