CA
NHI icon

Clearstead Advisors’s National Health Investors NHI Stock Holding History

Clearstead Advisors’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 		$24.3K Buy
318
+18
+6% +$1.38K ﹤0.01% 1746
2026
Q1 		$24.3K Buy
+300
New +$25K ﹤0.01% 1408
2025
Q4 		– Sell
-39
Closed -$3.1K – 3084
2025
Q3 		$3.1K Buy
+39
New +$2.92K ﹤0.01% 2326
2021
Q4 		– Sell
-217
Closed -$12K – 1382
2021
Q3 		$12K Buy
+217
New +$13.6K ﹤0.01% 920

Other funds holding NHI

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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
WIC
Woodmont Investment Counsel Nashville, Tennessee $1.83B AUM 25.91% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Clearstead Advisors's NHI Position: Q2 2026 in Review

Clearstead Advisors increased its National Health Investors (NHI) stake by 6% in Q2 2026, buying an estimated $1.38K and bringing the position to 318 shares worth $24.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1746.

Clearstead Advisors first reported a position in NHI in Q3 2021 and has held it in 4 quarters since. The position peaked at $24.3K in Q1 2026. 123 funds tracked by Wall St. Rank hold NHI as of Q2 2026.

  • Clearstead Advisors held 318 shares of National Health Investors worth $24.3K as of Q2 2026.
  • Clearstead Advisors bought 18 National Health Investors shares in Q2 2026, an estimated $1.38K.
  • National Health Investors made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1746 holding.
  • Clearstead Advisors first reported a position in National Health Investors in Q3 2021 and has held it in 4 quarters since.
  • Clearstead Advisors's National Health Investors position peaked at $24.3K in Q1 2026.
  • 123 funds tracked by Wall St. Rank held National Health Investors as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.