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InceptionR’s National Health Investors NHI Stock Holding History

InceptionR’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
Q4 		– Sell
-5,708
Closed -$454K – 793
2025
Q3 		$454K Buy
5,708
+373
+7% +$27.9K 0.11% 342
2025
Q2 		$374K Buy
+5,335
New +$391K 0.09% 385
2025
Q1 		– Sell
-3,005
Closed -$208K – 737
2024
Q4 		$208K Sell
3,005
-4,792
-61% -$364K 0.05% 550
2024
Q3 		$655K Buy
7,797
+1,281
+20% +$98.7K 0.16% 249
2024
Q2 		$441K Sell
6,516
-1,508
-19% -$96.7K 0.12% 319
2024
Q1 		$504K Buy
+8,024
New +$453K 0.13% 294

Other funds holding NHI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
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
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

InceptionR's NHI Position: Q4 2025 in Review

InceptionR sold out of National Health Investors (NHI) in Q4 2025, closing a stake of 5,708 shares — an estimated $454K sold.

InceptionR first reported a position in NHI in Q1 2024 and held it in 6 quarters. The position peaked at $655K in Q3 2024. 296 funds tracked by Wall St. Rank hold NHI as of Q4 2025.

  • InceptionR reported no remaining National Health Investors position as of Q4 2025 after selling out during the quarter.
  • InceptionR sold 5,708 National Health Investors shares in Q4 2025, an estimated $454K.
  • InceptionR first reported a position in National Health Investors in Q1 2024 and held it in 6 quarters.
  • InceptionR's National Health Investors position peaked at $655K in Q3 2024.
  • 296 funds tracked by Wall St. Rank held National Health Investors as of Q4 2025.

Based on InceptionR's 13F filing for Q4 2025, filed 11 Feb 2026.