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EP Wealth Advisors’s National Health Investors NHI Stock Holding History

EP Wealth Advisors’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
-4,369
Closed -$353K – 1831
2026
Q1 		$353K Sell
4,369
-223
-5% -$18.6K ﹤0.01% 1076
2025
Q4 		$351K Buy
+4,592
New +$352K ﹤0.01% 1047
2025
Q2 		$321K Sell
4,583
-29
-0.6% -$2.12K ﹤0.01% 981
2025
Q1 		$341K Buy
4,612
+1,081
+31% +$76.2K ﹤0.01% 853
2024
Q4 		$245K Buy
+3,531
New +$269K ﹤0.01% 964

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

EP Wealth Advisors's NHI Position: Q2 2026 in Review

EP Wealth Advisors sold out of National Health Investors (NHI) in Q2 2026, closing a stake of 4,369 shares — an estimated $353K sold.

EP Wealth Advisors first reported a position in NHI in Q4 2024 and held it in 5 quarters. The position peaked at $353K in Q1 2026. 297 funds tracked by Wall St. Rank hold NHI as of Q2 2026.

  • EP Wealth Advisors reported no remaining National Health Investors position as of Q2 2026 after selling out during the quarter.
  • EP Wealth Advisors sold 4,369 National Health Investors shares in Q2 2026, an estimated $353K.
  • EP Wealth Advisors first reported a position in National Health Investors in Q4 2024 and held it in 5 quarters.
  • EP Wealth Advisors's National Health Investors position peaked at $353K in Q1 2026.
  • 297 funds tracked by Wall St. Rank held National Health Investors as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.