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Meritage Portfolio Management’s National Health Investors NHI Stock Holding History

Meritage Portfolio 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
2025
Q4 		$4.77M Buy
62,512
+20,172
+48% +$1.55M 0.32% 94
2025
Q3 		$3.37M Sell
42,340
-620
-1% -$46.4K 0.22% 130
2025
Q2 		$3.01M Sell
42,960
-776
-2% -$56.8K 0.19% 139
2025
Q1 		$3.23M Buy
+43,736
New +$3.08M 0.21% 133
2021
Q2 		– Sell
-33,020
Closed -$2.39M – 313
2021
Q1 		$2.39M Sell
33,020
-2,837
-8% -$198K 0.16% 159
2020
Q4 		$2.48M Sell
35,857
-31,897
-47% -$2.03M 0.18% 154
2020
Q3 		$4.08M Sell
67,754
-7,472
-10% -$461K 0.37% 58
2020
Q2 		$4.57M Sell
75,226
-8,427
-10% -$463K 0.44% 56
2020
Q1 		$4.14M Buy
83,653
+38,308
+84% +$2.91M 0.56% 49
2019
Q4 		$3.69M Sell
45,345
-19,331
-30% -$1.58M 0.33% 103
2019
Q3 		$5.33M Buy
64,676
+1,277
+2% +$104K 0.51% 55
2019
Q2 		$4.95M Sell
63,399
-62
-0.1% -$4.82K 0.5% 63
2019
Q1 		$4.99M Sell
63,461
-214
-0.3% -$17K 0.51% 78
2018
Q4 		$4.81M Sell
63,675
-1,730
-3% -$130K 0.55% 63
2018
Q3 		$4.94M Buy
+65,405
New +$4.99M 0.45% 101

Other funds holding NHI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Meritage Portfolio Management's NHI Position: Q4 2025 in Review

Meritage Portfolio Management increased its National Health Investors (NHI) stake by 48% in Q4 2025, buying an estimated $1.55M and bringing the position to 62,512 shares worth $4.77M. The position accounts for 0.32% of the portfolio, ranked #94.

Meritage Portfolio Management first reported a position in NHI in Q3 2018 and has held it in 15 quarters since. The position peaked at $5.33M in Q3 2019. 296 funds tracked by Wall St. Rank hold NHI as of Q4 2025.

  • Meritage Portfolio Management held 62,512 shares of National Health Investors worth $4.77M as of Q4 2025.
  • Meritage Portfolio Management bought 20,172 National Health Investors shares in Q4 2025, an estimated $1.55M.
  • National Health Investors made up 0.32% of Meritage Portfolio Management's portfolio in Q4 2025, its #94 holding.
  • Meritage Portfolio Management first reported a position in National Health Investors in Q3 2018 and has held it in 15 quarters since.
  • Meritage Portfolio Management's National Health Investors position peaked at $5.33M in Q3 2019.
  • 296 funds tracked by Wall St. Rank held National Health Investors as of Q4 2025.

Based on Meritage Portfolio Management's 13F filing for Q4 2025, filed 27 Jan 2026.