Jupiter Asset Management’s National Health Investors NHI Stock Holding History

Jupiter Asset 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	–	Sell	-22,262	Closed	-$1.8M	–	598
2026 Q1	$1.8M	Hold	22,262	–	–	0.01%	407
2025 Q4	$1.7M	Hold	22,262	–	–	0.01%	330
2025 Q3	$1.77M	Buy	+22,262	New	+$1.67M	0.02%	328
2025 Q2	–	Sell	-2,790	Closed	-$206K	–	497
2025 Q1	$206K	Buy	+2,790	New	+$197K	﹤0.01%	416
2024 Q4	–	Sell	-123,509	Closed	-$10.4M	–	448
2024 Q3	$10.4M	Sell	123,509 -644	-0.5%	-$49.6K	0.09%	220
2024 Q2	$8.41M	Buy	124,153 +47,278	+61%	+$3.03M	0.08%	225
2024 Q1	$4.83M	Buy	76,875 +62,865	+449%	+$3.55M	0.05%	257
2023 Q4	$782K	Buy	+14,010	New	+$742K	0.01%	402
2021 Q4	–	Sell	-12,846	Closed	-$687K	–	614
2021 Q3	$687K	Buy	12,846 +5,173	+67%	+$323K	0.01%	447
2021 Q2	$514K	Buy	+7,673	New	+$535K	0.01%	491

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

Jupiter Asset Management's NHI Position: Q2 2026 in Review

Jupiter Asset Management sold out of National Health Investors (NHI) in Q2 2026, closing a stake of 22,262 shares — an estimated $1.8M sold.

Jupiter Asset Management first reported a position in NHI in Q2 2021 and held it in 10 quarters. The position peaked at $10.4M in Q3 2024. 297 funds tracked by Wall St. Rank hold NHI as of Q2 2026.

Jupiter Asset Management reported no remaining National Health Investors position as of Q2 2026 after selling out during the quarter.
Jupiter Asset Management sold 22,262 National Health Investors shares in Q2 2026, an estimated $1.8M.
Jupiter Asset Management first reported a position in National Health Investors in Q2 2021 and held it in 10 quarters.
Jupiter Asset Management's National Health Investors position peaked at $10.4M in Q3 2024.
297 funds tracked by Wall St. Rank held National Health Investors as of Q2 2026.

Based on Jupiter Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.