North Star Investment Management’s National Health Investors NHI Stock Holding History

North Star Investment Management’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	$87.7K	Hold	1,150	–	–	﹤0.01%	635
2026 Q1	$93K	Hold	1,150	–	–	0.01%	616
2025 Q4	$87.8K	Hold	1,150	–	–	0.01%	575
2025 Q3	$91.4K	Hold	1,150	–	–	0.01%	543
2025 Q2	$80.6K	Hold	1,150	–	–	0.01%	554
2025 Q1	$84.9K	Hold	1,150	–	–	0.01%	532
2024 Q4	$79.7K	Hold	1,150	–	–	0.01%	551
2024 Q3	$96.7K	Hold	1,150	–	–	0.01%	505
2024 Q2	$77.9K	Hold	1,150	–	–	0.01%	537
2024 Q1	$72.3K	Hold	1,150	–	–	0.01%	555
2023 Q4	$64.2K	Hold	1,150	–	–	﹤0.01%	553
2023 Q3	$59.1K	Hold	1,150	–	–	0.01%	562
2023 Q2	$60.3K	Hold	1,150	–	–	﹤0.01%	577
2023 Q1	$59.3K	Hold	1,150	–	–	﹤0.01%	596
2022 Q4	$60.1K	Hold	1,150	–	–	0.01%	571
2022 Q3	$65K	Hold	1,150	–	–	0.01%	499
2022 Q2	$70K	Buy	1,150 +200	+21%	+$11.4K	0.01%	503
2022 Q1	$56K	Hold	950	–	–	﹤0.01%	557
2021 Q4	$55K	Hold	950	–	–	﹤0.01%	589
2021 Q3	$51K	Hold	950	–	–	﹤0.01%	583
2021 Q2	$64K	Buy	+950	New	+$66.2K	0.01%	542

Other funds holding NHI

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

WIC

Woodmont Investment Counsel Nashville, Tennessee $1.83B AUM 25.91% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

JBC

Jefferson Bridge Capital Nashville, Tennessee $115M AUM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

LDB

Lee, Danner & Bass Nashville, Tennessee $1.73B AUM 36.69% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Nepsis Inc Minneapolis, Minnesota $295M AUM 35.44% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

North Star Investment Management's NHI Position: Q2 2026 in Review

North Star Investment Management held its National Health Investors (NHI) position steady in Q2 2026 at 1,150 shares worth $87.7K. The position accounts for ﹤0.01% of the portfolio, ranked #635.

North Star Investment Management first reported a position in NHI in Q2 2021 and has held it in 21 quarters since. The position peaked at $96.7K in Q3 2024. 82 funds tracked by Wall St. Rank hold NHI as of Q2 2026.

North Star Investment Management held 1,150 shares of National Health Investors worth $87.7K as of Q2 2026.
North Star Investment Management left its National Health Investors share count unchanged in Q2 2026.
National Health Investors made up ﹤0.01% of North Star Investment Management's portfolio in Q2 2026, its #635 holding.
North Star Investment Management first reported a position in National Health Investors in Q2 2021 and has held it in 21 quarters since.
North Star Investment Management's National Health Investors position peaked at $96.7K in Q3 2024.
82 funds tracked by Wall St. Rank held National Health Investors as of Q2 2026.

Based on North Star Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.