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Dunhill Financial’s National Health Investors NHI Stock Holding History

Dunhill Financial’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 		– Sell
-2
Closed -$201 – 1794
2026
Q1 		$201 Hold
2
– – ﹤0.01% 1253
2025
Q4 		$190 Buy
+2
New +$153 ﹤0.01% 1138
2025
Q2 		– Sell
-3
Closed -$202 – 1085
2025
Q1 		$202 Hold
3
– – ﹤0.01% 882
2024
Q4 		$189 Hold
3
– – ﹤0.01% 830
2024
Q3 		$230 Buy
+3
New +$231 ﹤0.01% 846

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

Dunhill Financial's NHI Position: Q2 2026 in Review

Dunhill Financial sold out of National Health Investors (NHI) in Q2 2026, closing a stake of 2 shares — an estimated $201 sold.

Dunhill Financial first reported a position in NHI in Q3 2024 and held it in 5 quarters. The position peaked at $230 in Q3 2024. 303 funds tracked by Wall St. Rank hold NHI as of Q2 2026.

  • Dunhill Financial reported no remaining National Health Investors position as of Q2 2026 after selling out during the quarter.
  • Dunhill Financial sold 2 National Health Investors shares in Q2 2026, an estimated $201.
  • Dunhill Financial first reported a position in National Health Investors in Q3 2024 and held it in 5 quarters.
  • Dunhill Financial's National Health Investors position peaked at $230 in Q3 2024.
  • 303 funds tracked by Wall St. Rank held National Health Investors as of Q2 2026.

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