Cornerstone Financial Management’s National Health Investors NHI Stock Holding History

Cornerstone Financial 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
2026 Q2	$1.75K	Buy	23 +1	+5%	+$77	﹤0.01%	885
2026 Q1	$1.78K	Buy	22 +6	+38%	+$500	﹤0.01%	773
2025 Q4	$1.22K	Buy	+16	New	+$1.23K	﹤0.01%	852

Other funds holding NHI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

Cornerstone Financial Management's NHI Position: Q2 2026 in Review

Cornerstone Financial Management increased its National Health Investors (NHI) stake by 4.5% in Q2 2026, buying an estimated $77 and bringing the position to 23 shares worth $1.75K. The position accounts for ﹤0.01% of the portfolio, ranked #885.

Cornerstone Financial Management first reported a position in NHI in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.78K in Q1 2026. 303 funds tracked by Wall St. Rank hold NHI as of Q2 2026.

Cornerstone Financial Management held 23 shares of National Health Investors worth $1.75K as of Q2 2026.
Cornerstone Financial Management bought 1 National Health Investors share in Q2 2026, an estimated $77.
National Health Investors made up ﹤0.01% of Cornerstone Financial Management's portfolio in Q2 2026, its #885 holding.
Cornerstone Financial Management first reported a position in National Health Investors in Q4 2025 and has held it in 3 quarters since.
Cornerstone Financial Management's National Health Investors position peaked at $1.78K in Q1 2026.
303 funds tracked by Wall St. Rank held National Health Investors as of Q2 2026.

Based on Cornerstone Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.