Optima Capital’s National Health Investors NHI Stock Holding History

Optima Capital’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 Q1	–	Sell	-23	Closed	-$1.78K	–	890
2025 Q4	$1.78K	Buy	+23	New	+$1.76K	﹤0.01%	811

Other funds holding NHI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

Optima Capital's NHI Position: Q1 2026 in Review

Optima Capital sold out of National Health Investors (NHI) in Q1 2026, closing a stake of 23 shares — an estimated $1.78K sold.

Optima Capital first reported a position in NHI in Q4 2025 and held it in 1 quarter. The position peaked at $1.78K in Q4 2025. 318 funds tracked by Wall St. Rank hold NHI as of Q1 2026.

Optima Capital reported no remaining National Health Investors position as of Q1 2026 after selling out during the quarter.
Optima Capital sold 23 National Health Investors shares in Q1 2026, an estimated $1.78K.
Optima Capital first reported a position in National Health Investors in Q4 2025 and held it in 1 quarter.
Optima Capital's National Health Investors position peaked at $1.78K in Q4 2025.
318 funds tracked by Wall St. Rank held National Health Investors as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.