Equitable Trust’s National Health Investors NHI Stock Holding History

Equitable Trust’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	$458K	Buy	+6,010	New	+$460K	0.02%	335
2026 Q1	–	Sell	-3,310	Closed	-$253K	–	484
2025 Q4	$253K	Hold	3,310	–	–	0.01%	406
2025 Q3	$263K	Hold	3,310	–	–	0.01%	403
2025 Q2	$232K	Hold	3,310	–	–	0.01%	415
2025 Q1	$244K	Hold	3,310	–	–	0.01%	436
2024 Q4	$229K	Hold	3,310	–	–	0.01%	446
2024 Q3	$278K	Sell	3,310 -1,630	-33%	-$126K	0.02%	402
2024 Q2	$335K	Hold	4,940	–	–	0.02%	364
2024 Q1	$310K	Buy	+4,940	New	+$279K	0.02%	375
2021 Q3	–	Sell	-3,190	Closed	-$214K	–	375
2021 Q2	$214K	Hold	3,190	–	–	0.01%	352
2021 Q1	$231K	Hold	3,190	–	–	0.02%	324
2020 Q4	$221K	Buy	+3,190	New	+$203K	0.02%	338
2020 Q3	–	Sell	-4,190	Closed	-$255K	–	328
2020 Q2	$255K	Hold	4,190	–	–	0.02%	280
2020 Q1	$208K	Hold	4,190	–	–	0.02%	292
2019 Q4	$341K	Sell	4,190 -2,095	-33%	-$172K	0.03%	234
2019 Q3	$518K	Hold	6,285	–	–	0.05%	194
2019 Q2	$490K	Buy	6,285 +2,030	+48%	+$158K	0.05%	198
2019 Q1	$334K	Buy	4,255 +118	+3%	+$9.38K	0.04%	228
2018 Q4	$313K	Hold	4,137	–	–	0.04%	218
2018 Q3	$313K	Sell	4,137 -500	-11%	-$38.2K	0.04%	242
2018 Q2	$342K	Buy	+4,637	New	+$328K	0.04%	220

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

Equitable Trust's NHI Position: Q2 2026 in Review

Equitable Trust opened a new position in National Health Investors (NHI) in Q2 2026: 6,010 shares worth $458K. The stake represents 0.02% of the portfolio and ranks #335 among its holdings. This is a return to the name: Equitable Trust previously reported a position in NHI as recently as Q4 2025.

Equitable Trust first reported a position in NHI in Q2 2018 and has held it in 21 quarters since. The position peaked at $518K in Q3 2019. 303 funds tracked by Wall St. Rank hold NHI as of Q2 2026.

Equitable Trust held 6,010 shares of National Health Investors worth $458K as of Q2 2026.
National Health Investors was a new Equitable Trust position in Q2 2026.
National Health Investors made up 0.02% of Equitable Trust's portfolio in Q2 2026, its #335 holding.
Equitable Trust first reported a position in National Health Investors in Q2 2018 and has held it in 21 quarters since.
Equitable Trust's National Health Investors position peaked at $518K in Q3 2019.
303 funds tracked by Wall St. Rank held National Health Investors as of Q2 2026.

Based on Equitable Trust's 13F filing for Q2 2026, filed 23 Jul 2026.