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Catalyst Funds Management’s National Health Investors NHI Stock Holding History

Catalyst Funds Management’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 		$770K Buy
10,098
+7,598
+304% +$582K 0.04% 334
2026
Q1 		$202K Buy
+2,500
New +$208K 0.03% 454
2025
Q2 		– Sell
-19,800
Closed -$1.46M – 627
2025
Q1 		$1.46M Buy
+19,800
New +$1.4M 0.38% 74

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

Catalyst Funds Management's NHI Position: Q2 2026 in Review

Catalyst Funds Management increased its National Health Investors (NHI) stake by 304% in Q2 2026, buying an estimated $582K and bringing the position to 10,098 shares worth $770K. The position accounts for 0.04% of the portfolio, ranked #334.

Catalyst Funds Management first reported a position in NHI in Q1 2025 and has held it in 3 quarters since. The position peaked at $1.46M in Q1 2025. 297 funds tracked by Wall St. Rank hold NHI as of Q2 2026.

  • Catalyst Funds Management held 10,098 shares of National Health Investors worth $770K as of Q2 2026.
  • Catalyst Funds Management bought 7,598 National Health Investors shares in Q2 2026, an estimated $582K.
  • National Health Investors made up 0.04% of Catalyst Funds Management's portfolio in Q2 2026, its #334 holding.
  • Catalyst Funds Management first reported a position in National Health Investors in Q1 2025 and has held it in 3 quarters since.
  • Catalyst Funds Management's National Health Investors position peaked at $1.46M in Q1 2025.
  • 297 funds tracked by Wall St. Rank held National Health Investors as of Q2 2026.

Based on Catalyst Funds Management's 13F filing for Q2 2026, filed 10 Aug 2026.