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 Q2	$8.65K	Buy	113 +1	+0.9%	+$77	﹤0.01%	397
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 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

Darwin Wealth Management's NHI Position: Q2 2026 in Review

Darwin Wealth Management increased its National Health Investors (NHI) stake by 0.89% in Q2 2026, buying an estimated $77 and bringing the position to 113 shares worth $8.65K. The position accounts for ﹤0.01% of the portfolio, ranked #397.

Darwin Wealth Management first reported a position in NHI in Q1 2020 and has held it in 9 quarters since. The position peaked at $9.07K in Q1 2026. 303 funds tracked by Wall St. Rank hold NHI as of Q2 2026.

Darwin Wealth Management held 113 shares of National Health Investors worth $8.65K as of Q2 2026.
Darwin Wealth Management bought 1 National Health Investors share in Q2 2026, an estimated $77.
National Health Investors made up ﹤0.01% of Darwin Wealth Management's portfolio in Q2 2026, its #397 holding.
Darwin Wealth Management first reported a position in National Health Investors in Q1 2020 and has held it in 9 quarters since.
Darwin Wealth Management's National Health Investors position peaked at $9.07K in Q1 2026.
303 funds tracked by Wall St. Rank held National Health Investors as of Q2 2026.

Based on Darwin Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.