Capstone Investment Advisors
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Capstone Investment Advisors’s National Health Investors NHI Stock Holding History

Capstone Investment Advisors’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
2025
Q4 		– Sell
-3,902
Closed -$310K – 1909
2025
Q3 		$310K Buy
+3,902
New +$292K ﹤0.01% 1634
2022
Q4 		– Sell
-12,258
Closed -$693K – 1613
2022
Q3 		$693K Buy
+12,258
New +$772K ﹤0.01% 1162

Other funds holding NHI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capstone Investment Advisors's NHI Position: Q4 2025 in Review

Capstone Investment Advisors sold out of National Health Investors (NHI) in Q4 2025, closing a stake of 3,902 shares — an estimated $310K sold.

Capstone Investment Advisors first reported a position in NHI in Q3 2022 and held it in 2 quarters. The position peaked at $693K in Q3 2022. 296 funds tracked by Wall St. Rank hold NHI as of Q4 2025.

  • Capstone Investment Advisors reported no remaining National Health Investors position as of Q4 2025 after selling out during the quarter.
  • Capstone Investment Advisors sold 3,902 National Health Investors shares in Q4 2025, an estimated $310K.
  • Capstone Investment Advisors first reported a position in National Health Investors in Q3 2022 and held it in 2 quarters.
  • Capstone Investment Advisors's National Health Investors position peaked at $693K in Q3 2022.
  • 296 funds tracked by Wall St. Rank held National Health Investors as of Q4 2025.

Based on Capstone Investment Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.