M Holdings Securities’s National Health Investors NHI Stock Holding History

M Holdings Securities’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	$1.57M	Sell	21,813 -509,366	-96%	-$39M	0.22%	74
2026 Q1	$43M	Hold	531,179	–	–	2.9%	6
2025 Q4	$40.6M	Buy	531,179 +14,419	+3%	+$1.11M	2.91%	6
2025 Q3	$41.1M	Hold	516,760	–	–	8.68%	4
2025 Q2	$36.6M	Buy	+516,760	New	+$37.9M	6.28%	2
2020 Q2	–	Sell	-187,967	Closed	-$9.31M	–	208
2020 Q1	$9.31M	Buy	+187,967	New	+$14.3M	1.38%	15

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

M Holdings Securities's NHI Position: Q2 2026 in Review

M Holdings Securities reduced its National Health Investors (NHI) stake by 96% in Q2 2026, selling an estimated $39M and leaving 21,813 shares worth $1.57M. The position accounts for 0.22% of the portfolio, ranked #74.

M Holdings Securities first reported a position in NHI in Q1 2020 and has held it in 6 quarters since. The position peaked at $43M in Q1 2026. 304 funds tracked by Wall St. Rank hold NHI as of Q2 2026.

M Holdings Securities held 21,813 shares of National Health Investors worth $1.57M as of Q2 2026.
M Holdings Securities sold 509,366 National Health Investors shares in Q2 2026, an estimated $39M.
National Health Investors made up 0.22% of M Holdings Securities's portfolio in Q2 2026, its #74 holding.
M Holdings Securities first reported a position in National Health Investors in Q1 2020 and has held it in 6 quarters since.
M Holdings Securities's National Health Investors position peaked at $43M in Q1 2026.
304 funds tracked by Wall St. Rank held National Health Investors as of Q2 2026.

Based on M Holdings Securities's 13F filing for Q2 2026, filed 11 Aug 2026.