Mercer Global Advisors
NHI icon

Mercer Global Advisors’s National Health Investors NHI Stock Holding History

Mercer Global Advisors’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
-3,653
Closed -$295K – 3728
2026
Q1 		$295K Sell
3,653
-957
-21% -$79.7K ﹤0.01% 2451
2025
Q4 		$352K Buy
+4,610
New +$354K ﹤0.01% 2109
2020
Q1 		– Sell
-2,485
Closed -$202K – 1202
2019
Q4 		$202K Buy
+2,485
New +$203K ﹤0.01% 1082

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 $3.38T AUM 44.17% 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

Mercer Global Advisors's NHI Position: Q2 2026 in Review

Mercer Global Advisors sold out of National Health Investors (NHI) in Q2 2026, closing a stake of 3,653 shares — an estimated $295K sold.

Mercer Global Advisors first reported a position in NHI in Q4 2019 and held it in 3 quarters. The position peaked at $352K in Q4 2025. 304 funds tracked by Wall St. Rank hold NHI as of Q2 2026.

  • Mercer Global Advisors reported no remaining National Health Investors position as of Q2 2026 after selling out during the quarter.
  • Mercer Global Advisors sold 3,653 National Health Investors shares in Q2 2026, an estimated $295K.
  • Mercer Global Advisors first reported a position in National Health Investors in Q4 2019 and held it in 3 quarters.
  • Mercer Global Advisors's National Health Investors position peaked at $352K in Q4 2025.
  • 304 funds tracked by Wall St. Rank held National Health Investors as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.