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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
Q3 		$394K Hold
6,010
– – 0.02% 347
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

SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
NI
Nepsis Inc Minneapolis, Minnesota $317M AUM 37.22% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
FLI
Family Legacy Inc Greenville, South Carolina $363M AUM 22.81% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $82.9M AUM 10.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

Equitable Trust's NHI Position: Q3 2026 in Review

Equitable Trust held its National Health Investors (NHI) position steady in Q3 2026 at 6,010 shares worth $394K. The position accounts for 0.02% of the portfolio, ranked #347.

Equitable Trust first reported a position in NHI in Q2 2018 and has held it in 22 quarters since. The position peaked at $518K in Q3 2019. 17 funds tracked by Wall St. Rank hold NHI as of Q3 2026.

  • Equitable Trust held 6,010 shares of National Health Investors worth $394K as of Q3 2026.
  • Equitable Trust left its National Health Investors share count unchanged in Q3 2026.
  • National Health Investors made up 0.02% of Equitable Trust's portfolio in Q3 2026, its #347 holding.
  • Equitable Trust first reported a position in National Health Investors in Q2 2018 and has held it in 22 quarters since.
  • Equitable Trust's National Health Investors position peaked at $518K in Q3 2019.
  • 17 funds tracked by Wall St. Rank held National Health Investors as of Q3 2026.

Based on Equitable Trust's 13F filing for Q3 2026, filed 13 Oct 2026.