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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
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
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

M Holdings Securities's NHI Position: Q1 2026 in Review

M Holdings Securities held its National Health Investors (NHI) position steady in Q1 2026 at 531,179 shares worth $43M. The position accounts for 2.9% of the portfolio, ranked #6.

M Holdings Securities first reported a position in NHI in Q1 2020 and has held it in 5 quarters since. 318 funds tracked by Wall St. Rank hold NHI as of Q1 2026.

  • M Holdings Securities held 531,179 shares of National Health Investors worth $43M as of Q1 2026.
  • M Holdings Securities left its National Health Investors share count unchanged in Q1 2026.
  • National Health Investors made up 2.9% of M Holdings Securities's portfolio in Q1 2026, its #6 holding.
  • M Holdings Securities first reported a position in National Health Investors in Q1 2020 and has held it in 5 quarters since.
  • 318 funds tracked by Wall St. Rank held National Health Investors as of Q1 2026.

Based on M Holdings Securities's 13F filing for Q1 2026, filed 12 May 2026.