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Caitlin John’s National Health Investors NHI Stock Holding History

Caitlin John’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 		$4.33K Sell
57
-26
-31% -$1.99K ﹤0.01% 698
2026
Q1 		$6.7K Buy
83
+1
+1% +$83 ﹤0.01% 584
2025
Q4 		$6.26K Buy
82
+1
+1% +$77 ﹤0.01% 608
2025
Q3 		$6.44K Buy
+81
New +$6.06K ﹤0.01% 560
2025
Q1 		– Sell
-82
Closed -$5.66K – 559
2024
Q4 		$5.66K Hold
82
– – ﹤0.01% 549
2024
Q3 		$6.39K Buy
82
+2
+3% +$154 ﹤0.01% 539
2024
Q2 		$5.41K Buy
80
+1
+1% +$64 ﹤0.01% 546
2024
Q1 		$4.95K Buy
79
+2
+3% +$113 ﹤0.01% 573
2023
Q4 		$4.4K Buy
+77
New +$4.08K ﹤0.01% 578

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

Caitlin John's NHI Position: Q2 2026 in Review

Caitlin John reduced its National Health Investors (NHI) stake by 31% in Q2 2026, selling an estimated $1.99K and leaving 57 shares worth $4.33K. The position accounts for ﹤0.01% of the portfolio, ranked #698.

Caitlin John first reported a position in NHI in Q4 2023 and has held it in 9 quarters since. The position peaked at $6.7K in Q1 2026. 303 funds tracked by Wall St. Rank hold NHI as of Q2 2026.

  • Caitlin John held 57 shares of National Health Investors worth $4.33K as of Q2 2026.
  • Caitlin John sold 26 National Health Investors shares in Q2 2026, an estimated $1.99K.
  • National Health Investors made up ﹤0.01% of Caitlin John's portfolio in Q2 2026, its #698 holding.
  • Caitlin John first reported a position in National Health Investors in Q4 2023 and has held it in 9 quarters since.
  • Caitlin John's National Health Investors position peaked at $6.7K in Q1 2026.
  • 303 funds tracked by Wall St. Rank held National Health Investors as of Q2 2026.

Based on Caitlin John's 13F filing for Q2 2026, filed 17 Aug 2026.