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Blue Trust Inc’s National Health Investors NHI Stock Holding History

Blue Trust Inc’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 		$2.36K Sell
31
-13
-30% -$996 ﹤0.01% 2153
2026
Q1 		$3.56K Sell
44
-176
-80% -$14.7K ﹤0.01% 2053
2025
Q4 		$16.8K Sell
220
-632
-74% -$48.5K ﹤0.01% 1734
2025
Q3 		$67.7K Buy
852
+40
+5% +$2.99K ﹤0.01% 1253
2025
Q2 		$56.9K Sell
812
-123
-13% -$9.01K ﹤0.01% 1359
2025
Q1 		$69.1K Sell
935
-31
-3% -$2.19K ﹤0.01% 1172
2024
Q4 		$66.9K Sell
966
-2,591
-73% -$197K ﹤0.01% 1114
2024
Q3 		$241K Buy
3,557
+2,814
+379% +$217K ﹤0.01% 771
2024
Q2 		$46.7K Buy
743
+716
+2,652% +$45.9K ﹤0.01% 1279
2024
Q1 		$1.7K Sell
27
-136
-83% -$7.67K ﹤0.01% 1853
2023
Q4 		$8K Buy
+163
New +$8.63K ﹤0.01% 1669

Other funds holding NHI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

Blue Trust Inc's NHI Position: Q2 2026 in Review

Blue Trust Inc reduced its National Health Investors (NHI) stake by 30% in Q2 2026, selling an estimated $996 and leaving 31 shares worth $2.36K. The position accounts for ﹤0.01% of the portfolio, ranked #2153.

Blue Trust Inc first reported a position in NHI in Q4 2023 and has held it in 11 quarters since. The position peaked at $241K in Q3 2024. 303 funds tracked by Wall St. Rank hold NHI as of Q2 2026.

  • Blue Trust Inc held 31 shares of National Health Investors worth $2.36K as of Q2 2026.
  • Blue Trust Inc sold 13 National Health Investors shares in Q2 2026, an estimated $996.
  • National Health Investors made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #2153 holding.
  • Blue Trust Inc first reported a position in National Health Investors in Q4 2023 and has held it in 11 quarters since.
  • Blue Trust Inc's National Health Investors position peaked at $241K in Q3 2024.
  • 303 funds tracked by Wall St. Rank held National Health Investors as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.