CIBC Private Wealth Group
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CIBC Private Wealth Group’s National Health Investors NHI Stock Holding History

CIBC Private Wealth 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
2025
Q4 		$8.1K Hold
106
– – ﹤0.01% 2490
2025
Q3 		$8.43K Hold
106
– – ﹤0.01% 2447
2025
Q2 		$7.43K Hold
106
– – ﹤0.01% 2352
2025
Q1 		$7.29K Hold
106
– – ﹤0.01% 2341
2024
Q4 		$7.18K Sell
106
-268
-72% -$20.4K ﹤0.01% 2368
2024
Q3 		$31.4K Buy
374
+284
+316% +$21.9K ﹤0.01% 1958
2024
Q2 		$6.2K Hold
90
– – ﹤0.01% 2453
2024
Q1 		$5.56K Buy
+90
New +$5.08K ﹤0.01% 2472
2020
Q4 		– Sell
-14,825
Closed -$894K – 995
2020
Q3 		$894K Buy
14,825
+1,505
+11% +$92.9K ﹤0.01% 577
2020
Q2 		$809K Sell
13,320
-662
-5% -$36.4K ﹤0.01% 483
2020
Q1 		$693K Sell
13,982
-1,978
-12% -$150K ﹤0.01% 570
2019
Q4 		$1.3M Buy
15,960
+50
+0.3% +$4.09K ﹤0.01% 536
2019
Q3 		$1.31M Hold
15,910
– – ﹤0.01% 527
2019
Q2 		$1.24M Buy
15,910
+4,105
+35% +$319K ﹤0.01% 534
2019
Q1 		$927K Hold
11,805
– – ﹤0.01% 608
2018
Q4 		$891K Buy
11,805
+65
+0.6% +$4.9K ﹤0.01% 587
2018
Q3 		$887K Sell
11,740
-365
-3% -$27.9K ﹤0.01% 678
2018
Q2 		$892K Buy
12,105
+12,088
+71,106% +$854K ﹤0.01% 670
2018
Q1 		$1K Buy
+17
New +$1.16K ﹤0.01% 1867

Other funds holding NHI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CIBC Private Wealth Group's NHI Position: Q4 2025 in Review

CIBC Private Wealth Group held its National Health Investors (NHI) position steady in Q4 2025 at 106 shares worth $8.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2490.

CIBC Private Wealth Group first reported a position in NHI in Q1 2018 and has held it in 19 quarters since. The position peaked at $1.31M in Q3 2019. 296 funds tracked by Wall St. Rank hold NHI as of Q4 2025.

  • CIBC Private Wealth Group held 106 shares of National Health Investors worth $8.1K as of Q4 2025.
  • CIBC Private Wealth Group left its National Health Investors share count unchanged in Q4 2025.
  • National Health Investors made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #2490 holding.
  • CIBC Private Wealth Group first reported a position in National Health Investors in Q1 2018 and has held it in 19 quarters since.
  • CIBC Private Wealth Group's National Health Investors position peaked at $1.31M in Q3 2019.
  • 296 funds tracked by Wall St. Rank held National Health Investors as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.