Root Financial Partners’s National Health Investors NHI Stock Holding History

Root Financial Partners’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	$8.41K	Buy	+104	New	+$8.66K	﹤0.01%	1751

Other funds holding NHI

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Root Financial Partners's NHI Position: Q1 2026 in Review

Root Financial Partners opened a new position in National Health Investors (NHI) in Q1 2026: 104 shares worth $8.41K. The stake represents ﹤0.01% of the portfolio and ranks #1751 among its holdings.

318 funds tracked by Wall St. Rank hold NHI as of Q1 2026.

Root Financial Partners held 104 shares of National Health Investors worth $8.41K as of Q1 2026.
National Health Investors was a new Root Financial Partners position in Q1 2026.
National Health Investors made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1751 holding.
318 funds tracked by Wall St. Rank held National Health Investors as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.