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 Q3	$1.71K	Hold	26	–	–	﹤0.01%	2077
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

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Nepsis Inc Minneapolis, Minnesota $317M AUM 37.22% 1-Year Est. Return

PDN

Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

FLI

Family Legacy Inc Greenville, South Carolina $363M AUM 22.81% 1-Year Est. Return

Pensionfund Sabic Sittard, Netherlands $82.9M AUM 10.69% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Mather Group's NHI Position: Q3 2026 in Review

Mather Group held its National Health Investors (NHI) position steady in Q3 2026 at 26 shares worth $1.71K. The position accounts for ﹤0.01% of the portfolio, ranked #2077.

Mather Group first reported a position in NHI in Q1 2024 and has held it in 9 quarters since. The position peaked at $6.04K in Q3 2025. 19 funds tracked by Wall St. Rank hold NHI as of Q3 2026.

Mather Group held 26 shares of National Health Investors worth $1.71K as of Q3 2026.
Mather Group left its National Health Investors share count unchanged in Q3 2026.
National Health Investors made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #2077 holding.
Mather Group first reported a position in National Health Investors in Q1 2024 and has held it in 9 quarters since.
Mather Group's National Health Investors position peaked at $6.04K in Q3 2025.
19 funds tracked by Wall St. Rank held National Health Investors as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.