Focus Partners Wealth
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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
Q2 		$368K Buy
4,828
+717
+17% +$54.9K ﹤0.01% 2147
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 $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 $3.38T AUM 44.17% 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

Focus Partners Wealth's NHI Position: Q2 2026 in Review

Focus Partners Wealth increased its National Health Investors (NHI) stake by 17% in Q2 2026, buying an estimated $54.9K and bringing the position to 4,828 shares worth $368K. The position accounts for ﹤0.01% of the portfolio, ranked #2147.

Focus Partners Wealth first reported a position in NHI in Q4 2023 and has held it in 11 quarters since. The position peaked at $393K in Q3 2024. 304 funds tracked by Wall St. Rank hold NHI as of Q2 2026.

  • Focus Partners Wealth held 4,828 shares of National Health Investors worth $368K as of Q2 2026.
  • Focus Partners Wealth bought 717 National Health Investors shares in Q2 2026, an estimated $54.9K.
  • National Health Investors made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #2147 holding.
  • Focus Partners Wealth first reported a position in National Health Investors in Q4 2023 and has held it in 11 quarters since.
  • Focus Partners Wealth's National Health Investors position peaked at $393K in Q3 2024.
  • 304 funds tracked by Wall St. Rank held National Health Investors as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.