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Caldwell Trust’s National Health Investors NHI Stock Holding History

Caldwell Trust’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 		$48.3K Hold
633
– – ﹤0.01% 501
2026
Q1 		$51.2K Sell
633
-1,100
-63% -$91.6K ﹤0.01% 487
2025
Q4 		$132K Hold
1,733
– – 0.01% 370
2025
Q3 		$138K Hold
1,733
– – 0.01% 360
2025
Q2 		$122K Hold
1,733
– – 0.01% 361
2025
Q1 		$128K Buy
1,733
+633
+58% +$44.6K 0.01% 357
2024
Q4 		$76.2K Hold
1,100
– – 0.01% 410
2024
Q3 		$92.5K Hold
1,100
– – 0.01% 389
2024
Q2 		$74.5K Hold
1,100
– – 0.01% 409
2024
Q1 		$69.1K Hold
1,100
– – 0.01% 422
2023
Q4 		$61.4K Hold
1,100
– – 0.01% 424
2023
Q3 		$56.5K Hold
1,100
– – 0.01% 420
2023
Q2 		$57.7K Hold
1,100
– – 0.01% 426
2023
Q1 		$56.7K Hold
1,100
– – 0.01% 418
2022
Q4 		$57.4K Hold
1,100
– – 0.01% 404
2022
Q3 		$62.2K Hold
1,100
– – 0.01% 400
2022
Q2 		$66.7K Hold
1,100
– – 0.01% 407
2022
Q1 		$64.9K Hold
1,100
– – 0.01% 426
2021
Q4 		$63.2K Hold
1,100
– – 0.01% 429
2021
Q3 		$58.9K Hold
1,100
– – 0.01% 425
2021
Q2 		$73.8K Hold
1,100
– – 0.01% 397
2021
Q1 		$79.5K Hold
1,100
– – 0.01% 376
2020
Q4 		$76.1K Hold
1,100
– – 0.01% 369
2020
Q3 		$66.3K Hold
1,100
– – 0.01% 379
2020
Q2 		$66.8K Hold
1,100
– – 0.01% 380
2020
Q1 		$54.5K Hold
1,100
– – 0.01% 402
2019
Q4 		$89.6K Buy
+1,100
New +$90.1K 0.01% 378

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

Caldwell Trust's NHI Position: Q2 2026 in Review

Caldwell Trust held its National Health Investors (NHI) position steady in Q2 2026 at 633 shares worth $48.3K. The position accounts for ﹤0.01% of the portfolio, ranked #501.

Caldwell Trust first reported a position in NHI in Q4 2019 and has held it in 27 quarters since. The position peaked at $138K in Q3 2025. 303 funds tracked by Wall St. Rank hold NHI as of Q2 2026.

  • Caldwell Trust held 633 shares of National Health Investors worth $48.3K as of Q2 2026.
  • Caldwell Trust left its National Health Investors share count unchanged in Q2 2026.
  • National Health Investors made up ﹤0.01% of Caldwell Trust's portfolio in Q2 2026, its #501 holding.
  • Caldwell Trust first reported a position in National Health Investors in Q4 2019 and has held it in 27 quarters since.
  • Caldwell Trust's National Health Investors position peaked at $138K in Q3 2025.
  • 303 funds tracked by Wall St. Rank held National Health Investors as of Q2 2026.

Based on Caldwell Trust's 13F filing for Q2 2026, filed 3 Aug 2026.