Edgestream Partners’s National Health Investors NHI Stock Holding History

Edgestream Partners’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	$3.49M	Buy	45,814 +17,713	+63%	+$1.36M	0.1%	368
2026 Q1	$2.27M	Sell	28,101 -18,349	-40%	-$1.53M	0.07%	462
2025 Q4	$3.55M	Buy	+46,450	New	+$3.56M	0.1%	368
2025 Q3	–	Sell	-37,425	Closed	-$2.62M	–	998
2025 Q2	$2.62M	Buy	37,425 +21,813	+140%	+$1.6M	0.07%	464
2025 Q1	$1.15M	Sell	15,612 -37,783	-71%	-$2.66M	0.04%	584
2024 Q4	$3.7M	Sell	53,395 -24,693	-32%	-$1.88M	0.16%	246
2024 Q3	$6.56M	Buy	78,088 +44,938	+136%	+$3.46M	0.29%	76
2024 Q2	$2.25M	Buy	+33,150	New	+$2.13M	0.11%	297
2024 Q1	–	Sell	-9,564	Closed	-$534K	–	957
2023 Q4	$534K	Buy	+9,564	New	+$506K	0.04%	598
2022 Q3	–	Sell	-3,836	Closed	-$232K	–	566
2022 Q2	$232K	Sell	3,836 -8,630	-69%	-$491K	0.02%	475
2022 Q1	$736K	Buy	+12,466	New	+$710K	0.06%	370

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

Edgestream Partners's NHI Position: Q2 2026 in Review

Edgestream Partners increased its National Health Investors (NHI) stake by 63% in Q2 2026, buying an estimated $1.36M and bringing the position to 45,814 shares worth $3.49M. The position accounts for 0.1% of the portfolio, ranked #368.

Edgestream Partners first reported a position in NHI in Q1 2022 and has held it in 11 quarters since. The position peaked at $6.56M in Q3 2024. 303 funds tracked by Wall St. Rank hold NHI as of Q2 2026.

Edgestream Partners held 45,814 shares of National Health Investors worth $3.49M as of Q2 2026.
Edgestream Partners bought 17,713 National Health Investors shares in Q2 2026, an estimated $1.36M.
National Health Investors made up 0.1% of Edgestream Partners's portfolio in Q2 2026, its #368 holding.
Edgestream Partners first reported a position in National Health Investors in Q1 2022 and has held it in 11 quarters since.
Edgestream Partners's National Health Investors position peaked at $6.56M in Q3 2024.
303 funds tracked by Wall St. Rank held National Health Investors as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.