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NFP Retirement Inc’s National Health Investors NHI Stock Holding History

NFP Retirement Inc’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 		$1.86M Sell
24,350
-968
-4% -$74.1K 0.1% 111
2026
Q1 		$2.05M Buy
25,318
+221
+0.9% +$18.4K 0.12% 103
2025
Q4 		$1.92M Buy
25,097
+106
+0.4% +$8.13K 0.12% 102
2025
Q3 		$1.99M Buy
24,991
+133
+0.5% +$9.95K 0.13% 96
2025
Q2 		$1.74M Buy
24,858
+190
+0.8% +$13.9K 0.12% 102
2025
Q1 		$1.82M Sell
24,668
-167
-0.7% -$11.8K 0.14% 83
2024
Q4 		$1.72M Sell
24,835
-632
-2% -$48.1K 0.14% 88
2024
Q3 		$2.14M Sell
25,467
-1,666
-6% -$128K 0.17% 79
2024
Q2 		$1.84M Hold
27,133
– – 0.15% 87
2024
Q1 		$1.7M Sell
27,133
-282
-1% -$15.9K 0.15% 88
2023
Q4 		$1.53M Buy
27,415
+388
+1% +$20.5K 0.26% 75
2023
Q3 		$1.39M Sell
27,027
-1,668
-6% -$87.3K 0.27% 77
2023
Q2 		$1.5M Buy
28,695
+151
+0.5% +$7.78K 0.28% 75
2023
Q1 		$1.47M Buy
28,544
+813
+3% +$44.3K 0.29% 73
2022
Q4 		$1.45M Buy
27,731
+459
+2% +$25.2K 0.32% 73
2022
Q3 		$1.54M Buy
27,272
+184
+0.7% +$11.6K 0.38% 65
2022
Q2 		$1.64M Sell
27,088
-530
-2% -$30.2K 0.42% 57
2022
Q1 		$1.63M Buy
27,618
+288
+1% +$16.4K 0.39% 63
2021
Q4 		$1.57M Sell
27,330
-1,569
-5% -$86.8K 0.56% 38
2021
Q3 		$1.55M Sell
28,899
-498
-2% -$31.1K 0.63% 35
2021
Q2 		$1.97M Buy
29,397
+355
+1% +$24.8K 0.76% 28
2021
Q1 		$2.1M Buy
29,042
+364
+1% +$25.4K 0.91% 30
2020
Q4 		$1.98M Buy
28,678
+160
+0.6% +$10.2K 1.23% 23
2020
Q3 		$1.72M Buy
28,518
+184
+0.6% +$11.4K 1.13% 25
2020
Q2 		$1.72M Sell
28,334
-106
-0.4% -$5.82K 1.26% 20
2020
Q1 		$1.41M Sell
28,440
-2,164
-7% -$164K 1.38% 16
2019
Q4 		$2.49M Buy
+30,604
New +$2.51M 2.31% 8

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

NFP Retirement Inc's NHI Position: Q2 2026 in Review

NFP Retirement Inc reduced its National Health Investors (NHI) stake by 3.8% in Q2 2026, selling an estimated $74.1K and leaving 24,350 shares worth $1.86M. The position accounts for 0.1% of the portfolio, ranked #111.

NFP Retirement Inc first reported a position in NHI in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.49M in Q4 2019. 303 funds tracked by Wall St. Rank hold NHI as of Q2 2026.

  • NFP Retirement Inc held 24,350 shares of National Health Investors worth $1.86M as of Q2 2026.
  • NFP Retirement Inc sold 968 National Health Investors shares in Q2 2026, an estimated $74.1K.
  • National Health Investors made up 0.1% of NFP Retirement Inc's portfolio in Q2 2026, its #111 holding.
  • NFP Retirement Inc first reported a position in National Health Investors in Q4 2019 and has held it in 27 quarters since.
  • NFP Retirement Inc's National Health Investors position peaked at $2.49M in Q4 2019.
  • 303 funds tracked by Wall St. Rank held National Health Investors as of Q2 2026.

Based on NFP Retirement Inc's 13F filing for Q2 2026, filed 12 Aug 2026.