Independent Financial Group’s National Health Investors NHI Stock Holding History

Independent Financial Group’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 Q3	$643K	Buy	9,800 +552	+6%	+$40.5K	0.01%	876
2026 Q2	$705K	Buy	9,248 +1,805	+24%	+$138K	0.01%	834
2026 Q1	$602K	Buy	7,443 +385	+5%	+$32.1K	0.01%	839
2025 Q4	$539K	Buy	7,058 +343	+5%	+$26.3K	0.01%	867
2025 Q3	$534K	Buy	6,715 +1,054	+19%	+$78.9K	0.01%	829
2025 Q2	$397K	Buy	5,661 +88	+2%	+$6.45K	0.01%	885
2025 Q1	$412K	Buy	+5,573	New	+$393K	0.01%	783

Other funds holding NHI

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Nepsis Inc Minneapolis, Minnesota $317M AUM 37.22% 1-Year Est. Return

PDN

Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

FLI

Family Legacy Inc Greenville, South Carolina $363M AUM 22.81% 1-Year Est. Return

Pensionfund Sabic Sittard, Netherlands $82.9M AUM 10.69% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

Independent Financial Group's NHI Position: Q3 2026 in Review

Independent Financial Group increased its National Health Investors (NHI) stake by 6% in Q3 2026, buying an estimated $40.5K and bringing the position to 9,800 shares worth $643K. The position accounts for 0.01% of the portfolio, ranked #876.

Independent Financial Group first reported a position in NHI in Q1 2025 and has held it in 7 quarters since. The position peaked at $705K in Q2 2026. 17 funds tracked by Wall St. Rank hold NHI as of Q3 2026.

Independent Financial Group held 9,800 shares of National Health Investors worth $643K as of Q3 2026.
Independent Financial Group bought 552 National Health Investors shares in Q3 2026, an estimated $40.5K.
National Health Investors made up 0.01% of Independent Financial Group's portfolio in Q3 2026, its #876 holding.
Independent Financial Group first reported a position in National Health Investors in Q1 2025 and has held it in 7 quarters since.
Independent Financial Group's National Health Investors position peaked at $705K in Q2 2026.
17 funds tracked by Wall St. Rank held National Health Investors as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.