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Monument Capital Management’s National Health Investors NHI Stock Holding History

Monument Capital 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
Q3 		– Sell
-3,587
Closed -$252K – 247
2025
Q2 		$252K Buy
+3,587
New +$263K 0.07% 190
2024
Q4 		– Sell
-4,586
Closed -$385K – 212
2024
Q3 		$385K Buy
+4,586
New +$353K 0.11% 127

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Monument Capital Management's NHI Position: Q3 2025 in Review

Monument Capital Management sold out of National Health Investors (NHI) in Q3 2025, closing a stake of 3,587 shares — an estimated $252K sold.

Monument Capital Management first reported a position in NHI in Q3 2024 and held it in 2 quarters. The position peaked at $385K in Q3 2024. 284 funds tracked by Wall St. Rank hold NHI as of Q3 2025.

  • Monument Capital Management reported no remaining National Health Investors position as of Q3 2025 after selling out during the quarter.
  • Monument Capital Management sold 3,587 National Health Investors shares in Q3 2025, an estimated $252K.
  • Monument Capital Management first reported a position in National Health Investors in Q3 2024 and held it in 2 quarters.
  • Monument Capital Management's National Health Investors position peaked at $385K in Q3 2024.
  • 284 funds tracked by Wall St. Rank held National Health Investors as of Q3 2025.

Based on Monument Capital Management's 13F filing for Q3 2025, filed 14 Oct 2025.