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&Partners’s National Health Investors NHI Stock Holding History

&Partners’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 		$269K Buy
3,526
+2
+0.1% +$153 ﹤0.01% 2207
2026
Q1 		$285K Buy
3,524
+28
+0.8% +$2.33K ﹤0.01% 2036
2025
Q4 		$267K Buy
3,496
+61
+2% +$4.68K ﹤0.01% 1981
2025
Q3 		$273K Buy
3,435
+455
+15% +$34K ﹤0.01% 1809
2025
Q2 		$209K Buy
2,980
+46
+2% +$3.37K ﹤0.01% 1817
2025
Q1 		$219K Buy
+2,934
New +$207K ﹤0.01% 1584
2024
Q4 		– Sell
-2,392
Closed -$201K – 1662
2024
Q3 		$201K Buy
+2,392
New +$184K ﹤0.01% 1302
2021
Q3 		– Sell
-10,018
Closed -$672K – 184
2021
Q2 		$672K Sell
10,018
-1,334
-12% -$93K 0.43% 58
2021
Q1 		$821K Sell
11,352
-1,374
-11% -$95.9K 0.6% 41
2020
Q4 		$880K Buy
12,726
+1,221
+11% +$77.6K 0.74% 39
2020
Q3 		$693K Buy
11,505
+6
+0.1% +$370 0.7% 41
2020
Q2 		$698K Sell
11,499
-578
-5% -$31.8K 0.84% 33
2020
Q1 		$598K Buy
12,077
+5,969
+98% +$453K 0.93% 28
2019
Q4 		$498K Buy
6,108
+5
+0.1% +$409 0.59% 57
2019
Q3 		$503K Buy
6,103
+412
+7% +$33.5K 0.65% 52
2019
Q2 		$444K Sell
5,691
-244
-4% -$19K 0.61% 58
2019
Q1 		$466K Sell
5,935
-773
-12% -$61.4K 0.67% 48
2018
Q4 		$498K Buy
+6,708
New +$505K 0.84% 31

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

&Partners's NHI Position: Q2 2026 in Review

&Partners increased its National Health Investors (NHI) stake by 0.06% in Q2 2026, buying an estimated $153 and bringing the position to 3,526 shares worth $269K. The position accounts for ﹤0.01% of the portfolio, ranked #2207.

&Partners first reported a position in NHI in Q4 2018 and has held it in 18 quarters since. The position peaked at $880K in Q4 2020. 303 funds tracked by Wall St. Rank hold NHI as of Q2 2026.

  • &Partners held 3,526 shares of National Health Investors worth $269K as of Q2 2026.
  • &Partners bought 2 National Health Investors shares in Q2 2026, an estimated $153.
  • National Health Investors made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #2207 holding.
  • &Partners first reported a position in National Health Investors in Q4 2018 and has held it in 18 quarters since.
  • &Partners's National Health Investors position peaked at $880K in Q4 2020.
  • 303 funds tracked by Wall St. Rank held National Health Investors as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.