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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
Q2 		$34K Sell
444
-120
-21% -$9.19K 0.02% 965
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
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

Covestor's NHI Position: Q2 2026 in Review

Covestor reduced its National Health Investors (NHI) stake by 21% in Q2 2026, selling an estimated $9.19K and leaving 444 shares worth $34K. The position accounts for 0.02% of the portfolio, ranked #965.

Covestor first reported a position in NHI in Q4 2021 and has held it in 19 quarters since. The position peaked at $73K in Q4 2025. 303 funds tracked by Wall St. Rank hold NHI as of Q2 2026.

  • Covestor held 444 shares of National Health Investors worth $34K as of Q2 2026.
  • Covestor sold 120 National Health Investors shares in Q2 2026, an estimated $9.19K.
  • National Health Investors made up 0.02% of Covestor's portfolio in Q2 2026, its #965 holding.
  • Covestor first reported a position in National Health Investors in Q4 2021 and has held it in 19 quarters since.
  • Covestor's National Health Investors position peaked at $73K in Q4 2025.
  • 303 funds tracked by Wall St. Rank held National Health Investors as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.