Chicago Partners Investment Group
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Chicago Partners Investment Group’s National Health Investors NHI Stock Holding History

Chicago Partners Investment Group’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 		– Sell
-2,847
Closed -$218K – 1659
2026
Q1 		$218K Buy
+2,847
New +$237K ﹤0.01% 1301

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Principal Financial Group
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Bank of New York Mellon
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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
Nomura Asset Management International
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

Chicago Partners Investment Group's NHI Position: Q2 2026 in Review

Chicago Partners Investment Group sold out of National Health Investors (NHI) in Q2 2026, closing a stake of 2,847 shares — an estimated $218K sold.

Chicago Partners Investment Group first reported a position in NHI in Q1 2026 and held it in 1 quarter. The position peaked at $218K in Q1 2026. 304 funds tracked by Wall St. Rank hold NHI as of Q2 2026.

  • Chicago Partners Investment Group reported no remaining National Health Investors position as of Q2 2026 after selling out during the quarter.
  • Chicago Partners Investment Group sold 2,847 National Health Investors shares in Q2 2026, an estimated $218K.
  • Chicago Partners Investment Group first reported a position in National Health Investors in Q1 2026 and held it in 1 quarter.
  • Chicago Partners Investment Group's National Health Investors position peaked at $218K in Q1 2026.
  • 304 funds tracked by Wall St. Rank held National Health Investors as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.