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

EverSource 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 		$18.9K Sell
248
-378
-60% -$28.9K ﹤0.01% 2472
2026
Q1 		$50.6K Buy
626
+160
+34% +$13.3K ﹤0.01% 1871
2025
Q4 		$35.6K Buy
466
+81
+21% +$6.21K ﹤0.01% 1989
2025
Q3 		$30.6K Sell
385
-21
-5% -$1.57K ﹤0.01% 2041
2025
Q2 		$28.5K Buy
406
+288
+244% +$21.1K ﹤0.01% 2016
2025
Q1 		$8.72K Sell
118
-62
-34% -$4.37K ﹤0.01% 2182
2024
Q4 		$12.5K Buy
180
+103
+134% +$7.83K ﹤0.01% 1883
2024
Q3 		$6.47K Buy
77
+7
+10% +$540 ﹤0.01% 2108
2024
Q2 		$5.24K Buy
+70
New +$4.49K ﹤0.01% 2208
2023
Q3 		– Sell
-19
Closed -$996 – 2608
2023
Q2 		$996 Sell
19
-16
-46% -$825 ﹤0.01% 2230
2023
Q1 		$1.8K Hold
35
– – ﹤0.01% 1961
2022
Q4 		$1.83K Sell
35
-1,095
-97% -$60K ﹤0.01% 1937
2022
Q3 		$64K Buy
1,130
+683
+153% +$43K 0.01% 567
2022
Q2 		$27K Buy
447
+412
+1,177% +$23.5K 0.01% 755
2022
Q1 		$2K Sell
35
-54
-61% -$3.07K ﹤0.01% 1552
2021
Q4 		$5K Buy
+89
New +$4.92K ﹤0.01% 1266

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

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

EverSource Wealth Advisors reduced its National Health Investors (NHI) stake by 60% in Q2 2026, selling an estimated $28.9K and leaving 248 shares worth $18.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2472.

EverSource Wealth Advisors first reported a position in NHI in Q4 2021 and has held it in 16 quarters since. The position peaked at $64K in Q3 2022. 297 funds tracked by Wall St. Rank hold NHI as of Q2 2026.

  • EverSource Wealth Advisors held 248 shares of National Health Investors worth $18.9K as of Q2 2026.
  • EverSource Wealth Advisors sold 378 National Health Investors shares in Q2 2026, an estimated $28.9K.
  • National Health Investors made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2472 holding.
  • EverSource Wealth Advisors first reported a position in National Health Investors in Q4 2021 and has held it in 16 quarters since.
  • EverSource Wealth Advisors's National Health Investors position peaked at $64K in Q3 2022.
  • 297 funds tracked by Wall St. Rank held National Health Investors as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.