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BOK Financial’s National Health Investors NHI Stock Holding History

BOK Financial’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 		$341K Buy
4,477
+1,004
+29% +$76.9K ﹤0.01% 622
2026
Q1 		$281K Sell
3,473
-878
-20% -$73.1K ﹤0.01% 635
2025
Q4 		$332K Sell
4,351
-22
-0.5% -$1.69K 0.01% 617
2025
Q3 		$348K Sell
4,373
-1
-0% -$75 0.01% 628
2025
Q2 		$307K Buy
4,374
+290
+7% +$21.2K 0.01% 651
2025
Q1 		$302K Buy
+4,084
New +$288K 0.01% 649

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

BOK Financial's NHI Position: Q2 2026 in Review

BOK Financial increased its National Health Investors (NHI) stake by 29% in Q2 2026, buying an estimated $76.9K and bringing the position to 4,477 shares worth $341K. The position accounts for ﹤0.01% of the portfolio, ranked #622.

BOK Financial first reported a position in NHI in Q1 2025 and has held it in 6 quarters since. The position peaked at $348K in Q3 2025. 297 funds tracked by Wall St. Rank hold NHI as of Q2 2026.

  • BOK Financial held 4,477 shares of National Health Investors worth $341K as of Q2 2026.
  • BOK Financial bought 1,004 National Health Investors shares in Q2 2026, an estimated $76.9K.
  • National Health Investors made up ﹤0.01% of BOK Financial's portfolio in Q2 2026, its #622 holding.
  • BOK Financial first reported a position in National Health Investors in Q1 2025 and has held it in 6 quarters since.
  • BOK Financial's National Health Investors position peaked at $348K in Q3 2025.
  • 297 funds tracked by Wall St. Rank held National Health Investors as of Q2 2026.

Based on BOK Financial's 13F filing for Q2 2026, filed 10 Aug 2026.