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CVA Family Office’s National Health Investors NHI Stock Holding History

CVA Family Office’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 		$3.74K Hold
49
– – ﹤0.01% 1362
2026
Q1 		$3.96K Hold
49
– – ﹤0.01% 1315
2025
Q4 		$3.74K Hold
49
– – ﹤0.01% 920
2025
Q3 		$3.9K Hold
49
– – ﹤0.01% 924
2025
Q2 		$3.44K Hold
49
– – ﹤0.01% 930
2025
Q1 		$3.62K Hold
49
– – ﹤0.01% 941
2024
Q4 		$3.4K Hold
49
– – ﹤0.01% 925
2024
Q3 		$4.12K Hold
49
– – ﹤0.01% 876
2024
Q2 		$3.32K Buy
+49
New +$3.14K ﹤0.01% 887

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

CVA Family Office's NHI Position: Q2 2026 in Review

CVA Family Office held its National Health Investors (NHI) position steady in Q2 2026 at 49 shares worth $3.74K. The position accounts for ﹤0.01% of the portfolio, ranked #1362.

CVA Family Office first reported a position in NHI in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.12K in Q3 2024. 303 funds tracked by Wall St. Rank hold NHI as of Q2 2026.

  • CVA Family Office held 49 shares of National Health Investors worth $3.74K as of Q2 2026.
  • CVA Family Office left its National Health Investors share count unchanged in Q2 2026.
  • National Health Investors made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #1362 holding.
  • CVA Family Office first reported a position in National Health Investors in Q2 2024 and has held it in 9 quarters since.
  • CVA Family Office's National Health Investors position peaked at $4.12K in Q3 2024.
  • 303 funds tracked by Wall St. Rank held National Health Investors as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.