Envestnet Asset Management’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 | $866K | Sell |
11,362
-655
| -5% | -$50.2K | ﹤0.01% | 3712 |
|
|
2026
Q1 | $972K | Buy |
12,017
+436
| +4% | +$36.3K | ﹤0.01% | 3487 |
|
|
2025
Q4 | $884K | Buy |
11,581
+1,049
| +10% | +$80.4K | ﹤0.01% | 3341 |
|
|
2025
Q3 | $837K | Sell |
10,532
-379
| -3% | -$28.4K | ﹤0.01% | 3430 |
|
|
2025
Q2 | $765K | Buy |
10,911
+1,183
| +12% | +$86.7K | ﹤0.01% | 3426 |
|
|
2025
Q1 | $718K | Sell |
9,728
-337
| -3% | -$23.8K | ﹤0.01% | 3395 |
|
|
2024
Q4 | $698K | Sell |
10,065
-1,084
| -10% | -$82.4K | ﹤0.01% | 3390 |
|
|
2024
Q3 | $937K | Sell |
11,149
-1,164
| -9% | -$89.7K | ﹤0.01% | 3171 |
|
|
2024
Q2 | $834K | Buy |
12,313
+62
| +0.5% | +$3.98K | ﹤0.01% | 3145 |
|
|
2024
Q1 | $770K | Buy |
12,251
+84
| +0.7% | +$4.74K | ﹤0.01% | 3192 |
|
|
2023
Q4 | $680K | Buy |
12,167
+59
| +0.5% | +$3.12K | ﹤0.01% | 3167 |
|
|
2023
Q3 | $622K | Buy |
12,108
+3,060
| +34% | +$160K | ﹤0.01% | 3131 |
|
|
2023
Q2 | $474K | Buy |
9,048
+3,051
| +51% | +$157K | ﹤0.01% | 3239 |
|
|
2023
Q1 | $309K | Buy |
+5,997
| New | +$327K | ﹤0.01% | 3427 |
|
|
2022
Q1 | – | Sell |
-3,544
| Closed | -$204K | – | 4015 |
|
|
2021
Q4 | $204K | Buy |
+3,544
| New | +$196K | ﹤0.01% | 3656 |
|
|
2021
Q3 | – | Sell |
-3,545
| Closed | -$238K | – | 3726 |
|
|
2021
Q2 | $238K | Sell |
3,545
-3,506
| -50% | -$244K | ﹤0.01% | 3414 |
|
|
2021
Q1 | $510K | Buy |
7,051
+782
| +12% | +$54.6K | ﹤0.01% | 2835 |
|
|
2020
Q4 | $434K | Sell |
6,269
-1,211
| -16% | -$77K | ﹤0.01% | 2730 |
|
|
2020
Q3 | $451K | Buy |
7,480
+302
| +4% | +$18.6K | ﹤0.01% | 2515 |
|
|
2020
Q2 | $436K | Buy |
7,178
+462
| +7% | +$25.4K | ﹤0.01% | 2488 |
|
|
2020
Q1 | $333K | Sell |
6,716
-1,248
| -16% | -$94.7K | ﹤0.01% | 2503 |
|
|
2019
Q4 | $649K | Buy |
7,964
+79
| +1% | +$6.47K | ﹤0.01% | 2289 |
|
|
2019
Q3 | $650K | Buy |
7,885
+600
| +8% | +$48.8K | ﹤0.01% | 2215 |
|
|
2019
Q2 | $568K | Buy |
7,285
+288
| +4% | +$22.4K | ﹤0.01% | 2315 |
|
|
2019
Q1 | $550K | Buy |
6,997
+640
| +10% | +$50.9K | ﹤0.01% | 2292 |
|
|
2018
Q4 | $480K | Buy |
+6,357
| New | +$479K | ﹤0.01% | 2177 |
|
|
2018
Q3 | – | Sell |
-63
| Closed | -$5K | – | 2121 |
|
|
2018
Q2 | $5K | Hold |
63
| – | – | ﹤0.01% | 2646 |
|
|
2018
Q1 | $4K | Sell |
63
-558
| -90% | -$38.1K | ﹤0.01% | 2631 |
|
|
2017
Q4 | $47K | Sell |
621
-87
| -12% | -$6.75K | ﹤0.01% | 2341 |
|
|
2017
Q3 | $54K | Sell |
708
-689
| -49% | -$53.9K | ﹤0.01% | 2264 |
