Capital Fund Management (CFM)
NHI icon

Capital Fund Management (CFM)’s National Health Investors NHI Stock Holding History

Capital Fund Management (CFM)’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 		$952K Buy
+12,485
New +$956K ﹤0.01% 1712
2025
Q1 		– Sell
-12,199
Closed -$845K – 2231
2024
Q4 		$845K Buy
+12,199
New +$928K ﹤0.01% 1808
2018
Q2 		– Sell
-15,800
Closed -$1.06M – 2191
2018
Q1 		$1.06M Buy
+15,800
New +$1.08M 0.01% 1214
2013
Q3 		– Sell
-8,177
Closed -$489K – 1790
2013
Q2 		$489K Buy
+8,177
New +$530K 0.01% 1009

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 $3.38T AUM 44.17% 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

Capital Fund Management (CFM)'s NHI Position: Q2 2026 in Review

Capital Fund Management (CFM) opened a new position in National Health Investors (NHI) in Q2 2026: 12,485 shares worth $952K. The stake represents ﹤0.01% of the portfolio and ranks #1712 among its holdings. This is a return to the name: Capital Fund Management (CFM) previously reported a position in NHI as recently as Q4 2024.

Capital Fund Management (CFM) first reported a position in NHI in Q2 2013 and has held it in 4 quarters since. The position peaked at $1.06M in Q1 2018. 304 funds tracked by Wall St. Rank hold NHI as of Q2 2026.

  • Capital Fund Management (CFM) held 12,485 shares of National Health Investors worth $952K as of Q2 2026.
  • National Health Investors was a new Capital Fund Management (CFM) position in Q2 2026.
  • National Health Investors made up ﹤0.01% of Capital Fund Management (CFM)'s portfolio in Q2 2026, its #1712 holding.
  • Capital Fund Management (CFM) first reported a position in National Health Investors in Q2 2013 and has held it in 4 quarters since.
  • Capital Fund Management (CFM)'s National Health Investors position peaked at $1.06M in Q1 2018.
  • 304 funds tracked by Wall St. Rank held National Health Investors as of Q2 2026.

Based on Capital Fund Management (CFM)'s 13F filing for Q2 2026, filed 13 Aug 2026.