Jacobs Levy Equity Management’s National Health Investors NHI Stock Holding History

Jacobs Levy Equity 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	$774K	Buy	+10,150	New	+$777K	﹤0.01%	751
2022 Q3	–	Sell	-7,769	Closed	-$471K	–	1112
2022 Q2	$471K	Sell	7,769 -43,796	-85%	-$2.49M	﹤0.01%	876
2022 Q1	$3.04M	Sell	51,565 -775	-1%	-$44.1K	0.02%	524
2021 Q4	$3.01M	Sell	52,340 -12,729	-20%	-$704K	0.02%	535
2021 Q3	$3.48M	Buy	65,069 +229	+0.4%	+$14.3K	0.02%	504
2021 Q2	$4.35M	Sell	64,840 -15,823	-20%	-$1.1M	0.03%	461
2021 Q1	$5.83M	Buy	80,663 +325	+0.4%	+$22.7K	0.05%	391
2020 Q4	$5.56M	Buy	80,338 +2,853	+4%	+$181K	0.05%	377
2020 Q3	$4.67M	Sell	77,485 -3,424	-4%	-$211K	0.05%	355
2020 Q2	$4.91M	Sell	80,909 -42,763	-35%	-$2.35M	0.05%	340
2020 Q1	$6.12M	Buy	+123,672	New	+$9.39M	0.08%	255
2016 Q4	–	Sell	-4,200	Closed	-$330K	–	1032
2016 Q3	$330K	Hold	4,200	–	–	0.01%	789
2016 Q2	$315K	Buy	+4,200	New	+$291K	0.01%	865
2014 Q1	–	Sell	-85,457	Closed	-$4.79M	–	972
2013 Q4	$4.79M	Buy	+85,457	New	+$5.08M	0.07%	295

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

Jacobs Levy Equity Management's NHI Position: Q2 2026 in Review

Jacobs Levy Equity Management opened a new position in National Health Investors (NHI) in Q2 2026: 10,150 shares worth $774K. The stake represents ﹤0.01% of the portfolio and ranks #751 among its holdings. This is a return to the name: Jacobs Levy Equity Management previously reported a position in NHI as recently as Q2 2022.

Jacobs Levy Equity Management first reported a position in NHI in Q4 2013 and has held it in 14 quarters since. The position peaked at $6.12M in Q1 2020. 303 funds tracked by Wall St. Rank hold NHI as of Q2 2026.

Jacobs Levy Equity Management held 10,150 shares of National Health Investors worth $774K as of Q2 2026.
National Health Investors was a new Jacobs Levy Equity Management position in Q2 2026.
National Health Investors made up ﹤0.01% of Jacobs Levy Equity Management's portfolio in Q2 2026, its #751 holding.
Jacobs Levy Equity Management first reported a position in National Health Investors in Q4 2013 and has held it in 14 quarters since.
Jacobs Levy Equity Management's National Health Investors position peaked at $6.12M in Q1 2020.
303 funds tracked by Wall St. Rank held National Health Investors as of Q2 2026.

Based on Jacobs Levy Equity Management's 13F filing for Q2 2026, filed 14 Aug 2026.