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NHI icon

NewEdge Advisors’s National Health Investors NHI Stock Holding History

NewEdge 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
2026
Q1 		$974K Buy
12,046
+1,844
+18% +$154K ﹤0.01% 1520
2025
Q4 		$779K Buy
10,202
+5,380
+112% +$413K ﹤0.01% 1642
2025
Q3 		$383K Buy
4,822
+2,767
+135% +$207K ﹤0.01% 2009
2025
Q2 		$144K Buy
2,055
+509
+33% +$37.3K ﹤0.01% 2314
2025
Q1 		$114K Buy
1,546
+345
+29% +$24.3K ﹤0.01% 2256
2024
Q4 		$83.2K Buy
+1,201
New +$91.3K ﹤0.01% 2342
2023
Q1 		– Sell
-8
Closed – – 3891
2022
Q4 		$0 Buy
+8
New +$439 ﹤0.01% 4170
2018
Q1 		– Sell
-5,173
Closed -$384K – 510
2017
Q4 		$384K Buy
+5,173
New +$401K 0.05% 268

Other funds holding NHI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM