Family Legacy Inc’s National Health Investors NHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $755K | Hold |
9,340
| – | – | 0.23% | 94 |
|
|
2025
Q4 | $713K | Hold |
9,340
| – | – | 0.21% | 94 |
|
|
2025
Q3 | $743K | Hold |
9,340
| – | – | 0.23% | 90 |
|
|
2025
Q2 | $655K | Hold |
9,340
| – | – | 0.21% | 90 |
|
|
2025
Q1 | $690K | Sell |
9,340
-50
| -0.5% | -$3.53K | 0.24% | 89 |
|
|
2024
Q4 | $636K | Sell |
9,390
-12
| -0.1% | -$913 | 0.22% | 91 |
|
|
2024
Q3 | $790K | Sell |
9,402
-65
| -0.7% | -$5.01K | 0.26% | 90 |
|
|
2024
Q2 | $641K | Sell |
9,467
-105
| -1% | -$6.73K | 0.23% | 91 |
|
|
2024
Q1 | $601K | Sell |
9,572
-31
| -0.3% | -$1.75K | 0.22% | 91 |
|
|
2023
Q4 | $536K | Sell |
9,603
-4,300
| -31% | -$228K | 0.2% | 93 |
|
|
2023
Q3 | $714K | Sell |
13,903
-19
| -0.1% | -$994 | 0.3% | 87 |
|
|
2023
Q2 | $730K | Sell |
13,922
-200
| -1% | -$10.3K | 0.29% | 87 |
|
|
2023
Q1 | $728K | Sell |
14,122
-125
| -0.9% | -$6.82K | 0.31% | 84 |
|
|
2022
Q4 | $803K | Sell |
14,247
-693
| -5% | -$38K | 0.35% | 81 |
|
|
2022
Q3 | $845K | Sell |
14,940
-475
| -3% | -$29.9K | 0.42% | 72 |
|
|
2022
Q2 | $939K | Sell |
15,415
-100
| -0.6% | -$5.69K | 0.45% | 71 |
|
|
2022
Q1 | $916K | Sell |
15,515
-200
| -1% | -$11.4K | 0.38% | 76 |
|
|
2021
Q4 | $947K | Sell |
15,715
-162
| -1% | -$8.96K | 0.39% | 76 |
|
|
2021
Q3 | $834K | Hold |
15,877
| – | – | 0.38% | 78 |
|
|
2021
Q2 | $1.07M | Sell |
15,877
-120
| -0.8% | -$8.37K | 0.48% | 69 |
|
|
2021
Q1 | $1.16M | Sell |
15,997
-300
| -2% | -$20.9K | 0.55% | 62 |
|
|
2020
Q4 | $1.13M | Sell |
16,297
-2,889
| -15% | -$184K | 0.58% | 62 |
|
|
2020
Q3 | $1.16M | Sell |
19,186
-22
| -0.1% | -$1.36K | 0.65% | 55 |
|
|
2020
Q2 | $1.17M | Sell |
19,208
-400
| -2% | -$22K | 0.7% | 52 |
|
|
2020
Q1 | $971K | Buy |
19,608
+20
| +0.1% | +$1.52K | 0.7% | 51 |
|
|
2019
Q4 | $1.59M | Buy |
19,588
+46
| +0.2% | +$3.77K | 0.9% | 45 |
|
|
2019
Q3 | $1.57M | Buy |
19,542
+2,369
| +14% | +$193K | 0.98% | 43 |
|
|
2019
Q2 | $1.34M | Buy |
17,173
+343
| +2% | +$26.7K | 1.05% | 42 |
|
|
2019
Q1 | $1.3M | Hold |
16,830
| – | – | 1.06% | 42 |
|
|
2018
Q4 | $1.27M | Buy |
16,830
+600
| +4% | +$45.2K | 1.14% | 39 |
|
|
2018
Q3 | $1.23M | Sell |
16,230
-1,500
| -8% | -$115K | 1% | 41 |
|
|
2018
Q2 | $1.31M | Buy |
17,730
+18
| +0.1% | +$1.27K | 1.13% | 37 |
|
|
2018
Q1 | $1.19M | Buy |
17,712
+360
| +2% | +$24.6K | 1.1% | 38 |
|
|
2017
Q4 | $1.31M | Buy |
17,352
+5,852
| +51% | +$454K | 1.18% | 36 |
|
|
2017
Q3 | $889K | Sell |
11,500
-5,615
| -33% | -$439K | 2.26% | 24 |
|
|
2017
Q2 | $1.35M | Buy |
17,115
+65
| +0.4% | +$4.92K | 1.36% | 31 |
|
|
2017
Q1 | $1.24M | Buy |
+17,050
| New | +$1.25M | 1.29% | 30 |
|
Other funds holding NHI
VPM
VCM
NAMI
Family Legacy Inc's NHI Position: Q1 2026 in Review
Family Legacy Inc held its National Health Investors (NHI) position steady in Q1 2026 at 9,340 shares worth $755K. The position accounts for 0.23% of the portfolio, ranked #94.
Family Legacy Inc first reported a position in NHI in Q1 2017 and has held it in 37 quarters since. The position peaked at $1.59M in Q4 2019. 318 funds tracked by Wall St. Rank hold NHI as of Q1 2026.
- Family Legacy Inc held 9,340 shares of National Health Investors worth $755K as of Q1 2026.
- Family Legacy Inc left its National Health Investors share count unchanged in Q1 2026.
- National Health Investors made up 0.23% of Family Legacy Inc's portfolio in Q1 2026, its #94 holding.
- Family Legacy Inc first reported a position in National Health Investors in Q1 2017 and has held it in 37 quarters since.
- Family Legacy Inc's National Health Investors position peaked at $1.59M in Q4 2019.
- 318 funds tracked by Wall St. Rank held National Health Investors as of Q1 2026.
Based on Family Legacy Inc's 13F filing for Q1 2026, filed 12 May 2026.