Covestor’s National Health Investors NHI Stock Holding History

Covestor’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 Q1	$45K	Sell	564 -390	-41%	-$32.5K	0.03%	772
2025 Q4	$73K	Buy	954 +793	+493%	+$60.8K	0.04%	741
2025 Q3	$13K	Sell	161 -507	-76%	-$37.9K	0.01%	1468
2025 Q2	$47K	Buy	668 +171	+34%	+$12.5K	0.03%	909
2025 Q1	$37K	Buy	497 +78	+19%	+$5.5K	0.02%	955
2024 Q4	$29K	Sell	419 -1	-0.2%	-$76	0.02%	1050
2024 Q3	$35K	Buy	420 +405	+2,700%	+$31.2K	0.02%	1007
2024 Q2	$1K	Sell	15 -193	-93%	-$12.4K	﹤0.01%	2063
2024 Q1	$13K	Buy	208 +17	+9%	+$959	0.01%	1393
2023 Q4	$11K	Buy	191 +30	+19%	+$1.59K	0.01%	1498
2023 Q3	$9K	Buy	161 +151	+1,510%	+$7.9K	0.01%	1489
2023 Q2	$1K	Buy	10 +1	+11%	+$52	﹤0.01%	1981
2023 Q1	$1K	Sell	9 -315	-97%	-$17.2K	﹤0.01%	1874
2022 Q4	$17K	Buy	324 +4	+1%	+$219	0.01%	1086
2022 Q3	$18K	Buy	320 +288	+900%	+$18.1K	0.02%	1028
2022 Q2	$2K	Sell	32 -237	-88%	-$13.5K	﹤0.01%	1622
2022 Q1	$16K	Sell	269 -300	-53%	-$17.1K	0.01%	1130
2021 Q4	$33K	Buy	+569	New	+$31.5K	0.05%	725

Other funds holding NHI

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Prudential Financial

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM