Central Valley Advisors’s National Health Investors NHI Stock Holding History

Central Valley 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	$395K	Hold	5,181	–	–	0.1%	133
2026 Q1	$419K	Hold	5,181	–	–	0.11%	125
2025 Q4	$396K	Hold	5,181	–	–	0.12%	108
2025 Q3	$412K	Hold	5,181	–	–	0.13%	111
2025 Q2	$363K	Hold	5,181	–	–	0.12%	102
2025 Q1	$383K	Hold	5,181	–	–	0.15%	88
2024 Q4	$359K	Hold	5,181	–	–	0.16%	101
2024 Q3	$436K	Buy	+5,181	New	+$399K	0.25%	78
2024 Q2	–	Sell	-5,181	Closed	-$326K	–	173
2024 Q1	$326K	Hold	5,181	–	–	0.17%	111
2023 Q4	$289K	Buy	+5,181	New	+$274K	0.17%	111

Other funds holding NHI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

Central Valley Advisors's NHI Position: Q2 2026 in Review

Central Valley Advisors held its National Health Investors (NHI) position steady in Q2 2026 at 5,181 shares worth $395K. The position accounts for 0.1% of the portfolio, ranked #133.

Central Valley Advisors first reported a position in NHI in Q4 2023 and has held it in 10 quarters since. The position peaked at $436K in Q3 2024. 303 funds tracked by Wall St. Rank hold NHI as of Q2 2026.

Central Valley Advisors held 5,181 shares of National Health Investors worth $395K as of Q2 2026.
Central Valley Advisors left its National Health Investors share count unchanged in Q2 2026.
National Health Investors made up 0.1% of Central Valley Advisors's portfolio in Q2 2026, its #133 holding.
Central Valley Advisors first reported a position in National Health Investors in Q4 2023 and has held it in 10 quarters since.
Central Valley Advisors's National Health Investors position peaked at $436K in Q3 2024.
303 funds tracked by Wall St. Rank held National Health Investors as of Q2 2026.

Based on Central Valley Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.