Dimensional Fund Advisors’s National Health Investors NHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $51.5M | Sell |
675,739
-10,510
| -2% | -$805K | 0.01% | 1588 |
|
|
2026
Q1 | $55.5M | Buy |
686,249
+18,164
| +3% | +$1.51M | 0.01% | 1444 |
|
|
2025
Q4 | $51M | Buy |
668,085
+14,958
| +2% | +$1.15M | 0.01% | 1497 |
|
|
2025
Q3 | $51.9M | Buy |
653,127
+22,115
| +4% | +$1.65M | 0.01% | 1501 |
|
|
2025
Q2 | $44.2M | Sell |
631,012
-3,306
| -0.5% | -$242K | 0.01% | 1570 |
|
|
2025
Q1 | $46.9M | Sell |
634,318
-112
| -0% | -$7.9K | 0.01% | 1509 |
|
|
2024
Q4 | $44M | Buy |
634,430
+20,631
| +3% | +$1.57M | 0.01% | 1583 |
|
|
2024
Q3 | $51.6M | Buy |
613,799
+5,823
| +1% | +$449K | 0.01% | 1492 |
|
|
2024
Q2 | $41.2M | Sell |
607,976
-3,423
| -0.6% | -$220K | 0.01% | 1579 |
|
|
2024
Q1 | $38.4M | Buy |
611,399
+7,090
| +1% | +$400K | 0.01% | 1643 |
|
|
2023
Q4 | $33.8M | Sell |
604,309
-13,242
| -2% | -$701K | 0.01% | 1699 |
|
|
2023
Q3 | $31.7M | Buy |
617,551
+8,149
| +1% | +$426K | 0.01% | 1645 |
|
|
2023
Q2 | $31.9M | Buy |
609,402
+5,045
| +0.8% | +$260K | 0.01% | 1669 |
|
|
2023
Q1 | $31.2M | Sell |
604,357
-3,500
| -0.6% | -$191K | 0.01% | 1666 |
|
|
2022
Q4 | $31.7K | Sell |
607,857
-7,205
| -1% | -$395K | 0.01% | 1617 |
|
|
2022
Q3 | $34.8M | Buy |
615,062
+3,543
| +0.6% | +$223K | 0.01% | 1487 |
|
|
2022
Q2 | $37.1M | Sell |
611,519
-654
| -0.1% | -$37.2K | 0.01% | 1522 |
|
|
2022
Q1 | $36.1M | Sell |
612,173
-23,124
| -4% | -$1.32M | 0.01% | 1634 |
|
|
2021
Q4 | $36.5M | Sell |
635,297
-25,807
| -4% | -$1.43M | 0.01% | 1632 |
|
|
2021
Q3 | $35.4M | Buy |
661,104
+51
| +0% | +$3.19K | 0.01% | 1672 |
|
|
2021
Q2 | $44.3M | Buy |
661,053
+10,308
| +2% | +$719K | 0.01% | 1535 |
|
|
2021
Q1 | $47M | Sell |
650,745
-5,579
| -0.9% | -$389K | 0.02% | 1494 |
|
|
2020
Q4 | $45.4M | Sell |
656,324
-11,885
| -2% | -$756K | 0.02% | 1444 |
|
|
2020
Q3 | $40.3M | Sell |
668,209
-22,242
| -3% | -$1.37M | 0.02% | 1372 |
|
|
2020
Q2 | $41.9M | Buy |
690,451
+7,587
| +1% | +$417K | 0.02% | 1356 |
|
|
2020
Q1 | $33.8M | Buy |
682,864
+7,265
| +1% | +$551K | 0.02% | 1370 |
|
|
2019
Q4 | $55M | Buy |
675,599
+11,681
| +2% | +$956K | 0.02% | 1336 |
|
|
2019
Q3 | $54.7M | Buy |
663,918
+3,600
| +0.5% | +$293K | 0.02% | 1308 |
|
|
2019
Q2 | $51.5M | Buy |
660,318
+7,058
| +1% | +$549K | 0.02% | 1403 |
|
|
2019
Q1 | $51.3M | Sell |
653,260
-6,622
| -1% | -$526K | 0.02% | 1379 |
|
|
2018
Q4 | $49.8M | Buy |
659,882
+14,805
| +2% | +$1.12M | 0.02% | 1248 |
|
|
2018
Q3 | $48.8M | Buy |
645,077
+6,456
| +1% | +$493K | 0.02% | 1485 |
|
|
2018
Q2 | $47.1M | Buy |
638,621
+8,904
| +1% | +$629K | 0.02% | 1494 |
|
|
2018
Q1 | $42.4M | Buy |
629,717
+30,317
| +5% | +$2.07M | 0.02% | 1514 |
