C.M. Bidwell & Associates’s National Health Investors NHI Stock Holding History

C.M. Bidwell & Associates’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	-711	Closed	-$57.5K	–	528
2026 Q1	$57.5K	Sell	711 -228	-24%	-$19K	0.03%	215
2025 Q4	$71.7K	Buy	939 +15	+2%	+$1.15K	0.03%	213
2025 Q3	$73.5K	Sell	924 -2	-0.2%	-$150	0.04%	204
2025 Q2	$64.9K	Hold	926	–	–	0.03%	207
2025 Q1	$68.4K	Buy	+926	New	+$65.3K	0.04%	190
2015 Q1	–	Sell	-2,455	Closed	-$172K	–	251
2014 Q4	$172K	Buy	+2,455	New	+$159K	0.04%	164
2014 Q3	–	Sell	-2,810	Closed	-$176K	–	271
2014 Q2	$176K	Buy	+2,810	New	+$173K	0.04%	156
2013 Q4	–	Sell	-1,030	Closed	-$59K	–	241
2013 Q3	$59K	Sell	1,030 -2,100	-67%	-$125K	0.02%	211
2013 Q2	$187K	Buy	+3,130	New	+$203K	0.06%	143

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

C.M. Bidwell & Associates's NHI Position: Q2 2026 in Review

C.M. Bidwell & Associates sold out of National Health Investors (NHI) in Q2 2026, closing a stake of 711 shares — an estimated $57.5K sold.

C.M. Bidwell & Associates first reported a position in NHI in Q2 2013 and held it in 9 quarters. The position peaked at $187K in Q2 2013. 303 funds tracked by Wall St. Rank hold NHI as of Q2 2026.

C.M. Bidwell & Associates reported no remaining National Health Investors position as of Q2 2026 after selling out during the quarter.
C.M. Bidwell & Associates sold 711 National Health Investors shares in Q2 2026, an estimated $57.5K.
C.M. Bidwell & Associates first reported a position in National Health Investors in Q2 2013 and held it in 9 quarters.
C.M. Bidwell & Associates's National Health Investors position peaked at $187K in Q2 2013.
303 funds tracked by Wall St. Rank held National Health Investors as of Q2 2026.

Based on C.M. Bidwell & Associates's 13F filing for Q2 2026, filed 11 Aug 2026.