CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s National Health Investors NHI Stock Holding History

CAPTRUST Financial 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
2026
Q2 		$4.41M Sell
57,825
-242
-0.4% -$18.5K 0.01% 868
2026
Q1 		$4.7M Buy
58,067
+49,160
+552% +$4.09M 0.01% 794
2025
Q4 		$680K Buy
8,907
+146
+2% +$11.2K ﹤0.01% 1724
2025
Q3 		$697K Buy
8,761
+164
+2% +$12.3K ﹤0.01% 1626
2025
Q2 		$603K Sell
8,597
-52
-0.6% -$3.81K ﹤0.01% 1619
2025
Q1 		$639K Sell
8,649
-905
-9% -$63.8K ﹤0.01% 1506
2024
Q4 		$662K Buy
9,554
+10
+0.1% +$761 ﹤0.01% 1459
2024
Q3 		$802K Buy
9,544
+77
+0.8% +$5.93K ﹤0.01% 1314
2024
Q2 		$641K Sell
9,467
-89
-0.9% -$5.71K ﹤0.01% 1384
2024
Q1 		$600K Buy
9,556
+596
+7% +$33.6K ﹤0.01% 1390
2023
Q4 		$500K Buy
8,960
+77
+0.9% +$4.08K ﹤0.01% 1737
2023
Q3 		$456K Buy
8,883
+20
+0.2% +$1.05K ﹤0.01% 1702
2023
Q2 		$465K Sell
8,863
-484
-5% -$24.9K ﹤0.01% 1666
2023
Q1 		$482K Buy
+9,347
New +$510K ﹤0.01% 1431

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

CAPTRUST Financial Advisors's NHI Position: Q2 2026 in Review

CAPTRUST Financial Advisors reduced its National Health Investors (NHI) stake by 0.42% in Q2 2026, selling an estimated $18.5K and leaving 57,825 shares worth $4.41M. The position accounts for 0.01% of the portfolio, ranked #868.

CAPTRUST Financial Advisors first reported a position in NHI in Q1 2023 and has held it in 14 quarters since. The position peaked at $4.7M in Q1 2026. 303 funds tracked by Wall St. Rank hold NHI as of Q2 2026.

  • CAPTRUST Financial Advisors held 57,825 shares of National Health Investors worth $4.41M as of Q2 2026.
  • CAPTRUST Financial Advisors sold 242 National Health Investors shares in Q2 2026, an estimated $18.5K.
  • National Health Investors made up 0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #868 holding.
  • CAPTRUST Financial Advisors first reported a position in National Health Investors in Q1 2023 and has held it in 14 quarters since.
  • CAPTRUST Financial Advisors's National Health Investors position peaked at $4.7M in Q1 2026.
  • 303 funds tracked by Wall St. Rank held National Health Investors as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.