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Mather Group’s National Health Investors NHI Stock Holding History

Mather Group’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 		$1.98K Hold
26
– – ﹤0.01% 1737
2026
Q1 		$2.1K Buy
+26
New +$2.17K ﹤0.01% 1700
2025
Q4 		– Sell
-76
Closed -$6.04K – 1295
2025
Q3 		$6.04K Buy
+76
New +$5.69K ﹤0.01% 1351
2025
Q2 		– Sell
-76
Closed -$5.61K – 1327
2025
Q1 		$5.61K Buy
76
+50
+192% +$3.53K ﹤0.01% 1385
2024
Q4 		$1.8K Hold
26
– – ﹤0.01% 1554
2024
Q3 		$2.19K Sell
26
-50
-66% -$3.85K ﹤0.01% 1471
2024
Q2 		$4.78K Hold
76
– – ﹤0.01% 1635
2024
Q1 		$4.25K Buy
+76
New +$4.29K ﹤0.01% 1380

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

Mather Group's NHI Position: Q2 2026 in Review

Mather Group held its National Health Investors (NHI) position steady in Q2 2026 at 26 shares worth $1.98K. The position accounts for ﹤0.01% of the portfolio, ranked #1737.

Mather Group first reported a position in NHI in Q1 2024 and has held it in 8 quarters since. The position peaked at $6.04K in Q3 2025. 303 funds tracked by Wall St. Rank hold NHI as of Q2 2026.

  • Mather Group held 26 shares of National Health Investors worth $1.98K as of Q2 2026.
  • Mather Group left its National Health Investors share count unchanged in Q2 2026.
  • National Health Investors made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #1737 holding.
  • Mather Group first reported a position in National Health Investors in Q1 2024 and has held it in 8 quarters since.
  • Mather Group's National Health Investors position peaked at $6.04K in Q3 2025.
  • 303 funds tracked by Wall St. Rank held National Health Investors as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.