Oath Planning’s National Health Investors NHI Stock Holding History

Oath Planning’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 Q3	$359K	Buy	+5,471	New	+$402K	0.23%	51

Other funds holding NHI

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Woodmont Investment Counsel Nashville, Tennessee $1.88B AUM 19.89% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Nepsis Inc Minneapolis, Minnesota $317M AUM 37.22% 1-Year Est. Return

Lee, Danner & Bass Nashville, Tennessee $1.71B AUM 27.42% 1-Year Est. Return

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $21.9B AUM 28.42% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Oath Planning's NHI Position: Q3 2026 in Review

Oath Planning opened a new position in National Health Investors (NHI) in Q3 2026: 5,471 shares worth $359K. The stake represents 0.23% of the portfolio and ranks #51 among its holdings.

107 funds tracked by Wall St. Rank hold NHI as of Q3 2026.

Oath Planning held 5,471 shares of National Health Investors worth $359K as of Q3 2026.
National Health Investors was a new Oath Planning position in Q3 2026.
National Health Investors made up 0.23% of Oath Planning's portfolio in Q3 2026, its #51 holding.
107 funds tracked by Wall St. Rank held National Health Investors as of Q3 2026.

Based on Oath Planning's 13F filing for Q3 2026, filed 20 Oct 2026.