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

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