|
|
2017
Q4 | $45.2M | Buy |
599,400
+10,667
| +2% | +$828K | 0.02% | 1462 |
|
|
2017
Q3 | $45.5M | Buy |
588,733
+23,191
| +4% | +$1.81M | 0.02% | 1394 |
|
|
2017
Q2 | $44.8M | Buy |
565,542
+22,697
| +4% | +$1.72M | 0.02% | 1365 |
|
|
2017
Q1 | $39.4M | Buy |
542,845
+43,890
| +9% | +$3.22M | 0.02% | 1441 |
|
|
2016
Q4 | $37M | Buy |
498,955
+22,689
| +5% | +$1.67M | 0.02% | 1460 |
|
|
2016
Q3 | $37.4M | Buy |
476,266
+4,856
| +1% | +$382K | 0.02% | 1359 |
|
|
2016
Q2 | $35.4M | Buy |
471,410
+5,830
| +1% | +$405K | 0.02% | 1339 |
|
|
2016
Q1 | $31M | Sell |
465,580
-959
| -0.2% | -$59.2K | 0.02% | 1435 |
|
|
2015
Q4 | $28.4M | Buy |
466,539
+14,600
| +3% | +$871K | 0.02% | 1446 |
|
|
2015
Q3 | $26M | Buy |
451,939
+59,413
| +15% | +$3.59M | 0.02% | 1483 |
|
|
2015
Q2 | $24.5M | Buy |
392,526
+44,562
| +13% | +$2.98M | 0.02% | 1634 |
|
|
2015
Q1 | $24.7M | Buy |
347,964
+52,699
| +18% | +$3.8M | 0.02% | 1566 |
|
|
2014
Q4 | $20.7M | Buy |
295,265
+26,365
| +10% | +$1.71M | 0.01% | 1718 |
|
|
2014
Q3 | $15.4M | Buy |
268,900
+32,224
| +14% | +$2M | 0.01% | 1878 |
|
|
2014
Q2 | $14.8M | Buy |
236,676
+35,245
| +17% | +$2.17M | 0.01% | 1923 |
|
|
2014
Q1 | $12.2M | Buy |
201,431
+21,883
| +12% | +$1.33M | 0.01% | 2020 |
|
|
2013
Q4 | $10.1M | Buy |
179,548
+13,701
| +8% | +$815K | 0.01% | 2169 |
|
|
2013
Q3 | $9.44M | Buy |
165,847
+8,978
| +6% | +$536K | 0.01% | 2142 |
|
|
2013
Q2 | $9.39M | Buy |
+156,869
| New | +$10.2M | 0.01% | 2055 |
|
Other funds holding NHI
NAMI
Dimensional Fund Advisors's NHI Position: Q2 2026 in Review
Dimensional Fund Advisors reduced its National Health Investors (NHI) stake by 1.5% in Q2 2026, selling an estimated $805K and leaving 675,739 shares worth $51.5M. The position accounts for 0.01% of the portfolio, ranked #1588.
Dimensional Fund Advisors first reported a position in NHI in Q2 2013 and has held it in 53 quarters since. The position peaked at $55.5M in Q1 2026. 280 funds tracked by Wall St. Rank hold NHI as of Q2 2026.
- Dimensional Fund Advisors held 675,739 shares of National Health Investors worth $51.5M as of Q2 2026.
- Dimensional Fund Advisors sold 10,510 National Health Investors shares in Q2 2026, an estimated $805K.
- National Health Investors made up 0.01% of Dimensional Fund Advisors's portfolio in Q2 2026, its #1588 holding.
- Dimensional Fund Advisors first reported a position in National Health Investors in Q2 2013 and has held it in 53 quarters since.
- Dimensional Fund Advisors's National Health Investors position peaked at $55.5M in Q1 2026.
- 280 funds tracked by Wall St. Rank held National Health Investors as of Q2 2026.
Based on Dimensional Fund Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.