Franklin Resources
NHI icon

Franklin Resources’s National Health Investors NHI Stock Holding History

Franklin Resources’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 		$3.31M Buy
43,386
+4,884
+13% +$374K ﹤0.01% 1801
2026
Q1 		$3.11M Sell
38,502
-431
-1% -$35.9K ﹤0.01% 1727
2025
Q4 		$2.97M Sell
38,933
-12,356
-24% -$947K ﹤0.01% 1633
2025
Q3 		$4.08M Buy
51,289
+3,345
+7% +$250K ﹤0.01% 1495
2025
Q2 		$3.36M Buy
47,944
+2,481
+5% +$182K ﹤0.01% 1516
2025
Q1 		$3.36M Buy
45,463
+9
+0% +$635 ﹤0.01% 1501
2024
Q4 		$3.15M Sell
45,454
-3,699
-8% -$281K ﹤0.01% 1555
2024
Q3 		$3.76M Sell
49,153
-8,331
-14% -$642K ﹤0.01% 1479
2024
Q2 		$3.89M Buy
57,484
+8,835
+18% +$567K ﹤0.01% 1419
2024
Q1 		$3.06M Buy
48,649
+18,463
+61% +$1.04M ﹤0.01% 1553
2023
Q4 		$1.69M Buy
30,186
+24
+0.1% +$1.27K ﹤0.01% 1448
2023
Q3 		$1.55M Sell
30,162
-1,888
-6% -$98.8K ﹤0.01% 1472
2023
Q2 		$1.68M Sell
32,050
-11,040
-26% -$569K ﹤0.01% 1467
2023
Q1 		$2.22M Buy
43,090
+5,595
+15% +$305K ﹤0.01% 1334
2022
Q4 		$1.96M Buy
37,495
+11,629
+45% +$637K ﹤0.01% 1368
2022
Q3 		$1.46M Buy
25,866
+5,640
+28% +$355K ﹤0.01% 1431
2022
Q2 		$1.23M Sell
20,226
-3,553
-15% -$202K ﹤0.01% 1488
2022
Q1 		$1.4M Sell
23,779
-758
-3% -$43.1K ﹤0.01% 1518
2021
Q4 		$1.41M Sell
24,537
-719
-3% -$39.8K ﹤0.01% 1579
2021
Q3 		$1.35M Buy
+25,256
New +$1.58M ﹤0.01% 1554

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

Franklin Resources's NHI Position: Q2 2026 in Review

Franklin Resources increased its National Health Investors (NHI) stake by 13% in Q2 2026, buying an estimated $374K and bringing the position to 43,386 shares worth $3.31M. The position accounts for ﹤0.01% of the portfolio, ranked #1801.

Franklin Resources first reported a position in NHI in Q3 2021 and has held it in 20 quarters since. The position peaked at $4.08M in Q3 2025. 297 funds tracked by Wall St. Rank hold NHI as of Q2 2026.

  • Franklin Resources held 43,386 shares of National Health Investors worth $3.31M as of Q2 2026.
  • Franklin Resources bought 4,884 National Health Investors shares in Q2 2026, an estimated $374K.
  • National Health Investors made up ﹤0.01% of Franklin Resources's portfolio in Q2 2026, its #1801 holding.
  • Franklin Resources first reported a position in National Health Investors in Q3 2021 and has held it in 20 quarters since.
  • Franklin Resources's National Health Investors position peaked at $4.08M in Q3 2025.
  • 297 funds tracked by Wall St. Rank held National Health Investors as of Q2 2026.

Based on Franklin Resources's 13F filing for Q2 2026, filed 13 Aug 2026.