KAS
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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
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 – 2681
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
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM