Larson Financial Group’s National Health Investors NHI Stock Holding History

Larson Financial Group’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	$991	Sell	13 -33	-72%	-$2.53K	﹤0.01%	3316
2026 Q1	$3.72K	Hold	46	–	–	﹤0.01%	2739
2025 Q4	$3.51K	Sell	46 -122	-73%	-$9.36K	﹤0.01%	2601
2025 Q3	$13.3K	Buy	168 +129	+331%	+$9.65K	﹤0.01%	1870
2025 Q2	$2.73K	Buy	+39	New	+$2.86K	﹤0.01%	2306
2024 Q2	–	Sell	-6	Closed	-$381	–	2476
2024 Q1	$381	Hold	6	–	–	﹤0.01%	1582
2023 Q4	$333	Hold	6	–	–	﹤0.01%	1613
2023 Q3	$301	Hold	6	–	–	﹤0.01%	1613
2023 Q2	$302	Sell	6 -108	-95%	-$5.57K	﹤0.01%	1482
2023 Q1	$5.88K	Buy	114 +108	+1,800%	+$5.89K	﹤0.01%	1052
2022 Q4	$291	Buy	6 +1	+20%	+$55	﹤0.01%	1406
2022 Q3	$0	Buy	+5	New	+$315	﹤0.01%	1365

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

Larson Financial Group's NHI Position: Q2 2026 in Review

Larson Financial Group reduced its National Health Investors (NHI) stake by 72% in Q2 2026, selling an estimated $2.53K and leaving 13 shares worth $991. The position accounts for ﹤0.01% of the portfolio, ranked #3316.

Larson Financial Group first reported a position in NHI in Q3 2022 and has held it in 12 quarters since. The position peaked at $13.3K in Q3 2025. 303 funds tracked by Wall St. Rank hold NHI as of Q2 2026.

Larson Financial Group held 13 shares of National Health Investors worth $991 as of Q2 2026.
Larson Financial Group sold 33 National Health Investors shares in Q2 2026, an estimated $2.53K.
National Health Investors made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #3316 holding.
Larson Financial Group first reported a position in National Health Investors in Q3 2022 and has held it in 12 quarters since.
Larson Financial Group's National Health Investors position peaked at $13.3K in Q3 2025.
303 funds tracked by Wall St. Rank held National Health Investors as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.