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NewEdge Wealth’s National Health Investors NHI Stock Holding History

NewEdge Wealth’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 		$2.23M Buy
29,178
+7,124
+32% +$546K 0.02% 433
2026
Q1 		$1.78M Buy
22,054
+7,231
+49% +$602K 0.02% 464
2025
Q4 		$1.13M Buy
14,823
+1,570
+12% +$120K 0.01% 589
2025
Q3 		$1.01M Buy
13,253
+2,330
+21% +$174K 0.01% 570
2025
Q2 		$814K Buy
10,923
+6,784
+164% +$497K 0.01% 581
2025
Q1 		$306K Buy
4,139
+458
+12% +$32.3K 0.01% 770
2024
Q4 		$255K Buy
+3,681
New +$280K ﹤0.01% 809

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

NewEdge Wealth's NHI Position: Q2 2026 in Review

NewEdge Wealth increased its National Health Investors (NHI) stake by 32% in Q2 2026, buying an estimated $546K and bringing the position to 29,178 shares worth $2.23M. The position accounts for 0.02% of the portfolio, ranked #433.

NewEdge Wealth first reported a position in NHI in Q4 2024 and has held it in 7 quarters since. 303 funds tracked by Wall St. Rank hold NHI as of Q2 2026.

  • NewEdge Wealth held 29,178 shares of National Health Investors worth $2.23M as of Q2 2026.
  • NewEdge Wealth bought 7,124 National Health Investors shares in Q2 2026, an estimated $546K.
  • National Health Investors made up 0.02% of NewEdge Wealth's portfolio in Q2 2026, its #433 holding.
  • NewEdge Wealth first reported a position in National Health Investors in Q4 2024 and has held it in 7 quarters since.
  • 303 funds tracked by Wall St. Rank held National Health Investors as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.