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MAI Capital Management’s National Health Investors NHI Stock Holding History

MAI Capital Management’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
-920
Closed -$74.4K – 3767
2026
Q1 		$74.4K Buy
920
+43
+5% +$3.58K ﹤0.01% 1987
2025
Q4 		$67K Buy
877
+59
+7% +$4.52K ﹤0.01% 1853
2025
Q3 		$65K Hold
818
– – ﹤0.01% 1783
2025
Q2 		$57.4K Buy
818
+18
+2% +$1.32K ﹤0.01% 1776
2025
Q1 		$59.1K Hold
800
– – ﹤0.01% 1662
2024
Q4 		$55.4K Buy
+800
New +$60.8K ﹤0.01% 1715

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

MAI Capital Management's NHI Position: Q2 2026 in Review

MAI Capital Management sold out of National Health Investors (NHI) in Q2 2026, closing a stake of 920 shares — an estimated $74.4K sold.

MAI Capital Management first reported a position in NHI in Q4 2024 and held it in 6 quarters. The position peaked at $74.4K in Q1 2026. 303 funds tracked by Wall St. Rank hold NHI as of Q2 2026.

  • MAI Capital Management reported no remaining National Health Investors position as of Q2 2026 after selling out during the quarter.
  • MAI Capital Management sold 920 National Health Investors shares in Q2 2026, an estimated $74.4K.
  • MAI Capital Management first reported a position in National Health Investors in Q4 2024 and held it in 6 quarters.
  • MAI Capital Management's National Health Investors position peaked at $74.4K in Q1 2026.
  • 303 funds tracked by Wall St. Rank held National Health Investors as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.