Focus Partners Wealth
NHI icon

Focus Partners Wealth’s National Health Investors NHI Stock Holding History

Focus Partners Wealth’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
Q1 		$332K Sell
4,111
-793
-16% -$66K ﹤0.01% 2131
2025
Q4 		$375K Buy
4,904
+188
+4% +$14.4K ﹤0.01% 2097
2025
Q3 		$375K Sell
4,716
-167
-3% -$12.5K ﹤0.01% 1731
2025
Q2 		$342K Sell
4,883
-12
-0.2% -$879 ﹤0.01% 1612
2025
Q1 		$362K Buy
4,895
+28
+0.6% +$1.98K ﹤0.01% 1487
2024
Q4 		$337K Buy
4,867
+188
+4% +$14.3K ﹤0.01% 1500
2024
Q3 		$393K Hold
4,679
– – ﹤0.01% 1225
2024
Q2 		$317K Hold
4,679
– – ﹤0.01% 1056
2024
Q1 		$294K Hold
4,679
– – ﹤0.01% 839
2023
Q4 		$261K Buy
+4,679
New +$248K ﹤0.01% 694

Other funds holding NHI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM