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Principal Securities’s National Health Investors NHI Stock Holding History

Principal Securities’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
2025
Q4 		– Sell
-226
Closed -$18K – 2741
2025
Q3 		$18K Sell
226
-6
-3% -$449 ﹤0.01% 2451
2025
Q2 		$16.3K Buy
232
+29
+14% +$2.12K ﹤0.01% 2417
2025
Q1 		$14.1K Hold
203
– – ﹤0.01% 2387
2024
Q4 		$14.1K Sell
203
-266
-57% -$20.2K ﹤0.01% 2383
2024
Q3 		$39.4K Buy
469
+12
+3% +$925 ﹤0.01% 1796
2024
Q2 		$31K Buy
457
+157
+52% +$10.1K ﹤0.01% 1842
2024
Q1 		$18.8K Buy
300
+9
+3% +$508 ﹤0.01% 2036
2023
Q4 		$16.3K Buy
+291
New +$15.4K ﹤0.01% 2036

Other funds holding NHI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
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
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 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
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return