CIBC World Markets’s National Health Investors NHI Stock Holding History

CIBC World Markets’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	$238K	Buy	+3,111	New	+$239K	﹤0.01%	1046
2025 Q2	$400K	Sell	5,699 -4,016	-41%	-$294K	﹤0.01%	966
2025 Q1	$718K	Buy	9,715 +5,799	+148%	+$409K	0.01%	825
2024 Q4	$271K	Buy	+3,916	New	+$298K	﹤0.01%	977
2023 Q2	–	Sell	-14,104	Closed	-$727K	–	643
2023 Q1	$727K	Buy	14,104 +88	+0.6%	+$4.8K	0.01%	542
2022 Q4	$732K	Sell	14,016 -4,292	-23%	-$235K	﹤0.01%	618
2022 Q3	$1.03M	Sell	18,308 -1,286	-7%	-$81K	0.01%	363
2022 Q2	$1.19M	Sell	19,594 -3,353	-15%	-$191K	0.01%	506
2022 Q1	$1.35M	Buy	22,947 +25	+0.1%	+$1.42K	0.01%	470
2021 Q4	$1.32M	Sell	22,922 -3,775	-14%	-$209K	0.01%	443
2021 Q3	$1.43M	Buy	26,697 +8,988	+51%	+$562K	0.01%	465
2021 Q2	$1.19M	Buy	+17,709	New	+$1.23M	0.01%	520
2021 Q1	–	Sell	-28,558	Closed	-$1.98M	–	1021
2020 Q4	$1.98M	Buy	+28,558	New	+$1.82M	0.01%	562

Other funds holding NHI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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 Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

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

CIBC World Markets's NHI Position: Q4 2025 in Review

CIBC World Markets opened a new position in National Health Investors (NHI) in Q4 2025: 3,111 shares worth $238K. The stake represents ﹤0.01% of the portfolio and ranks #1046 among its holdings. This is a return to the name: CIBC World Markets previously reported a position in NHI as recently as Q2 2025.

CIBC World Markets first reported a position in NHI in Q4 2020 and has held it in 13 quarters since. The position peaked at $1.98M in Q4 2020. 296 funds tracked by Wall St. Rank hold NHI as of Q4 2025.

CIBC World Markets held 3,111 shares of National Health Investors worth $238K as of Q4 2025.
National Health Investors was a new CIBC World Markets position in Q4 2025.
National Health Investors made up ﹤0.01% of CIBC World Markets's portfolio in Q4 2025, its #1046 holding.
CIBC World Markets first reported a position in National Health Investors in Q4 2020 and has held it in 13 quarters since.
CIBC World Markets's National Health Investors position peaked at $1.98M in Q4 2020.
296 funds tracked by Wall St. Rank held National Health Investors as of Q4 2025.

Based on CIBC World Markets's 13F filing for Q4 2025, filed 12 Feb 2026.