Raymond James Financial
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Raymond James Financial’s National Health Investors NHI Stock Holding History

Raymond James Financial’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 		$1.98M Sell
25,933
-6,995
-21% -$536K ﹤0.01% 3492
2026
Q1 		$2.66M Buy
32,928
+1,236
+4% +$103K ﹤0.01% 3118
2025
Q4 		$2.42M Buy
31,692
+42
+0.1% +$3.22K ﹤0.01% 3106
2025
Q3 		$2.52M Buy
31,650
+453
+1% +$33.9K ﹤0.01% 2990
2025
Q2 		$2.19M Buy
31,197
+47
+0.2% +$3.44K ﹤0.01% 3014
2025
Q1 		$2.3M Sell
31,150
-877
-3% -$61.9K ﹤0.01% 2892
2024
Q4 		$2.22M Buy
+32,027
New +$2.44M ﹤0.01% 2890

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

Raymond James Financial's NHI Position: Q2 2026 in Review

Raymond James Financial reduced its National Health Investors (NHI) stake by 21% in Q2 2026, selling an estimated $536K and leaving 25,933 shares worth $1.98M. The position accounts for ﹤0.01% of the portfolio, ranked #3492.

Raymond James Financial first reported a position in NHI in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.66M in Q1 2026. 303 funds tracked by Wall St. Rank hold NHI as of Q2 2026.

  • Raymond James Financial held 25,933 shares of National Health Investors worth $1.98M as of Q2 2026.
  • Raymond James Financial sold 6,995 National Health Investors shares in Q2 2026, an estimated $536K.
  • National Health Investors made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #3492 holding.
  • Raymond James Financial first reported a position in National Health Investors in Q4 2024 and has held it in 7 quarters since.
  • Raymond James Financial's National Health Investors position peaked at $2.66M in Q1 2026.
  • 303 funds tracked by Wall St. Rank held National Health Investors as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.