Holocene Advisors’s National Health Investors NHI Stock Holding History

Holocene Advisors’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	$560K	Buy	+7,343	New	+$562K	﹤0.01%	730
2023 Q3	–	Sell	-11,909	Closed	-$624K	–	822
2023 Q2	$624K	Buy	11,909 +252	+2%	+$13K	﹤0.01%	664
2023 Q1	$601K	Buy	11,657 +2,164	+23%	+$118K	﹤0.01%	632
2022 Q4	$496K	Sell	9,493 -17,546	-65%	-$962K	﹤0.01%	623
2022 Q3	$1.53M	Sell	27,039 -8,191	-23%	-$516K	0.01%	505
2022 Q2	$2.13M	Hold	35,230	–	–	0.01%	512
2022 Q1	$2.08M	Hold	35,230	–	–	0.01%	500
2021 Q4	$2.02M	Buy	+35,230	New	+$1.95M	0.01%	533
2018 Q2	–	Sell	-4,510	Closed	-$303K	–	679
2018 Q1	$303K	Buy	+4,510	New	+$308K	0.01%	396

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 $3.37T AUM 44.26% 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

Holocene Advisors's NHI Position: Q2 2026 in Review

Holocene Advisors opened a new position in National Health Investors (NHI) in Q2 2026: 7,343 shares worth $560K. The stake represents ﹤0.01% of the portfolio and ranks #730 among its holdings. This is a return to the name: Holocene Advisors previously reported a position in NHI as recently as Q2 2023.

Holocene Advisors first reported a position in NHI in Q1 2018 and has held it in 9 quarters since. The position peaked at $2.13M in Q2 2022. 304 funds tracked by Wall St. Rank hold NHI as of Q2 2026.

Holocene Advisors held 7,343 shares of National Health Investors worth $560K as of Q2 2026.
National Health Investors was a new Holocene Advisors position in Q2 2026.
National Health Investors made up ﹤0.01% of Holocene Advisors's portfolio in Q2 2026, its #730 holding.
Holocene Advisors first reported a position in National Health Investors in Q1 2018 and has held it in 9 quarters since.
Holocene Advisors's National Health Investors position peaked at $2.13M in Q2 2022.
304 funds tracked by Wall St. Rank held National Health Investors as of Q2 2026.

Based on Holocene Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.