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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
Q2 		– Sell
-104
Closed -$8.41K – 2183
2026
Q1 		$8.41K Buy
+104
New +$8.66K ﹤0.01% 1751

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Principal Financial Group
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Bank of New York Mellon
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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

Root Financial Partners's NHI Position: Q2 2026 in Review

Root Financial Partners sold out of National Health Investors (NHI) in Q2 2026, closing a stake of 104 shares — an estimated $8.41K sold.

Root Financial Partners first reported a position in NHI in Q1 2026 and held it in 1 quarter. The position peaked at $8.41K in Q1 2026. 303 funds tracked by Wall St. Rank hold NHI as of Q2 2026.

  • Root Financial Partners reported no remaining National Health Investors position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 104 National Health Investors shares in Q2 2026, an estimated $8.41K.
  • Root Financial Partners first reported a position in National Health Investors in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's National Health Investors position peaked at $8.41K in Q1 2026.
  • 303 funds tracked by Wall St. Rank held National Health Investors as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.