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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

Independent Financial Group's NHI Position: Q2 2026 in Review

Independent Financial Group increased its National Health Investors (NHI) stake by 24% in Q2 2026, buying an estimated $138K and bringing the position to 9,248 shares worth $705K. The position accounts for 0.01% of the portfolio, ranked #834.

Independent Financial Group first reported a position in NHI in Q1 2025 and has held it in 6 quarters since. 297 funds tracked by Wall St. Rank hold NHI as of Q2 2026.

  • Independent Financial Group held 9,248 shares of National Health Investors worth $705K as of Q2 2026.
  • Independent Financial Group bought 1,805 National Health Investors shares in Q2 2026, an estimated $138K.
  • National Health Investors made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #834 holding.
  • Independent Financial Group first reported a position in National Health Investors in Q1 2025 and has held it in 6 quarters since.
  • 297 funds tracked by Wall St. Rank held National Health Investors as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.