DWM
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Darwin Wealth Management’s National Health Investors NHI Stock Holding History

Darwin Wealth 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
Q1 		$9.07K Buy
112
+2
+2% +$167 ﹤0.01% 367
2025
Q4 		$8.47K Buy
110
+1
+0.9% +$77 ﹤0.01% 390
2025
Q3 		$8.71K Buy
109
+1
+0.9% +$75 ﹤0.01% 381
2025
Q2 		$7.59K Buy
108
+3
+3% +$220 ﹤0.01% 373
2025
Q1 		$7.31K Hold
105
– – ﹤0.01% 405
2024
Q4 		$7.31K Buy
105
+1
+1% +$76 ﹤0.01% 405
2024
Q3 		$8.77K Buy
+104
New +$8.02K ﹤0.01% 406
2020
Q2 		– Sell
-100
Closed -$4K – 535
2020
Q1 		$4K Buy
+100
New +$7.59K ﹤0.01% 627

Other funds holding NHI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM