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 Q2	$1.15M	Buy	15,103 +3,057	+25%	+$234K	﹤0.01%	1568
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	–	–	3889
2022 Q4	$0	Buy	+8	New	+$439	﹤0.01%	4167
2018 Q1	–	Sell	-5,173	Closed	-$384K	–	510
2017 Q4	$384K	Buy	+5,173	New	+$401K	0.05%	268

Other funds holding NHI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

NewEdge Advisors's NHI Position: Q2 2026 in Review

NewEdge Advisors increased its National Health Investors (NHI) stake by 25% in Q2 2026, buying an estimated $234K and bringing the position to 15,103 shares worth $1.15M. The position accounts for ﹤0.01% of the portfolio, ranked #1568.

NewEdge Advisors first reported a position in NHI in Q4 2017 and has held it in 9 quarters since. 303 funds tracked by Wall St. Rank hold NHI as of Q2 2026.

NewEdge Advisors held 15,103 shares of National Health Investors worth $1.15M as of Q2 2026.
NewEdge Advisors bought 3,057 National Health Investors shares in Q2 2026, an estimated $234K.
National Health Investors made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1568 holding.
NewEdge Advisors first reported a position in National Health Investors in Q4 2017 and has held it in 9 quarters since.
303 funds tracked by Wall St. Rank held National Health Investors as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.