Chevy Chase Trust
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Chevy Chase Trust’s National Health Investors NHI Stock Holding History

Chevy Chase Trust’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 		$313K Buy
+4,110
New +$315K ﹤0.01% 622

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

Chevy Chase Trust's NHI Position: Q2 2026 in Review

Chevy Chase Trust opened a new position in National Health Investors (NHI) in Q2 2026: 4,110 shares worth $313K. The stake represents ﹤0.01% of the portfolio and ranks #622 among its holdings.

297 funds tracked by Wall St. Rank hold NHI as of Q2 2026.

  • Chevy Chase Trust held 4,110 shares of National Health Investors worth $313K as of Q2 2026.
  • National Health Investors was a new Chevy Chase Trust position in Q2 2026.
  • National Health Investors made up ﹤0.01% of Chevy Chase Trust's portfolio in Q2 2026, its #622 holding.
  • 297 funds tracked by Wall St. Rank held National Health Investors as of Q2 2026.

Based on Chevy Chase Trust's 13F filing for Q2 2026, filed 14 Aug 2026.