IEQ Capital’s National Health Investors NHI Stock Holding History

IEQ Capital’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 Q1	–	Sell	-3,148	Closed	-$240K	–	2018
2025 Q4	$240K	Buy	+3,148	New	+$241K	﹤0.01%	1624

Other funds holding NHI

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

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

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

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

IEQ Capital's NHI Position: Q1 2026 in Review

IEQ Capital sold out of National Health Investors (NHI) in Q1 2026, closing a stake of 3,148 shares — an estimated $240K sold.

IEQ Capital first reported a position in NHI in Q4 2025 and held it in 1 quarter. The position peaked at $240K in Q4 2025. 319 funds tracked by Wall St. Rank hold NHI as of Q1 2026.

IEQ Capital reported no remaining National Health Investors position as of Q1 2026 after selling out during the quarter.
IEQ Capital sold 3,148 National Health Investors shares in Q1 2026, an estimated $240K.
IEQ Capital first reported a position in National Health Investors in Q4 2025 and held it in 1 quarter.
IEQ Capital's National Health Investors position peaked at $240K in Q4 2025.
319 funds tracked by Wall St. Rank held National Health Investors as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.