Focus Partners Advisor Solutions’s National Health Investors NHI Stock Holding History

Focus Partners Advisor Solutions’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	$316K	Buy	4,146 +247	+6%	+$18.9K	﹤0.01%	989
2026 Q1	$315K	Buy	+3,899	New	+$325K	﹤0.01%	948
2025 Q4	–	Sell	-4,784	Closed	-$381K	–	1207
2025 Q3	$381K	Buy	4,784 +247	+5%	+$18.5K	﹤0.01%	824
2025 Q2	$318K	Buy	+4,537	New	+$332K	﹤0.01%	835
2025 Q1	–	Sell	-4,721	Closed	-$327K	–	1010
2024 Q4	$327K	Sell	4,721 -8,357	-64%	-$636K	0.01%	582
2024 Q3	$1.1M	Buy	+13,078	New	+$1.01M	0.02%	280
2024 Q1	–	Sell	-4,771	Closed	-$266K	–	622
2023 Q4	$266K	Sell	4,771 -8,246	-63%	-$437K	0.01%	345
2023 Q3	$669K	Buy	13,017 +8,248	+173%	+$431K	0.03%	213
2023 Q2	$250K	Buy	+4,769	New	+$246K	0.01%	325

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

Focus Partners Advisor Solutions's NHI Position: Q2 2026 in Review

Focus Partners Advisor Solutions increased its National Health Investors (NHI) stake by 6.3% in Q2 2026, buying an estimated $18.9K and bringing the position to 4,146 shares worth $316K. The position accounts for ﹤0.01% of the portfolio, ranked #989.

Focus Partners Advisor Solutions first reported a position in NHI in Q2 2023 and has held it in 9 quarters since. The position peaked at $1.1M in Q3 2024. 297 funds tracked by Wall St. Rank hold NHI as of Q2 2026.

Focus Partners Advisor Solutions held 4,146 shares of National Health Investors worth $316K as of Q2 2026.
Focus Partners Advisor Solutions bought 247 National Health Investors shares in Q2 2026, an estimated $18.9K.
National Health Investors made up ﹤0.01% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #989 holding.
Focus Partners Advisor Solutions first reported a position in National Health Investors in Q2 2023 and has held it in 9 quarters since.
Focus Partners Advisor Solutions's National Health Investors position peaked at $1.1M in Q3 2024.
297 funds tracked by Wall St. Rank held National Health Investors as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.