Osaic Holdings
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Osaic Holdings’s National Health Investors NHI Stock Holding History

Osaic Holdings’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 		$2.87M Buy
37,617
+2,371
+7% +$182K ﹤0.01% 2000
2026
Q1 		$2.85M Buy
35,246
+1,870
+6% +$156K ﹤0.01% 1789
2025
Q4 		$2.55M Buy
33,376
+11,194
+50% +$858K ﹤0.01% 1885
2025
Q3 		$1.74M Buy
22,182
+20,553
+1,262% +$1.54M ﹤0.01% 2296
2025
Q2 		$115K Buy
1,629
+316
+24% +$23.1K ﹤0.01% 4395
2025
Q1 		$97.1K Buy
1,313
+85
+7% +$6K ﹤0.01% 4193
2024
Q4 		$85.2K Sell
1,228
-702
-36% -$53.4K ﹤0.01% 4301
2024
Q3 		$162K Sell
1,930
-1,997
-51% -$154K ﹤0.01% 3831
2024
Q2 		$266K Sell
3,927
-1,569
-29% -$101K ﹤0.01% 3304
2024
Q1 		$345K Buy
5,496
+712
+15% +$40.2K ﹤0.01% 3240
2023
Q4 		$267K Sell
4,784
-3,360
-41% -$178K ﹤0.01% 3686
2023
Q3 		$418K Buy
8,144
+1,067
+15% +$55.8K ﹤0.01% 3397
2023
Q2 		$371K Sell
7,077
-510
-7% -$26.3K ﹤0.01% 3407
2023
Q1 		$391K Buy
7,587
+708
+10% +$38.6K ﹤0.01% 3301
2022
Q4 		$359K Sell
6,879
-509
-7% -$27.9K ﹤0.01% 3342
2022
Q3 		$418K Sell
7,388
-222
-3% -$14K ﹤0.01% 3064
2022
Q2 		$462K Buy
7,610
+398
+6% +$22.7K ﹤0.01% 3005
2022
Q1 		$427K Sell
7,212
-428
-6% -$24.4K ﹤0.01% 3372
2021
Q4 		$439K Sell
7,640
-185
-2% -$10.2K ﹤0.01% 3189
2021
Q3 		$419K Sell
7,825
-877
-10% -$54.8K ﹤0.01% 3223
2021
Q2 		$583K Buy
8,702
+1,348
+18% +$94K ﹤0.01% 2858
2021
Q1 		$531K Sell
7,354
-501
-6% -$35K ﹤0.01% 2806
2020
Q4 		$545K Buy
7,855
+943
+14% +$59.9K ﹤0.01% 2564
2020
Q3 		$416K Buy
6,912
+2,270
+49% +$140K ﹤0.01% 2605
2020
Q2 		$282K Sell
4,642
-22,213
-83% -$1.22M ﹤0.01% 2835
2020
Q1 		$348K Buy
+26,855
New +$2.04M ﹤0.01% 2395

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

Osaic Holdings's NHI Position: Q2 2026 in Review

Osaic Holdings increased its National Health Investors (NHI) stake by 6.7% in Q2 2026, buying an estimated $182K and bringing the position to 37,617 shares worth $2.87M. The position accounts for ﹤0.01% of the portfolio, ranked #2000.

Osaic Holdings first reported a position in NHI in Q1 2020 and has held it in 26 quarters since. 303 funds tracked by Wall St. Rank hold NHI as of Q2 2026.

  • Osaic Holdings held 37,617 shares of National Health Investors worth $2.87M as of Q2 2026.
  • Osaic Holdings bought 2,371 National Health Investors shares in Q2 2026, an estimated $182K.
  • National Health Investors made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #2000 holding.
  • Osaic Holdings first reported a position in National Health Investors in Q1 2020 and has held it in 26 quarters since.
  • 303 funds tracked by Wall St. Rank held National Health Investors as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.