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 Q2	$305K	Hold	4,000	–	–	﹤0.01%	1278
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

Brown Advisory's NHI Position: Q2 2026 in Review

Brown Advisory held its National Health Investors (NHI) position steady in Q2 2026 at 4,000 shares worth $305K. The position accounts for ﹤0.01% of the portfolio, ranked #1278.

Brown Advisory first reported a position in NHI in Q3 2022 and has held it in 16 quarters since. The position peaked at $617K in Q2 2024. 303 funds tracked by Wall St. Rank hold NHI as of Q2 2026.

Brown Advisory held 4,000 shares of National Health Investors worth $305K as of Q2 2026.
Brown Advisory left its National Health Investors share count unchanged in Q2 2026.
National Health Investors made up ﹤0.01% of Brown Advisory's portfolio in Q2 2026, its #1278 holding.
Brown Advisory first reported a position in National Health Investors in Q3 2022 and has held it in 16 quarters since.
Brown Advisory's National Health Investors position peaked at $617K in Q2 2024.
303 funds tracked by Wall St. Rank held National Health Investors as of Q2 2026.

Based on Brown Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.