Kozak & Associates’s National Healthcare Properties, Inc. Common Stock NHP Stock Holding History

Kozak & Associates’s Portfolio NHP Stock Details NHP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$18.9K	Buy	+1,285	New	+$20.6K	﹤0.01%	194

Other funds holding NHP

Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Kozak & Associates's NHP Position: Q3 2026 in Review

Kozak & Associates opened a new position in National Healthcare Properties, Inc. Common Stock (NHP) in Q3 2026: 1,285 shares worth $18.9K. The stake represents ﹤0.01% of the portfolio and ranks #194 among its holdings.

44 funds tracked by Wall St. Rank hold NHP as of Q3 2026.

Kozak & Associates held 1,285 shares of National Healthcare Properties, Inc. Common Stock worth $18.9K as of Q3 2026.
National Healthcare Properties, Inc. Common Stock was a new Kozak & Associates position in Q3 2026.
National Healthcare Properties, Inc. Common Stock made up ﹤0.01% of Kozak & Associates's portfolio in Q3 2026, its #194 holding.
44 funds tracked by Wall St. Rank held National Healthcare Properties, Inc. Common Stock as of Q3 2026.

Based on Kozak & Associates's 13F filing for Q3 2026, filed 29 Oct 2026.