BTI
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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
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 $5.7T 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 $1.47T 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