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Roman Butler Fullerton & Co’s National Health Investors NHI Stock Holding History

Roman Butler Fullerton & Co’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
Q1 		$604K Buy
7,122
+121
+2% +$10.1K 0.17% 141
2025
Q4 		$552K Buy
7,001
+21
+0.3% +$1.61K 0.14% 158
2025
Q3 		$514K Buy
6,980
+22
+0.3% +$1.65K 0.14% 154
2025
Q2 		$495K Buy
6,958
+21
+0.3% +$1.54K 0.15% 146
2025
Q1 		$518K Buy
6,937
+21
+0.3% +$1.48K 0.2% 120
2024
Q4 		$490K Sell
6,916
-480
-6% -$36.5K 0.16% 139
2024
Q3 		$570K Buy
7,396
+20
+0.3% +$1.54K 0.17% 131
2024
Q2 		$521K Sell
7,376
-378
-5% -$24.2K 0.17% 128
2024
Q1 		$483K Sell
7,754
-900
-10% -$50.8K 0.18% 127
2023
Q4 		$472K Sell
8,654
-563
-6% -$29.8K 0.18% 130
2023
Q3 		$458K Sell
9,217
-573
-6% -$30K 0.22% 112
2023
Q2 		$537K Buy
9,790
+1,630
+20% +$84K 0.25% 102
2023
Q1 		$399K Buy
8,160
+25
+0.3% +$1.36K 0.2% 126
2022
Q4 		$456K Buy
8,135
+25
+0.3% +$1.37K 0.24% 116
2022
Q3 		$418K Buy
8,110
+227
+3% +$14.3K 0.27% 104
2022
Q2 		$480K Sell
7,883
-102
-1% -$5.81K 0.27% 107
2022
Q1 		$471K Buy
7,985
+24
+0.3% +$1.37K 0.22% 120
2021
Q4 		$458K Buy
7,961
+36
+0.5% +$1.99K 0.2% 115
2021
Q3 		$451K Sell
7,925
-928
-10% -$58K 0.21% 118
2021
Q2 		$594K Buy
8,853
+261
+3% +$18.2K 0.29% 95
2021
Q1 		$641K Sell
8,592
-364
-4% -$25.4K 0.32% 95
2020
Q4 		$619K Buy
8,956
+2,751
+44% +$175K 0.37% 79
2020
Q3 		$374K Buy
6,205
+127
+2% +$7.84K 0.24% 107
2020
Q2 		$369K Buy
6,078
+85
+1% +$4.67K 0.26% 107
2020
Q1 		$297K Sell
5,993
-621
-9% -$47.1K 0.26% 106
2019
Q4 		$539K Sell
6,614
-1,074
-14% -$87.9K 0.36% 88
2019
Q3 		$633K Buy
7,688
+28
+0.4% +$2.28K 0.44% 76
2019
Q2 		$598K Buy
7,660
+30
+0.4% +$2.33K 0.4% 90
2019
Q1 		$599K Buy
7,630
+27
+0.4% +$2.15K 0.42% 80
2018
Q4 		$593K Buy
+7,603
New +$573K 0.5% 70

Other funds holding NHI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

Roman Butler Fullerton & Co's NHI Position: Q1 2026 in Review

Roman Butler Fullerton & Co increased its National Health Investors (NHI) stake by 1.7% in Q1 2026, buying an estimated $10.1K and bringing the position to 7,122 shares worth $604K. The position accounts for 0.17% of the portfolio, ranked #141.

Roman Butler Fullerton & Co first reported a position in NHI in Q4 2018 and has held it in 30 quarters since. The position peaked at $641K in Q1 2021. 318 funds tracked by Wall St. Rank hold NHI as of Q1 2026.

  • Roman Butler Fullerton & Co held 7,122 shares of National Health Investors worth $604K as of Q1 2026.
  • Roman Butler Fullerton & Co bought 121 National Health Investors shares in Q1 2026, an estimated $10.1K.
  • National Health Investors made up 0.17% of Roman Butler Fullerton & Co's portfolio in Q1 2026, its #141 holding.
  • Roman Butler Fullerton & Co first reported a position in National Health Investors in Q4 2018 and has held it in 30 quarters since.
  • Roman Butler Fullerton & Co's National Health Investors position peaked at $641K in Q1 2021.
  • 318 funds tracked by Wall St. Rank held National Health Investors as of Q1 2026.

Based on Roman Butler Fullerton & Co's 13F filing for Q1 2026, filed 30 Apr 2026.