Loomis, Sayles & Company
NHI icon

Loomis, Sayles & Company’s National Health Investors NHI Stock Holding History

Loomis, Sayles & Company’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 		$28.9K Hold
357
– – ﹤0.01% 651
2025
Q4 		$27.3K Buy
357
+88
+33% +$6.75K ﹤0.01% 662
2025
Q3 		$21.4K Sell
269
-89
-25% -$6.66K ﹤0.01% 689
2025
Q2 		$25.1K Sell
358
-53
-13% -$3.88K ﹤0.01% 688
2025
Q1 		$30K Sell
411
-228
-36% -$16.1K ﹤0.01% 684
2024
Q4 		$44K Buy
639
+189
+42% +$14.4K ﹤0.01% 679
2024
Q3 		$38K Buy
+450
New +$34.7K ﹤0.01% 656
2020
Q4 		– Sell
-11
Closed -$1K – 819
2020
Q3 		$1K Hold
11
– – ﹤0.01% 644
2020
Q2 		$1K Hold
11
– – ﹤0.01% 683
2020
Q1 		$1K Buy
+11
New +$835 ﹤0.01% 716

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

Loomis, Sayles & Company's NHI Position: Q1 2026 in Review

Loomis, Sayles & Company held its National Health Investors (NHI) position steady in Q1 2026 at 357 shares worth $28.9K. The position accounts for ﹤0.01% of the portfolio, ranked #651.

Loomis, Sayles & Company first reported a position in NHI in Q1 2020 and has held it in 10 quarters since. The position peaked at $44K in Q4 2024. 318 funds tracked by Wall St. Rank hold NHI as of Q1 2026.

  • Loomis, Sayles & Company held 357 shares of National Health Investors worth $28.9K as of Q1 2026.
  • Loomis, Sayles & Company left its National Health Investors share count unchanged in Q1 2026.
  • National Health Investors made up ﹤0.01% of Loomis, Sayles & Company's portfolio in Q1 2026, its #651 holding.
  • Loomis, Sayles & Company first reported a position in National Health Investors in Q1 2020 and has held it in 10 quarters since.
  • Loomis, Sayles & Company's National Health Investors position peaked at $44K in Q4 2024.
  • 318 funds tracked by Wall St. Rank held National Health Investors as of Q1 2026.

Based on Loomis, Sayles & Company's 13F filing for Q1 2026, filed 14 May 2026.