Global Retirement Partners’s National Health Investors NHI Stock Holding History

Global Retirement Partners’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	$13.6K	Buy	+178	New	+$13.6K	﹤0.01%	3258
2025 Q4	$15.6K	Buy	204 +192	+1,600%	+$14.7K	﹤0.01%	2979
2025 Q3	$954	Hold	12	–	–	﹤0.01%	3530
2025 Q2	$841	Buy	+12	New	+$879	﹤0.01%	3483
2024 Q4	$832	Sell	12 -24	-67%	-$1.82K	﹤0.01%	3313
2024 Q3	$3.03K	Hold	36	–	–	﹤0.01%	2778
2024 Q2	$2.44K	Buy	36 +10	+38%	+$641	﹤0.01%	2897
2024 Q1	$1.63K	Hold	26	–	–	﹤0.01%	2823
2023 Q4	$1.45K	Sell	26 -11	-30%	-$582	﹤0.01%	2784
2023 Q3	$1.92K	Buy	37 +12	+48%	+$628	﹤0.01%	2555
2023 Q2	$1.31K	Buy	25 +14	+127%	+$721	﹤0.01%	2695
2023 Q1	$537	Sell	11 -65	-86%	-$3.54K	﹤0.01%	2903
2022 Q4	$3.97K	Buy	+76	New	+$4.17K	﹤0.01%	2103

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 $3.38T AUM 44.17% 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

Global Retirement Partners's NHI Position: Q2 2026 in Review

Global Retirement Partners opened a new position in National Health Investors (NHI) in Q2 2026: 178 shares worth $13.6K. The stake represents ﹤0.01% of the portfolio and ranks #3258 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in NHI as recently as Q4 2025.

Global Retirement Partners first reported a position in NHI in Q4 2022 and has held it in 13 quarters since. The position peaked at $15.6K in Q4 2025. 304 funds tracked by Wall St. Rank hold NHI as of Q2 2026.

Global Retirement Partners held 178 shares of National Health Investors worth $13.6K as of Q2 2026.
National Health Investors was a new Global Retirement Partners position in Q2 2026.
National Health Investors made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #3258 holding.
Global Retirement Partners first reported a position in National Health Investors in Q4 2022 and has held it in 13 quarters since.
Global Retirement Partners's National Health Investors position peaked at $15.6K in Q4 2025.
304 funds tracked by Wall St. Rank held National Health Investors as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.