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NBC Securities’s National Health Investors NHI Stock Holding History

NBC Securities’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 		$5.87K Hold
77
– – ﹤0.01% 2041
2026
Q1 		$6.23K Buy
+77
New +$6.41K ﹤0.01% 2055
2025
Q3 		– Sell
-20,005
Closed -$1.4M – 2845
2025
Q2 		$1.4M Buy
20,005
+3,947
+25% +$289K 0.11% 209
2025
Q1 		$1.19M Buy
+16,058
New +$1.13M 0.1% 220
2024
Q2 		– Sell
-100
Closed -$6K – 2165
2024
Q1 		$6K Sell
100
-100
-50% -$5.64K ﹤0.01% 1825
2023
Q4 		$11K Hold
200
– – ﹤0.01% 1675
2023
Q3 		$10K Buy
+200
New +$10.5K ﹤0.01% 1706

Other funds holding NHI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

NBC Securities's NHI Position: Q2 2026 in Review

NBC Securities held its National Health Investors (NHI) position steady in Q2 2026 at 77 shares worth $5.87K. The position accounts for ﹤0.01% of the portfolio, ranked #2041.

NBC Securities first reported a position in NHI in Q3 2023 and has held it in 7 quarters since. The position peaked at $1.4M in Q2 2025. 297 funds tracked by Wall St. Rank hold NHI as of Q2 2026.

  • NBC Securities held 77 shares of National Health Investors worth $5.87K as of Q2 2026.
  • NBC Securities left its National Health Investors share count unchanged in Q2 2026.
  • National Health Investors made up ﹤0.01% of NBC Securities's portfolio in Q2 2026, its #2041 holding.
  • NBC Securities first reported a position in National Health Investors in Q3 2023 and has held it in 7 quarters since.
  • NBC Securities's National Health Investors position peaked at $1.4M in Q2 2025.
  • 297 funds tracked by Wall St. Rank held National Health Investors as of Q2 2026.

Based on NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.