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Biltmore Family Office’s National Health Investors NHI Stock Holding History

Biltmore Family Office’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 		$1.35M Buy
16,477
+9,436
+134% +$786K 0.19% 87
2025
Q4 		$544K Buy
+7,041
New +$540K 0.08% 143

Other funds holding NHI

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
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

Biltmore Family Office's NHI Position: Q1 2026 in Review

Biltmore Family Office increased its National Health Investors (NHI) stake by 134% in Q1 2026, buying an estimated $786K and bringing the position to 16,477 shares worth $1.35M. The position accounts for 0.19% of the portfolio, ranked #87.

Biltmore Family Office first reported a position in NHI in Q4 2025 and has held it in 2 quarters since. 318 funds tracked by Wall St. Rank hold NHI as of Q1 2026.

  • Biltmore Family Office held 16,477 shares of National Health Investors worth $1.35M as of Q1 2026.
  • Biltmore Family Office bought 9,436 National Health Investors shares in Q1 2026, an estimated $786K.
  • National Health Investors made up 0.19% of Biltmore Family Office's portfolio in Q1 2026, its #87 holding.
  • Biltmore Family Office first reported a position in National Health Investors in Q4 2025 and has held it in 2 quarters since.
  • 318 funds tracked by Wall St. Rank held National Health Investors as of Q1 2026.

Based on Biltmore Family Office's 13F filing for Q1 2026, filed 11 May 2026.