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 Q2	$542K	Buy	7,143 +21	+0.3%	+$1.61K	0.13%	174
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

Roman Butler Fullerton & Co's NHI Position: Q2 2026 in Review

Roman Butler Fullerton & Co increased its National Health Investors (NHI) stake by 0.29% in Q2 2026, buying an estimated $1.61K and bringing the position to 7,143 shares worth $542K. The position accounts for 0.13% of the portfolio, ranked #174.

Roman Butler Fullerton & Co first reported a position in NHI in Q4 2018 and has held it in 31 quarters since. The position peaked at $641K in Q1 2021. 304 funds tracked by Wall St. Rank hold NHI as of Q2 2026.

Roman Butler Fullerton & Co held 7,143 shares of National Health Investors worth $542K as of Q2 2026.
Roman Butler Fullerton & Co bought 21 National Health Investors shares in Q2 2026, an estimated $1.61K.
National Health Investors made up 0.13% of Roman Butler Fullerton & Co's portfolio in Q2 2026, its #174 holding.
Roman Butler Fullerton & Co first reported a position in National Health Investors in Q4 2018 and has held it in 31 quarters since.
Roman Butler Fullerton & Co's National Health Investors position peaked at $641K in Q1 2021.
304 funds tracked by Wall St. Rank held National Health Investors as of Q2 2026.

Based on Roman Butler Fullerton & Co's 13F filing for Q2 2026, filed 6 Aug 2026.