Private Wealth Management Group’s National Health Investors NHI Stock Holding History

Private Wealth Management 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	$1.14K	Buy	+15	New	+$1.15K	﹤0.01%	1278

Other funds holding NHI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

Private Wealth Management Group's NHI Position: Q2 2026 in Review

Private Wealth Management Group opened a new position in National Health Investors (NHI) in Q2 2026: 15 shares worth $1.14K. The stake represents ﹤0.01% of the portfolio and ranks #1278 among its holdings.

297 funds tracked by Wall St. Rank hold NHI as of Q2 2026.

Private Wealth Management Group held 15 shares of National Health Investors worth $1.14K as of Q2 2026.
National Health Investors was a new Private Wealth Management Group position in Q2 2026.
National Health Investors made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #1278 holding.
297 funds tracked by Wall St. Rank held National Health Investors as of Q2 2026.

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