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Essential Partners’s National Health Investors NHI Stock Holding History

Essential 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
Q3 		– Sell
-30
Closed -$2.29K – 2953
2026
Q2 		$2.29K Sell
30
-25
-45% -$1.91K ﹤0.01% 1918
2026
Q1 		$4.45K Sell
55
-1
-2% -$83 ﹤0.01% 1630
2025
Q4 		$4.28K Buy
56
+26
+87% +$1.99K ﹤0.01% 1491
2025
Q3 		$2.38K Buy
+30
New +$2.25K ﹤0.01% 1734

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
ET
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Essential Partners's NHI Position: Q3 2026 in Review

Essential Partners sold out of National Health Investors (NHI) in Q3 2026, closing a stake of 30 shares — an estimated $2.29K sold.

Essential Partners first reported a position in NHI in Q3 2025 and held it in 4 quarters. The position peaked at $4.45K in Q1 2026. 19 funds tracked by Wall St. Rank hold NHI as of Q3 2026.

  • Essential Partners reported no remaining National Health Investors position as of Q3 2026 after selling out during the quarter.
  • Essential Partners sold 30 National Health Investors shares in Q3 2026, an estimated $2.29K.
  • Essential Partners first reported a position in National Health Investors in Q3 2025 and held it in 4 quarters.
  • Essential Partners's National Health Investors position peaked at $4.45K in Q1 2026.
  • 19 funds tracked by Wall St. Rank held National Health Investors as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.