&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 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 New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Principal Financial Group

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

Geode Capital Management

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

Prudential Financial

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Bank of America

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

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM