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
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 $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM