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Mosley Wealth Management’s National Health Investors NHI Stock Holding History

Mosley Wealth 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
2026
Q2 		$4.58K Sell
60
-2
-3% -$153 ﹤0.01% 435
2026
Q1 		$4.93K Buy
+62
New +$5.16K ﹤0.01% 343

Other funds holding NHI

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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
WIC
Woodmont Investment Counsel Nashville, Tennessee $1.83B AUM 25.91% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Mosley Wealth Management's NHI Position: Q2 2026 in Review

Mosley Wealth Management reduced its National Health Investors (NHI) stake by 3.2% in Q2 2026, selling an estimated $153 and leaving 60 shares worth $4.58K. The position accounts for ﹤0.01% of the portfolio, ranked #435.

Mosley Wealth Management first reported a position in NHI in Q1 2026 and has held it in 2 quarters since. The position peaked at $4.93K in Q1 2026. 123 funds tracked by Wall St. Rank hold NHI as of Q2 2026.

  • Mosley Wealth Management held 60 shares of National Health Investors worth $4.58K as of Q2 2026.
  • Mosley Wealth Management sold 2 National Health Investors shares in Q2 2026, an estimated $153.
  • National Health Investors made up ﹤0.01% of Mosley Wealth Management's portfolio in Q2 2026, its #435 holding.
  • Mosley Wealth Management first reported a position in National Health Investors in Q1 2026 and has held it in 2 quarters since.
  • Mosley Wealth Management's National Health Investors position peaked at $4.93K in Q1 2026.
  • 123 funds tracked by Wall St. Rank held National Health Investors as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.