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Coldstream Capital Management’s National Health Investors NHI Stock Holding History

Coldstream Capital Management’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
Q2 		– Sell
-625
Closed -$46.2K – 2527
2025
Q1 		$46.2K Buy
+625
New +$44.1K ﹤0.01% 1749
2018
Q1 		– Sell
-8,709
Closed -$657K – 320
2017
Q4 		$657K Buy
8,709
+452
+5% +$35.1K 0.07% 174
2017
Q3 		$638K Buy
8,257
+32
+0.4% +$2.5K 0.07% 175
2017
Q2 		$651K Buy
8,225
+1,298
+19% +$98.2K 0.08% 156
2017
Q1 		$503K Buy
6,927
+778
+13% +$57K 0.07% 169
2016
Q4 		$456K Buy
6,149
+2,496
+68% +$183K 0.07% 164
2016
Q3 		$287K Buy
+3,653
New +$287K 0.05% 181

Other funds holding NHI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Coldstream Capital Management's NHI Position: Q2 2025 in Review

Coldstream Capital Management sold out of National Health Investors (NHI) in Q2 2025, closing a stake of 625 shares — an estimated $46.2K sold.

Coldstream Capital Management first reported a position in NHI in Q3 2016 and held it in 7 quarters. The position peaked at $657K in Q4 2017. 276 funds tracked by Wall St. Rank hold NHI as of Q2 2025.

  • Coldstream Capital Management reported no remaining National Health Investors position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 625 National Health Investors shares in Q2 2025, an estimated $46.2K.
  • Coldstream Capital Management first reported a position in National Health Investors in Q3 2016 and held it in 7 quarters.
  • Coldstream Capital Management's National Health Investors position peaked at $657K in Q4 2017.
  • 276 funds tracked by Wall St. Rank held National Health Investors as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.