Rockefeller Capital Management’s National Health Investors NHI Stock Holding History

Rockefeller Capital Management’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	$59.6K	Sell	782 -73	-9%	-$5.59K	﹤0.01%	3276
2026 Q1	$69.1K	Sell	855 -167	-16%	-$13.9K	﹤0.01%	3086
2025 Q4	$78.1K	Buy	1,022 +456	+81%	+$35K	﹤0.01%	2838
2025 Q3	$45K	Buy	+566	New	+$42.3K	﹤0.01%	2964
2023 Q1	–	Sell	-547	Closed	-$28K	–	3203
2022 Q4	$28K	Hold	547	–	–	﹤0.01%	2664
2022 Q3	$30K	Sell	547 -146	-21%	-$9.2K	﹤0.01%	2596
2022 Q2	$42K	Buy	693 +34	+5%	+$1.94K	﹤0.01%	2367
2022 Q1	$38K	Hold	659	–	–	﹤0.01%	2424
2021 Q4	$37K	Sell	659 -518	-44%	-$28.7K	﹤0.01%	2346
2021 Q3	$62K	Buy	1,177 +518	+79%	+$32.4K	﹤0.01%	2045
2021 Q2	$44K	Buy	659 +477	+262%	+$33.3K	﹤0.01%	2142
2021 Q1	$13K	Buy	182 +56	+44%	+$3.91K	﹤0.01%	2485
2020 Q4	$8K	Buy	126 +67	+114%	+$4.26K	﹤0.01%	2305
2020 Q3	$3K	Hold	59	–	–	﹤0.01%	2348
2020 Q2	$4K	Hold	59	–	–	﹤0.01%	2168
2020 Q1	$3K	Sell	59 -161	-73%	-$12.2K	﹤0.01%	2100
2019 Q4	$18K	Buy	+220	New	+$18K	﹤0.01%	1431
2019 Q3	–	Sell	-189	Closed	-$15K	–	1970
2019 Q2	$15K	Buy	+189	New	+$14.7K	﹤0.01%	1105

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

Rockefeller Capital Management's NHI Position: Q2 2026 in Review

Rockefeller Capital Management reduced its National Health Investors (NHI) stake by 8.5% in Q2 2026, selling an estimated $5.59K and leaving 782 shares worth $59.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3276.

Rockefeller Capital Management first reported a position in NHI in Q2 2019 and has held it in 18 quarters since. The position peaked at $78.1K in Q4 2025. 297 funds tracked by Wall St. Rank hold NHI as of Q2 2026.

Rockefeller Capital Management held 782 shares of National Health Investors worth $59.6K as of Q2 2026.
Rockefeller Capital Management sold 73 National Health Investors shares in Q2 2026, an estimated $5.59K.
National Health Investors made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #3276 holding.
Rockefeller Capital Management first reported a position in National Health Investors in Q2 2019 and has held it in 18 quarters since.
Rockefeller Capital Management's National Health Investors position peaked at $78.1K in Q4 2025.
297 funds tracked by Wall St. Rank held National Health Investors as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.