CapWealth Advisors’s National Health Investors NHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $209K | Hold |
2,741
| – | – | 0.01% | 111 |
|
|
2026
Q1 | $222K | Hold |
2,741
| – | – | 0.02% | 110 |
|
|
2025
Q4 | $209K | Hold |
2,741
| – | – | 0.01% | 115 |
|
|
2025
Q3 | $218K | Sell |
2,741
-916
| -25% | -$68.5K | 0.02% | 111 |
|
|
2025
Q2 | $256K | Buy |
3,657
+916
| +33% | +$67.1K | 0.03% | 96 |
|
|
2025
Q1 | $202K | Sell |
2,741
-705
| -20% | -$49.7K | 0.02% | 98 |
|
|
2024
Q4 | $239K | Buy |
3,446
+458
| +15% | +$34.8K | 0.03% | 97 |
|
|
2024
Q3 | $251K | Buy |
+2,988
| New | +$230K | 0.03% | 98 |
|
|
2023
Q3 | – | Sell |
-6,050
| Closed | -$317K | – | 106 |
|
|
2023
Q2 | $317K | Hold |
6,050
| – | – | 0.04% | 84 |
|
|
2023
Q1 | $312K | Hold |
6,050
| – | – | 0.04% | 87 |
|
|
2022
Q4 | $316K | Buy |
6,050
+1,475
| +32% | +$80.9K | 0.04% | 93 |
|
|
2022
Q3 | $259K | Sell |
4,575
-572
| -11% | -$36K | 0.03% | 95 |
|
|
2022
Q2 | $312K | Hold |
5,147
| – | – | 0.04% | 92 |
|
|
2022
Q1 | $304K | Sell |
5,147
-145,895
| -97% | -$8.3M | 0.03% | 105 |
|
|
2021
Q4 | $8.68M | Buy |
151,042
+515
| +0.3% | +$28.5K | 0.88% | 47 |
|
|
2021
Q3 | $8.05M | Sell |
150,527
-59,384
| -28% | -$3.71M | 0.88% | 45 |
|
|
2021
Q2 | $14.1M | Sell |
209,911
-56,802
| -21% | -$3.96M | 1.53% | 28 |
|
|
2021
Q1 | $19.3M | Buy |
266,713
+5,767
| +2% | +$402K | 2.19% | 14 |
|
|
2020
Q4 | $18.1M | Buy |
260,946
+16,028
| +7% | +$1.02M | 2.15% | 16 |
|
|
2020
Q3 | $14.8M | Buy |
244,918
+16,512
| +7% | +$1.02M | 1.97% | 18 |
|
|
2020
Q2 | $13.9M | Buy |
228,406
+120,201
| +111% | +$6.6M | 1.96% | 19 |
|
|
2020
Q1 | $5.36M | Buy |
108,205
+105,565
| +3,999% | +$8.01M | 0.94% | 39 |
|
|
2019
Q4 | $215K | Sell |
2,640
-100
| -4% | -$8.19K | 0.03% | 96 |
|
|
2019
Q3 | $226K | Hold |
2,740
| – | – | 0.03% | 92 |
|
|
2019
Q2 | $214K | Hold |
2,740
| – | – | 0.03% | 92 |
|
|
2019
Q1 | $215K | Buy |
+2,740
| New | +$218K | 0.03% | 93 |
|
|
2017
Q3 | – | Sell |
-2,610
| Closed | -$207K | – | 99 |
|
|
2017
Q2 | $207K | Buy |
+2,610
| New | +$197K | 0.04% | 94 |
|
|
2016
Q4 | – | Sell |
-2,535
| Closed | -$199K | – | 205 |
|
|
2016
Q3 | $199K | Hold |
2,535
| – | – | 0.05% | 88 |
|
|
2016
Q2 | $190K | Hold |
2,535
| – | – | 0.05% | 92 |
|
|
2016
Q1 | $169K | Sell |
2,535
-200
| -7% | -$12.4K | 0.04% | 89 |
|
|
2015
Q4 | $166K | Hold |
2,735
| – | – | 0.04% | 85 |
|
|
2015
Q3 | $157K | Buy |
2,735
+600
| +28% | +$36.3K | 0.04% | 81 |
|
|
2015
Q2 | $133K | Sell |
2,135
-11,300
| -84% | -$756K | 0.03% | 92 |
|
|
2015
Q1 | $954K | Sell |
13,435
-7,800
| -37% | -$563K | 0.22% | 56 |
|
|
2014
Q4 | $1.49M | Hold |
21,235
| – | – | 0.35% | 54 |
|
|
2014
Q3 | $1.21M | Sell |
21,235
-1,217
| -5% | -$75.4K | 0.28% | 57 |
|
|
2014
Q2 | $1.41M | Buy |
22,452
+3,970
| +21% | +$245K | 0.32% | 55 |
|
|
2014
Q1 | $1.12M | Buy |
18,482
+4,085
| +28% | +$248K | 0.3% | 52 |
|
|
2013
Q4 | $808K | Sell |
14,397
-1,638
| -10% | -$97.4K | 0.2% | 62 |
|
|
2013
Q3 | $912K | Sell |
16,035
-3,750
| -19% | -$224K | 0.25% | 56 |
|
|
2013
Q2 | $1.18M | Buy |
+19,785
| New | +$1.28M | 0.35% | 56 |
|
Other funds holding NHI
NAMI
CapWealth Advisors's NHI Position: Q2 2026 in Review
CapWealth Advisors held its National Health Investors (NHI) position steady in Q2 2026 at 2,741 shares worth $209K. The position accounts for 0.01% of the portfolio, ranked #111.
CapWealth Advisors first reported a position in NHI in Q2 2013 and has held it in 41 quarters since. The position peaked at $19.3M in Q1 2021. 297 funds tracked by Wall St. Rank hold NHI as of Q2 2026.
- CapWealth Advisors held 2,741 shares of National Health Investors worth $209K as of Q2 2026.
- CapWealth Advisors left its National Health Investors share count unchanged in Q2 2026.
- National Health Investors made up 0.01% of CapWealth Advisors's portfolio in Q2 2026, its #111 holding.
- CapWealth Advisors first reported a position in National Health Investors in Q2 2013 and has held it in 41 quarters since.
- CapWealth Advisors's National Health Investors position peaked at $19.3M in Q1 2021.
- 297 funds tracked by Wall St. Rank held National Health Investors as of Q2 2026.
Based on CapWealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.