Brown Advisory
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Brown Advisory’s National Health Investors NHI Stock Holding History

Brown Advisory’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 		$323K Sell
4,000
-675
-14% -$56.2K ﹤0.01% 1185
2025
Q4 		$357K Buy
4,675
+513
+12% +$39.3K ﹤0.01% 1162
2025
Q3 		$331K Hold
4,162
– – ﹤0.01% 1175
2025
Q2 		$292K Hold
4,162
– – ﹤0.01% 1178
2025
Q1 		$307K Hold
4,162
– – ﹤0.01% 1128
2024
Q4 		$288K Buy
4,162
+52
+1% +$3.96K ﹤0.01% 1172
2024
Q3 		$345K Sell
4,110
-5,000
-55% -$385K ﹤0.01% 1070
2024
Q2 		$617K Hold
9,110
– – ﹤0.01% 895
2024
Q1 		$572K Hold
9,110
– – ﹤0.01% 903
2023
Q4 		$509K Hold
9,110
– – ﹤0.01% 932
2023
Q3 		$468K Hold
9,110
– – ﹤0.01% 921
2023
Q2 		$478K Hold
9,110
– – ﹤0.01% 919
2023
Q1 		$470K Hold
9,110
– – ﹤0.01% 926
2022
Q4 		$476K Buy
9,110
+110
+1% +$6.03K ﹤0.01% 917
2022
Q3 		$509K Buy
+9,000
New +$567K ﹤0.01% 854

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