Legal & General Group
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Legal & General Group’s National Health Investors NHI Stock Holding History

Legal & General 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
Q1 		$18.7M Sell
231,743
-19,845
-8% -$1.65M ﹤0.01% 846
2025
Q4 		$19.2M Buy
251,588
+46,715
+23% +$3.58M ﹤0.01% 861
2025
Q3 		$16.3M Sell
204,873
-26,209
-11% -$1.96M ﹤0.01% 956
2025
Q2 		$16.2M Buy
231,082
+7,558
+3% +$554K ﹤0.01% 941
2025
Q1 		$16.5M Buy
223,524
+11,002
+5% +$776K ﹤0.01% 884
2024
Q4 		$14.7M Sell
212,522
-19,697
-8% -$1.5M ﹤0.01% 950
2024
Q3 		$19.5M Sell
232,219
-33,878
-13% -$2.61M 0.01% 850
2024
Q2 		$18M Sell
266,097
-52,128
-16% -$3.34M 0.01% 866
2024
Q1 		$20M Sell
318,225
-4,692
-1% -$265K 0.01% 836
2023
Q4 		$18M Buy
322,917
+11,161
+4% +$591K 0.01% 872
2023
Q3 		$16M Buy
311,756
+13,984
+5% +$732K 0.01% 885
2023
Q2 		$15.6M Buy
297,772
+321
+0.1% +$16.5K 0.01% 916
2023
Q1 		$15.3M Buy
297,451
+20,162
+7% +$1.1M 0.01% 889
2022
Q4 		$14.5M Buy
277,289
+7,231
+3% +$396K 0.01% 907
2022
Q3 		$15.3M Sell
270,058
-16,484
-6% -$1.04M 0.01% 881
2022
Q2 		$17.4M Buy
286,542
+10,348
+4% +$589K 0.01% 862
2022
Q1 		$16.3M Sell
276,194
-7,795
-3% -$444K 0.01% 942
2021
Q4 		$16.3M Sell
283,989
-948
-0.3% -$52.5K ﹤0.01% 971
2021
Q3 		$15.2M Buy
284,937
+11,607
+4% +$725K 0.01% 981
2021
Q2 		$18.3M Sell
273,330
-4,536
-2% -$316K 0.01% 919
2021
Q1 		$20.1M Buy
277,866
+6,864
+3% +$479K 0.01% 884
2020
Q4 		$18.7M Buy
271,002
+7,386
+3% +$470K 0.01% 867
2020
Q3 		$15.9M Buy
263,616
+24,868
+10% +$1.54M 0.01% 856
2020
Q2 		$14.5M Sell
238,748
-18,308
-7% -$1.01M 0.01% 872
2020
Q1 		$12.8M Buy
257,056
+14,886
+6% +$1.13M 0.01% 840
2019
Q4 		$19.7M Buy
242,170
+17,158
+8% +$1.4M 0.01% 809
2019
Q3 		$18.5M Buy
225,012
+18,251
+9% +$1.49M 0.01% 803
2019
Q2 		$16.1M Buy
206,761
+67,849
+49% +$5.27M 0.01% 839
2019
Q1 		$10.9M Buy
138,912
+5,931
+4% +$471K 0.01% 867
2018
Q4 		$10M Sell
132,981
-1,172
-0.9% -$88.3K 0.01% 838
2018
Q3 		$10.1M Buy
134,153
+294
+0.2% +$22.4K 0.01% 861
2018
Q2 		$9.86M Buy
133,859
+535
+0.4% +$37.8K 0.01% 843
2018
Q1 		$8.97M Buy
133,324
+12,889
+11% +$881K 0.01% 857
2017
Q4 		$9.08M Buy
120,435
+4,289
+4% +$333K 0.01% 830
2017
Q3 		$8.98M Buy
116,146
+14,142
+14% +$1.11M 0.01% 801
2017
Q2 		$8.08M Buy
102,004
+11,556
+13% +$874K 0.01% 805
2017
Q1 		$6.57M Buy
90,448
+5,786
+7% +$424K 0.01% 835
2016
Q4 		$6.28M Buy
84,662
+179
+0.2% +$13.1K 0.01% 830
2016
Q3 		$6.63M Buy
84,483
+5,941
+8% +$467K 0.01% 729
2016
Q2 		$5.89M Buy
78,542
+9,638
+14% +$669K 0.01% 736
2016
Q1 		$4.58M Buy
68,904
+4,209
+7% +$260K 0.01% 755
2015
Q4 		$3.94M Buy
64,695
+496
+0.8% +$29.6K ﹤0.01% 794
2015
Q3 		$3.69M Buy
64,199
+4,467
+7% +$270K ﹤0.01% 788
2015
Q2 		$3.72M Buy
59,732
+5,607
+10% +$375K ﹤0.01% 788
2015
Q1 		$3.84M Sell
54,125
-4,297
-7% -$310K ﹤0.01% 770
2014
Q4 		$4.09M Buy
58,422
+7,580
+15% +$492K ﹤0.01% 778
2014
Q3 		$2.91M Buy
50,842
+8,702
+21% +$539K ﹤0.01% 799
2014
Q2 		$2.64M Sell
42,140
-3,086
-7% -$190K ﹤0.01% 810
2014
Q1 		$2.73M Hold
45,226
– – ﹤0.01% 782
2013
Q4 		$2.54M Buy
45,226
+7,469
+20% +$444K ﹤0.01% 780
2013
Q3 		$2.15M Sell
37,757
-260
-0.7% -$15.5K ﹤0.01% 795
2013
Q2 		$2.28M Buy
+38,017
New +$2.46M ﹤0.01% 765

Other funds holding NHI

BlackRock
BlackRock New York $5.72T 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 $1.56T 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

Legal & General Group's NHI Position: Q1 2026 in Review

Legal & General Group reduced its National Health Investors (NHI) stake by 7.9% in Q1 2026, selling an estimated $1.65M and leaving 231,743 shares worth $18.7M. The position accounts for ﹤0.01% of the portfolio, ranked #846.

Legal & General Group first reported a position in NHI in Q2 2013 and has held it in 52 quarters since. The position peaked at $20.1M in Q1 2021. 318 funds tracked by Wall St. Rank hold NHI as of Q1 2026.

  • Legal & General Group held 231,743 shares of National Health Investors worth $18.7M as of Q1 2026.
  • Legal & General Group sold 19,845 National Health Investors shares in Q1 2026, an estimated $1.65M.
  • National Health Investors made up ﹤0.01% of Legal & General Group's portfolio in Q1 2026, its #846 holding.
  • Legal & General Group first reported a position in National Health Investors in Q2 2013 and has held it in 52 quarters since.
  • Legal & General Group's National Health Investors position peaked at $20.1M in Q1 2021.
  • 318 funds tracked by Wall St. Rank held National Health Investors as of Q1 2026.

Based on Legal & General Group's 13F filing for Q1 2026, filed 8 May 2026.