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Brinker Capital Investments’s National Health Investors NHI Stock Holding History

Brinker Capital Investments’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 		– Sell
-2,491
Closed -$201K – 2047
2026
Q1 		$201K Sell
2,491
-284
-10% -$23.7K ﹤0.01% 1867
2025
Q4 		$212K Buy
+2,775
New +$213K ﹤0.01% 1997
2021
Q2 		– Sell
-2,926
Closed -$212K – 1342
2021
Q1 		$212K Sell
2,926
-2,454
-46% -$171K ﹤0.01% 1141
2020
Q4 		$373K Buy
5,380
+1,724
+47% +$110K 0.01% 896
2020
Q3 		$221K Buy
+3,656
New +$226K ﹤0.01% 1084

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

Brinker Capital Investments's NHI Position: Q2 2026 in Review

Brinker Capital Investments sold out of National Health Investors (NHI) in Q2 2026, closing a stake of 2,491 shares — an estimated $201K sold.

Brinker Capital Investments first reported a position in NHI in Q3 2020 and held it in 5 quarters. The position peaked at $373K in Q4 2020. 303 funds tracked by Wall St. Rank hold NHI as of Q2 2026.

  • Brinker Capital Investments reported no remaining National Health Investors position as of Q2 2026 after selling out during the quarter.
  • Brinker Capital Investments sold 2,491 National Health Investors shares in Q2 2026, an estimated $201K.
  • Brinker Capital Investments first reported a position in National Health Investors in Q3 2020 and held it in 5 quarters.
  • Brinker Capital Investments's National Health Investors position peaked at $373K in Q4 2020.
  • 303 funds tracked by Wall St. Rank held National Health Investors as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.