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Moneta Group Investment Advisors’s National Health Investors NHI Stock Holding History

Moneta Group Investment 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
2025
Q4 		– Sell
-2,635
Closed -$210K – 840
2025
Q3 		$210K Buy
+2,635
New +$197K ﹤0.01% 742

Other funds holding NHI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Moneta Group Investment Advisors's NHI Position: Q4 2025 in Review

Moneta Group Investment Advisors sold out of National Health Investors (NHI) in Q4 2025, closing a stake of 2,635 shares — an estimated $210K sold.

Moneta Group Investment Advisors first reported a position in NHI in Q3 2025 and held it in 1 quarter. The position peaked at $210K in Q3 2025. 296 funds tracked by Wall St. Rank hold NHI as of Q4 2025.

  • Moneta Group Investment Advisors reported no remaining National Health Investors position as of Q4 2025 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 2,635 National Health Investors shares in Q4 2025, an estimated $210K.
  • Moneta Group Investment Advisors first reported a position in National Health Investors in Q3 2025 and held it in 1 quarter.
  • Moneta Group Investment Advisors's National Health Investors position peaked at $210K in Q3 2025.
  • 296 funds tracked by Wall St. Rank held National Health Investors as of Q4 2025.

Based on Moneta Group Investment Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.