Jefferson Bridge Capital’s National Health Investors NHI Stock Holding History

Jefferson Bridge Capital’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	$4.38M	Buy	57,399 +11,600	+25%	+$888K	3.79%	5
2026 Q1	$3.7M	Hold	45,799	–	–	3.68%	6
2025 Q4	$3.5M	Buy	+45,799	New	+$3.51M	3.52%	6

Other funds holding NHI

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

WIC

Woodmont Investment Counsel Nashville, Tennessee $1.83B AUM 25.91% 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

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

LDB

Lee, Danner & Bass Nashville, Tennessee $1.73B AUM 36.69% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Jefferson Bridge Capital's NHI Position: Q2 2026 in Review

Jefferson Bridge Capital increased its National Health Investors (NHI) stake by 25% in Q2 2026, buying an estimated $888K and bringing the position to 57,399 shares worth $4.38M. The position accounts for 3.79% of the portfolio, ranked #5.

Jefferson Bridge Capital first reported a position in NHI in Q4 2025 and has held it in 3 quarters since. 108 funds tracked by Wall St. Rank hold NHI as of Q2 2026.

Jefferson Bridge Capital held 57,399 shares of National Health Investors worth $4.38M as of Q2 2026.
Jefferson Bridge Capital bought 11,600 National Health Investors shares in Q2 2026, an estimated $888K.
National Health Investors made up 3.79% of Jefferson Bridge Capital's portfolio in Q2 2026, its #5 holding.
Jefferson Bridge Capital first reported a position in National Health Investors in Q4 2025 and has held it in 3 quarters since.
108 funds tracked by Wall St. Rank held National Health Investors as of Q2 2026.

Based on Jefferson Bridge Capital's 13F filing for Q2 2026, filed 21 Jul 2026.