Carson Wealth (CWM LLC)
NHI icon

Carson Wealth (CWM LLC)’s National Health Investors NHI Stock Holding History

Carson Wealth (CWM LLC)’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 		$930K Sell
11,496
-399
-3% -$33.2K ﹤0.01% 1580
2025
Q4 		$908K Sell
11,895
-1,109
-9% -$85K ﹤0.01% 1551
2025
Q3 		$1.03M Sell
13,004
-167
-1% -$12.5K ﹤0.01% 1386
2025
Q2 		$924K Sell
13,171
-408
-3% -$29.9K ﹤0.01% 1277
2025
Q1 		$1M Sell
13,579
-1,574
-10% -$111K ﹤0.01% 1123
2024
Q4 		$1.05M Sell
15,153
-668
-4% -$50.8K ﹤0.01% 1054
2024
Q3 		$1.33M Sell
15,821
-1,018
-6% -$78.5K 0.01% 878
2024
Q2 		$1.14M Sell
16,839
-1,979
-11% -$127K 0.01% 824
2024
Q1 		$1.18M Sell
18,818
-1,350
-7% -$76.2K 0.01% 796
2023
Q4 		$1.13M Sell
20,168
-1,673
-8% -$88.6K 0.01% 755
2023
Q3 		$1.12M Buy
21,841
+519
+2% +$27.1K 0.01% 697
2023
Q2 		$1.12M Sell
21,322
-1,009
-5% -$52K 0.01% 679
2023
Q1 		$1.15M Buy
22,331
+555
+3% +$30.3K 0.01% 627
2022
Q4 		$1.14M Buy
21,776
+946
+5% +$51.9K 0.01% 578
2022
Q3 		$1.18M Sell
20,830
-670
-3% -$42.2K 0.01% 518
2022
Q2 		$1.3M Sell
21,500
-777
-3% -$44.2K 0.01% 500
2022
Q1 		$1.31M Sell
22,277
-3,051
-12% -$174K 0.01% 496
2021
Q4 		$1.46M Buy
+25,328
New +$1.4M 0.01% 504
2021
Q2 		$1.76M Hold
26,257
– – 0.01% 470
2021
Q1 		$1.76M Hold
26,257
– – 0.01% 470
2020
Q4 		$1.76M Hold
26,257
– – 0.01% 470
2020
Q3 		$1.76M Hold
26,257
– – 0.01% 470
2020
Q2 		$1.76M Hold
26,257
– – 0.01% 470
2020
Q1 		$1.76M Hold
26,257
– – 0.01% 470
2019
Q4 		$1.76M Hold
26,257
– – 0.01% 470
2019
Q3 		$1.76M Hold
26,257
– – 0.01% 470
2019
Q2 		$1.76M Hold
26,257
– – 0.01% 470
2019
Q1 		$1.76M Buy
26,257
+26,236
+124,933% +$2.09M 0.01% 470
2018
Q4 		$2K Buy
21
+8
+62% +$603 ﹤0.01% 1776
2018
Q3 		$1K Sell
13
-14
-52% -$1.07K ﹤0.01% 1710
2018
Q2 		$2K Buy
+27
New +$1.91K ﹤0.01% 1398

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
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
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 $66.6B AUM

Carson Wealth (CWM LLC)'s NHI Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its National Health Investors (NHI) stake by 3.4% in Q1 2026, selling an estimated $33.2K and leaving 11,496 shares worth $930K. The position accounts for ﹤0.01% of the portfolio, ranked #1580.

Carson Wealth (CWM LLC) first reported a position in NHI in Q2 2018 and has held it in 31 quarters since. The position peaked at $1.76M in Q2 2021. 318 funds tracked by Wall St. Rank hold NHI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 11,496 shares of National Health Investors worth $930K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 399 National Health Investors shares in Q1 2026, an estimated $33.2K.
  • National Health Investors made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1580 holding.
  • Carson Wealth (CWM LLC) first reported a position in National Health Investors in Q2 2018 and has held it in 31 quarters since.
  • Carson Wealth (CWM LLC)'s National Health Investors position peaked at $1.76M in Q2 2021.
  • 318 funds tracked by Wall St. Rank held National Health Investors as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.