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Concurrent Investment Advisors’s National Health Investors NHI Stock Holding History

Concurrent Investment 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 		$261K Sell
3,421
-480
-12% -$36.8K ﹤0.01% 1784
2026
Q1 		$315K Buy
+3,901
New +$325K ﹤0.01% 1469

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

Concurrent Investment Advisors's NHI Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its National Health Investors (NHI) stake by 12% in Q2 2026, selling an estimated $36.8K and leaving 3,421 shares worth $261K. The position accounts for ﹤0.01% of the portfolio, ranked #1784.

Concurrent Investment Advisors first reported a position in NHI in Q1 2026 and has held it in 2 quarters since. The position peaked at $315K in Q1 2026. 297 funds tracked by Wall St. Rank hold NHI as of Q2 2026.

  • Concurrent Investment Advisors held 3,421 shares of National Health Investors worth $261K as of Q2 2026.
  • Concurrent Investment Advisors sold 480 National Health Investors shares in Q2 2026, an estimated $36.8K.
  • National Health Investors made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1784 holding.
  • Concurrent Investment Advisors first reported a position in National Health Investors in Q1 2026 and has held it in 2 quarters since.
  • Concurrent Investment Advisors's National Health Investors position peaked at $315K in Q1 2026.
  • 297 funds tracked by Wall St. Rank held National Health Investors as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.