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Private Advisor Group’s National Health Investors NHI Stock Holding History

Private Advisor Group’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 		$1.16M Buy
15,171
+4
+0% +$306 0.01% 1291
2026
Q1 		$1.23M Buy
15,167
+4
+0% +$333 0.01% 1300
2025
Q4 		$1.16M Sell
15,163
-17
-0.1% -$1.3K 0.01% 1323
2025
Q3 		$1.21M Buy
15,180
+5
+0% +$374 0.01% 1261
2025
Q2 		$1.06M Sell
15,175
-31
-0.2% -$2.27K 0.01% 1283
2025
Q1 		$1.12M Buy
15,206
+9,346
+159% +$659K 0.01% 1186
2024
Q4 		$406K Sell
5,860
-512
-8% -$38.9K ﹤0.01% 1697
2024
Q3 		$536K Sell
6,372
-1,178
-16% -$90.8K ﹤0.01% 1572
2024
Q2 		$511K Buy
7,550
+1,389
+23% +$89.1K ﹤0.01% 1548
2024
Q1 		$387K Buy
6,161
+80
+1% +$4.51K ﹤0.01% 1669
2023
Q4 		$340K Buy
+6,081
New +$322K ﹤0.01% 1708
2022
Q4 		– Sell
-5,885
Closed -$333K – 1869
2022
Q3 		$333K Hold
5,885
– – ﹤0.01% 1421
2022
Q2 		$357K Sell
5,885
-715
-11% -$40.7K ﹤0.01% 1561
2022
Q1 		$389K Hold
6,600
– – ﹤0.01% 1544
2021
Q4 		$379K Sell
6,600
-750
-10% -$41.5K ﹤0.01% 1603
2021
Q3 		$393K Hold
7,350
– – ﹤0.01% 1617
2021
Q2 		$493K Buy
7,350
+70
+1% +$4.88K ﹤0.01% 1396
2021
Q1 		$526K Buy
7,280
+300
+4% +$20.9K 0.01% 1275
2020
Q4 		$483K Buy
+6,980
New +$444K 0.01% 1228
2020
Q3 		– Sell
-518
Closed -$31K – 2771
2020
Q2 		$31K Buy
+518
New +$28.5K ﹤0.01% 2338

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

Private Advisor Group's NHI Position: Q2 2026 in Review

Private Advisor Group increased its National Health Investors (NHI) stake by 0.03% in Q2 2026, buying an estimated $306 and bringing the position to 15,171 shares worth $1.16M. The position accounts for 0.01% of the portfolio, ranked #1291.

Private Advisor Group first reported a position in NHI in Q2 2020 and has held it in 20 quarters since. The position peaked at $1.23M in Q1 2026. 297 funds tracked by Wall St. Rank hold NHI as of Q2 2026.

  • Private Advisor Group held 15,171 shares of National Health Investors worth $1.16M as of Q2 2026.
  • Private Advisor Group bought 4 National Health Investors shares in Q2 2026, an estimated $306.
  • National Health Investors made up 0.01% of Private Advisor Group's portfolio in Q2 2026, its #1291 holding.
  • Private Advisor Group first reported a position in National Health Investors in Q2 2020 and has held it in 20 quarters since.
  • Private Advisor Group's National Health Investors position peaked at $1.23M in Q1 2026.
  • 297 funds tracked by Wall St. Rank held National Health Investors as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.