Kestra Advisory Services’s National Health Investors NHI Stock Holding History

Kestra Advisory Services’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	$511K	Sell	6,695 -795	-11%	-$60.9K	﹤0.01%	2335
2026 Q1	$606K	Sell	7,490 -324	-4%	-$27K	﹤0.01%	2077
2025 Q4	$597K	Sell	7,814 -2,523	-24%	-$193K	﹤0.01%	2017
2025 Q3	$822K	Buy	10,337 +4,699	+83%	+$352K	﹤0.01%	1720
2025 Q2	$395K	Buy	5,638 +28	+0.5%	+$2.05K	﹤0.01%	2143
2025 Q1	$414K	Buy	5,610 +40	+0.7%	+$2.82K	﹤0.01%	1941
2024 Q4	$386K	Buy	+5,570	New	+$424K	﹤0.01%	2053
2024 Q3	–	Sell	-5,475	Closed	-$376K	–	2680
2024 Q2	$376K	Sell	5,475 -535	-9%	-$34.3K	﹤0.01%	1975
2024 Q1	$383K	Buy	+6,010	New	+$339K	﹤0.01%	1838

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

Kestra Advisory Services's NHI Position: Q2 2026 in Review

Kestra Advisory Services reduced its National Health Investors (NHI) stake by 11% in Q2 2026, selling an estimated $60.9K and leaving 6,695 shares worth $511K. The position accounts for ﹤0.01% of the portfolio, ranked #2335.

Kestra Advisory Services first reported a position in NHI in Q1 2024 and has held it in 9 quarters since. The position peaked at $822K in Q3 2025. 303 funds tracked by Wall St. Rank hold NHI as of Q2 2026.

Kestra Advisory Services held 6,695 shares of National Health Investors worth $511K as of Q2 2026.
Kestra Advisory Services sold 795 National Health Investors shares in Q2 2026, an estimated $60.9K.
National Health Investors made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2335 holding.
Kestra Advisory Services first reported a position in National Health Investors in Q1 2024 and has held it in 9 quarters since.
Kestra Advisory Services's National Health Investors position peaked at $822K in Q3 2025.
303 funds tracked by Wall St. Rank held National Health Investors as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.