|
|
2017
Q2 | $109K | Sell |
1,397
-10
| -0.7% | -$756 | ﹤0.01% | 2101 |
|
|
2017
Q1 | $103K | Sell |
1,407
-282
| -17% | -$20.7K | ﹤0.01% | 2175 |
|
|
2016
Q4 | $124K | Sell |
1,689
-458
| -21% | -$33.6K | ﹤0.01% | 2089 |
|
|
2016
Q3 | $168K | Sell |
2,147
-7,728
| -78% | -$608K | ﹤0.01% | 2099 |
|
|
2016
Q2 | $742K | Sell |
9,875
-3,316
| -25% | -$230K | ﹤0.01% | 1468 |
|
|
2016
Q1 | $877K | Buy |
13,191
+428
| +3% | +$26.4K | ﹤0.01% | 1377 |
|
|
2015
Q4 | $777K | Sell |
12,763
-87
| -0.7% | -$5.19K | ﹤0.01% | 1405 |
|
|
2015
Q3 | $739K | Sell |
12,850
-1,199
| -9% | -$72.5K | ﹤0.01% | 1422 |
|
|
2015
Q2 | $875K | Sell |
14,049
-644
| -4% | -$43.1K | ﹤0.01% | 1458 |
|
|
2015
Q1 | $1.04M | Buy |
14,693
+14,479
| +6,766% | +$1.05M | 0.01% | 1271 |
|
|
2014
Q4 | $15K | Sell |
214
-53
| -20% | -$3.44K | ﹤0.01% | 1847 |
|
|
2014
Q3 | $15K | Buy |
267
+44
| +20% | +$2.73K | ﹤0.01% | 1984 |
|
|
2014
Q2 | $14K | Buy |
223
+1
| +0.5% | +$62 | ﹤0.01% | 1895 |
|
|
2014
Q1 | $13K | Buy |
222
+44
| +25% | +$2.67K | ﹤0.01% | 1789 |
|
|
2013
Q4 | $10K | Buy |
178
+102
| +134% | +$6.07K | ﹤0.01% | 1746 |
|
|
2013
Q3 | $4K | Buy |
76
+33
| +77% | +$1.97K | ﹤0.01% | 1990 |
|
|
2013
Q2 | $3K | Buy |
+43
| New | +$2.79K | ﹤0.01% | 2016 |
|
Other funds holding NHI
NAMI
Envestnet Asset Management's NHI Position: Q2 2026 in Review
Envestnet Asset Management reduced its National Health Investors (NHI) stake by 5.5% in Q2 2026, selling an estimated $50.2K and leaving 11,362 shares worth $866K. The position accounts for ﹤0.01% of the portfolio, ranked #3712.
Envestnet Asset Management first reported a position in NHI in Q2 2013 and has held it in 47 quarters since. The position peaked at $1.04M in Q1 2015. 297 funds tracked by Wall St. Rank hold NHI as of Q2 2026.
- Envestnet Asset Management held 11,362 shares of National Health Investors worth $866K as of Q2 2026.
- Envestnet Asset Management sold 655 National Health Investors shares in Q2 2026, an estimated $50.2K.
- National Health Investors made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3712 holding.
- Envestnet Asset Management first reported a position in National Health Investors in Q2 2013 and has held it in 47 quarters since.
- Envestnet Asset Management's National Health Investors position peaked at $1.04M in Q1 2015.
- 297 funds tracked by Wall St. Rank held National Health Investors as of Q2 2026.
Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.