Integrated Wealth Concepts’s National Health Investors NHI Stock Holding History

Integrated Wealth Concepts’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	$84K	Buy	+1,102	New	+$84.4K	﹤0.01%	2952

Other funds holding NHI

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

Integrated Wealth Concepts's NHI Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in National Health Investors (NHI) in Q2 2026: 1,102 shares worth $84K. The stake represents ﹤0.01% of the portfolio and ranks #2952 among its holdings.

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

Integrated Wealth Concepts held 1,102 shares of National Health Investors worth $84K as of Q2 2026.
National Health Investors was a new Integrated Wealth Concepts position in Q2 2026.
National Health Investors made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2952 holding.
297 funds tracked by Wall St. Rank held National Health Investors as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.