Institute for Wealth Management’s National Health Investors NHI Stock Holding History

Institute for Wealth Management’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	$13.3K	Buy	+175	New	+$13.4K	﹤0.01%	1251

Other funds holding NHI

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

WIC

Woodmont Investment Counsel Nashville, Tennessee $1.83B AUM 25.91% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Institute for Wealth Management's NHI Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in National Health Investors (NHI) in Q2 2026: 175 shares worth $13.3K. The stake represents ﹤0.01% of the portfolio and ranks #1251 among its holdings.

134 funds tracked by Wall St. Rank hold NHI as of Q2 2026.

Institute for Wealth Management held 175 shares of National Health Investors worth $13.3K as of Q2 2026.
National Health Investors was a new Institute for Wealth Management position in Q2 2026.
National Health Investors made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1251 holding.
134 funds tracked by Wall St. Rank held National Health Investors as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.