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Clayton Partners’s National Health Investors NHI Stock Holding History

Clayton Partners’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 		$4.26M Buy
55,868
+192
+0.3% +$14.7K 2.8% 14
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

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

Clayton Partners's NHI Position: Q2 2026 in Review

Clayton Partners increased its National Health Investors (NHI) stake by 0.34% in Q2 2026, buying an estimated $14.7K and bringing the position to 55,868 shares worth $4.26M. The position accounts for 2.8% of the portfolio, ranked #14.

Clayton Partners first reported a position in NHI in Q4 2021 and has held it in 19 quarters since. The position peaked at $8.01M in Q2 2022. 303 funds tracked by Wall St. Rank hold NHI as of Q2 2026.

  • Clayton Partners held 55,868 shares of National Health Investors worth $4.26M as of Q2 2026.
  • Clayton Partners bought 192 National Health Investors shares in Q2 2026, an estimated $14.7K.
  • National Health Investors made up 2.8% of Clayton Partners's portfolio in Q2 2026, its #14 holding.
  • Clayton Partners first reported a position in National Health Investors in Q4 2021 and has held it in 19 quarters since.
  • Clayton Partners's National Health Investors position peaked at $8.01M in Q2 2022.
  • 303 funds tracked by Wall St. Rank held National Health Investors as of Q2 2026.

Based on Clayton Partners's 13F filing for Q2 2026, filed 14 Aug 2026.