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

Lazard 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	$2.91M	Buy	38,187 +20,175	+112%	+$1.54M	﹤0.01%	808
2026 Q1	$1.46M	Buy	+18,012	New	+$1.5M	﹤0.01%	1049
2024 Q4	–	Sell	-624	Closed	-$52K	–	2450
2024 Q3	$52K	Buy	+624	New	+$48.1K	﹤0.01%	1911
2024 Q2	–	Sell	-613	Closed	-$38K	–	2365
2024 Q1	$38K	Hold	613	–	–	﹤0.01%	1772
2023 Q4	$34K	Hold	613	–	–	﹤0.01%	1994
2023 Q3	$31K	Hold	613	–	–	﹤0.01%	2012
2023 Q2	$32K	Buy	+613	New	+$31.6K	﹤0.01%	1967
2023 Q1	–	Sell	-4,376	Closed	-$228K	–	2463
2022 Q4	$228K	Buy	+4,376	New	+$240K	﹤0.01%	1272
2018 Q1	–	Sell	-2,391	Closed	-$180K	–	1088
2017 Q4	$180K	Hold	2,391	–	–	﹤0.01%	882
2017 Q3	$184K	Sell	2,391 -100	-4%	-$7.82K	﹤0.01%	790
2017 Q2	$197K	Hold	2,491	–	–	﹤0.01%	777
2017 Q1	$180K	Sell	2,491 -14,409	-85%	-$1.06M	﹤0.01%	816
2016 Q4	$1.25M	Buy	16,900 +1,791	+12%	+$131K	﹤0.01%	666
2016 Q3	$1.19M	Buy	15,109 +14,509	+2,418%	+$1.14M	﹤0.01%	663
2016 Q2	$45K	Buy	600 +100	+20%	+$6.94K	﹤0.01%	893
2016 Q1	$33K	Hold	500	–	–	﹤0.01%	891
2015 Q4	$30K	Hold	500	–	–	﹤0.01%	952
2015 Q3	$28K	Hold	500	–	–	﹤0.01%	947
2015 Q2	$31K	Hold	500	–	–	﹤0.01%	995
2015 Q1	$35K	Sell	500 -37,300	-99%	-$2.69M	﹤0.01%	997
2014 Q4	$2.64M	Buy	+37,800	New	+$2.46M	0.01%	629

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

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

Lazard Asset Management increased its National Health Investors (NHI) stake by 112% in Q2 2026, buying an estimated $1.54M and bringing the position to 38,187 shares worth $2.91M. The position accounts for ﹤0.01% of the portfolio, ranked #808.

Lazard Asset Management first reported a position in NHI in Q4 2014 and has held it in 21 quarters since. 297 funds tracked by Wall St. Rank hold NHI as of Q2 2026.

Lazard Asset Management held 38,187 shares of National Health Investors worth $2.91M as of Q2 2026.
Lazard Asset Management bought 20,175 National Health Investors shares in Q2 2026, an estimated $1.54M.
National Health Investors made up ﹤0.01% of Lazard Asset Management's portfolio in Q2 2026, its #808 holding.
Lazard Asset Management first reported a position in National Health Investors in Q4 2014 and has held it in 21 quarters since.
297 funds tracked by Wall St. Rank held National Health Investors as of Q2 2026.

Based on Lazard Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.