Cetera Investment Advisers’s National Health Investors NHI Stock Holding History

Cetera Investment Advisers’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	$686K	Sell	8,998 -758	-8%	-$58K	﹤0.01%	3395
2026 Q1	$789K	Sell	9,756 -1,034	-10%	-$86.1K	﹤0.01%	3115
2025 Q4	$824K	Buy	10,790 +1	+0%	+$77	﹤0.01%	3000
2025 Q3	$858K	Buy	10,789 +5,997	+125%	+$449K	﹤0.01%	2899
2025 Q2	$336K	Buy	4,792 +275	+6%	+$20.1K	﹤0.01%	3305
2025 Q1	$334K	Buy	4,517 +88	+2%	+$6.21K	﹤0.01%	3179
2024 Q4	$307K	Sell	4,429 -594	-12%	-$45.2K	﹤0.01%	3107
2024 Q3	$422K	Sell	5,023 -54	-1%	-$4.16K	﹤0.01%	2786
2024 Q2	$344K	Buy	5,077 +1,454	+40%	+$93.2K	﹤0.01%	2915
2024 Q1	$228K	Buy	+3,623	New	+$204K	﹤0.01%	3271

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

Cetera Investment Advisers's NHI Position: Q2 2026 in Review

Cetera Investment Advisers reduced its National Health Investors (NHI) stake by 7.8% in Q2 2026, selling an estimated $58K and leaving 8,998 shares worth $686K. The position accounts for ﹤0.01% of the portfolio, ranked #3395.

Cetera Investment Advisers first reported a position in NHI in Q1 2024 and has held it in 10 quarters since. The position peaked at $858K in Q3 2025. 297 funds tracked by Wall St. Rank hold NHI as of Q2 2026.

Cetera Investment Advisers held 8,998 shares of National Health Investors worth $686K as of Q2 2026.
Cetera Investment Advisers sold 758 National Health Investors shares in Q2 2026, an estimated $58K.
National Health Investors made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #3395 holding.
Cetera Investment Advisers first reported a position in National Health Investors in Q1 2024 and has held it in 10 quarters since.
Cetera Investment Advisers's National Health Investors position peaked at $858K in Q3 2025.
297 funds tracked by Wall St. Rank held National Health Investors as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.