Loomis, Sayles & Company
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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
Q2 		– Sell
-357
Closed -$28.9K – 754
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

Loomis, Sayles & Company's NHI Position: Q2 2026 in Review

Loomis, Sayles & Company sold out of National Health Investors (NHI) in Q2 2026, closing a stake of 357 shares — an estimated $28.9K sold.

Loomis, Sayles & Company first reported a position in NHI in Q1 2020 and held it in 10 quarters. The position peaked at $44K in Q4 2024. 303 funds tracked by Wall St. Rank hold NHI as of Q2 2026.

  • Loomis, Sayles & Company reported no remaining National Health Investors position as of Q2 2026 after selling out during the quarter.
  • Loomis, Sayles & Company sold 357 National Health Investors shares in Q2 2026, an estimated $28.9K.
  • Loomis, Sayles & Company first reported a position in National Health Investors in Q1 2020 and held it in 10 quarters.
  • Loomis, Sayles & Company's National Health Investors position peaked at $44K in Q4 2024.
  • 303 funds tracked by Wall St. Rank held National Health Investors as of Q2 2026.

Based on Loomis, Sayles & Company's 13F filing for Q2 2026, filed 14 Aug 2026.