Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s National Health Investors NHI Stock Holding History

Northwestern Mutual Wealth 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 		– Sell
-100
Closed -$8.09K – 4338
2026
Q1 		$8.09K Buy
+100
New +$8.33K ﹤0.01% 3144
2025
Q1 		– Sell
-123
Closed -$8.52K – 3857
2024
Q4 		$8.52K Buy
+123
New +$9.36K ﹤0.01% 2801
2023
Q4 		– Sell
-336
Closed -$17.3K – 3607
2023
Q3 		$17.3K Buy
+336
New +$17.6K ﹤0.01% 2359
2021
Q3 		– Sell
-125
Closed -$8K – 3144
2021
Q2 		$8K Buy
125
+80
+178% +$5.58K ﹤0.01% 2513
2021
Q1 		$3K Buy
+45
New +$3.14K ﹤0.01% 2538
2020
Q4 		– Sell
-11
Closed -$1K – 2811
2020
Q3 		$1K Buy
+11
New +$679 ﹤0.01% 2458
2019
Q2 		– Sell
-19
Closed -$1K – 2640
2019
Q1 		$1K Buy
+19
New +$1.51K ﹤0.01% 2433
2017
Q4 		– Sell
-50
Closed -$4K – 2403
2017
Q3 		$4K Hold
50
– – ﹤0.01% 1866
2017
Q2 		$4K Buy
+50
New +$3.78K ﹤0.01% 1783
2016
Q3 		– Sell
-9
Closed -$1K – 2277
2016
Q2 		$1K Sell
9
-8
-47% -$555 ﹤0.01% 1960
2016
Q1 		$1K Buy
+17
New +$1.05K ﹤0.01% 2017
2015
Q4 		– Sell
-200
Closed -$11K – 1755
2015
Q3 		$11K Buy
+200
New +$12.1K ﹤0.01% 1060
2015
Q1 		– Sell
-75
Closed -$5K – 1724
2014
Q4 		$5K Buy
+75
New +$4.87K ﹤0.01% 1294
2014
Q1 		– Sell
-500
Closed -$28K – 1397
2013
Q4 		$28K Buy
+500
New +$29.7K ﹤0.01% 715

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 $3.38T AUM 44.17% 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

Northwestern Mutual Wealth Management's NHI Position: Q2 2026 in Review

Northwestern Mutual Wealth Management sold out of National Health Investors (NHI) in Q2 2026, closing a stake of 100 shares — an estimated $8.09K sold.

Northwestern Mutual Wealth Management first reported a position in NHI in Q4 2013 and held it in 14 quarters. The position peaked at $28K in Q4 2013. 304 funds tracked by Wall St. Rank hold NHI as of Q2 2026.

  • Northwestern Mutual Wealth Management reported no remaining National Health Investors position as of Q2 2026 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 100 National Health Investors shares in Q2 2026, an estimated $8.09K.
  • Northwestern Mutual Wealth Management first reported a position in National Health Investors in Q4 2013 and held it in 14 quarters.
  • Northwestern Mutual Wealth Management's National Health Investors position peaked at $28K in Q4 2013.
  • 304 funds tracked by Wall St. Rank held National Health Investors as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.