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Capital Advisors Ltd’s National Health Investors NHI Stock Holding History

Capital Advisors Ltd’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 		$0 Hold
6
– – ﹤0.01% 1510
2026
Q1 		$0 Hold
6
– – ﹤0.01% 1522
2025
Q4 		$0 Hold
6
– – ﹤0.01% 1498
2025
Q3 		$0 Hold
6
– – ﹤0.01% 1493
2025
Q2 		$0 Hold
6
– – ﹤0.01% 1539
2025
Q1 		$0 Hold
6
– – ﹤0.01% 1507
2024
Q4 		$0 Hold
6
– – ﹤0.01% 1509
2024
Q3 		$1K Hold
6
– – ﹤0.01% 1250
2024
Q2 		$0 Hold
6
– – ﹤0.01% 1560
2024
Q1 		$0 Hold
6
– – ﹤0.01% 1489
2023
Q4 		$0 Buy
6
+3
+100% +$159 ﹤0.01% 1416
2023
Q3 		$0 Buy
+3
New +$157 ﹤0.01% 1407

Other funds holding NHI

SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
NI
Nepsis Inc Minneapolis, Minnesota $295M AUM 35.44% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $194M AUM 19.57% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Capital Advisors Ltd's NHI Position: Q2 2026 in Review

Capital Advisors Ltd held its National Health Investors (NHI) position steady in Q2 2026 at 6 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1510.

Capital Advisors Ltd first reported a position in NHI in Q3 2023 and has held it in 12 quarters since. The position peaked at $1K in Q3 2024. 27 funds tracked by Wall St. Rank hold NHI as of Q2 2026.

  • Capital Advisors Ltd held 6 shares of National Health Investors worth $0 as of Q2 2026.
  • Capital Advisors Ltd left its National Health Investors share count unchanged in Q2 2026.
  • National Health Investors made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #1510 holding.
  • Capital Advisors Ltd first reported a position in National Health Investors in Q3 2023 and has held it in 12 quarters since.
  • Capital Advisors Ltd's National Health Investors position peaked at $1K in Q3 2024.
  • 27 funds tracked by Wall St. Rank held National Health Investors as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.