Clayton Partners’s National Health Investors NHI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.5M	Buy	55,676 +220	+0.4%	+$18.3K	3.27%	12
2025 Q4	$4.24M	Buy	55,456 +6,988	+14%	+$536K	3.06%	12
2025 Q3	$3.85M	Buy	48,468 +4,938	+11%	+$369K	2.92%	13
2025 Q2	$3.05M	Sell	43,530 -4,476	-9%	-$328K	2.56%	20
2025 Q1	$3.55M	Sell	48,006 -6,532	-12%	-$461K	3.08%	13
2024 Q4	$3.78M	Sell	54,538 -334	-0.6%	-$25.4K	2.61%	15
2024 Q3	$4.61M	Sell	54,872 -14,190	-21%	-$1.09M	3.32%	10
2024 Q2	$4.68M	Sell	69,062 -817	-1%	-$52.4K	3.76%	7
2024 Q1	$4.39M	Sell	69,879 -2,542	-4%	-$143K	3.73%	10
2023 Q4	$4.04M	Buy	72,421 +105	+0.1%	+$5.56K	3.28%	12
2023 Q3	$3.71M	Buy	72,316 +231	+0.3%	+$12.1K	3.16%	13
2023 Q2	$3.78M	Sell	72,085 -49,991	-41%	-$2.58M	3.27%	12
2023 Q1	$6.3M	Buy	122,076 +10,118	+9%	+$552K	6.13%	4
2022 Q4	$5.85M	Sell	111,958 -14,465	-11%	-$793K	5.53%	6
2022 Q3	$7.15M	Sell	126,423 -5,795	-4%	-$365K	8.06%	2
2022 Q2	$8.01M	Buy	132,218 +966	+0.7%	+$55K	8.64%	1
2022 Q1	$7.75M	Buy	131,252 +39,611	+43%	+$2.25M	6.53%	2
2021 Q4	$5.27M	Buy	+91,641	New	+$5.07M	4.59%	6