Graham Capital Management’s National Health Investors NHI Stock Holding History

Graham Capital Management’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
2025 Q3	–	Sell	-18,954	Closed	-$1.33M	–	1514
2025 Q2	$1.33M	Sell	18,954 -5,425	-22%	-$397K	0.02%	491
2025 Q1	$1.8M	Buy	24,379 +2,227	+10%	+$157K	0.03%	360
2024 Q4	$1.54M	Buy	22,152 +6,648	+43%	+$506K	0.02%	374
2024 Q3	$1.3M	Buy	+15,504	New	+$1.2M	0.02%	393
2023 Q2	–	Sell	-16,550	Closed	-$854K	–	1191
2023 Q1	$854K	Sell	16,550 -23,442	-59%	-$1.28M	0.03%	574
2022 Q4	$2.09M	Buy	39,992 +32,167	+411%	+$1.76M	0.06%	253
2022 Q3	$442K	Sell	7,825 -78,302	-91%	-$4.93M	0.02%	782
2022 Q2	$5.22M	Buy	86,127 +41,366	+92%	+$2.35M	0.21%	56
2022 Q1	$2.64M	Buy	+44,761	New	+$2.55M	0.09%	99

Other funds holding NHI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Graham Capital Management's NHI Position: Q3 2025 in Review

Graham Capital Management sold out of National Health Investors (NHI) in Q3 2025, closing a stake of 18,954 shares — an estimated $1.33M sold.

Graham Capital Management first reported a position in NHI in Q1 2022 and held it in 9 quarters. The position peaked at $5.22M in Q2 2022. 284 funds tracked by Wall St. Rank hold NHI as of Q3 2025.

Graham Capital Management reported no remaining National Health Investors position as of Q3 2025 after selling out during the quarter.
Graham Capital Management sold 18,954 National Health Investors shares in Q3 2025, an estimated $1.33M.
Graham Capital Management first reported a position in National Health Investors in Q1 2022 and held it in 9 quarters.
Graham Capital Management's National Health Investors position peaked at $5.22M in Q2 2022.
284 funds tracked by Wall St. Rank held National Health Investors as of Q3 2025.

Based on Graham Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.