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Rothschild Investment LLC’s National Health Investors NHI Stock Holding History

Rothschild Investment LLC’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 		$3.58K Buy
47
+8
+21% +$613 ﹤0.01% 2462
2026
Q1 		$3.15K Buy
39
+5
+15% +$416 ﹤0.01% 2313
2025
Q4 		$2.6K Buy
34
+9
+36% +$690 ﹤0.01% 2232
2025
Q3 		$1.99K Sell
25
-15
-38% -$1.12K ﹤0.01% 2233
2025
Q2 		$2.81K Sell
40
-30
-43% -$2.2K ﹤0.01% 1833
2025
Q1 		$5.17K Buy
70
+50
+250% +$3.53K ﹤0.01% 1418
2024
Q4 		$1.39K Sell
20
-20
-50% -$1.52K ﹤0.01% 2025
2024
Q3 		$3.36K Buy
40
+20
+100% +$1.54K ﹤0.01% 1454
2024
Q2 		$1.35K Buy
20
+15
+300% +$962 ﹤0.01% 1520
2024
Q1 		$314 Buy
+5
New +$282 ﹤0.01% 1535

Other funds holding NHI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
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

Rothschild Investment LLC's NHI Position: Q2 2026 in Review

Rothschild Investment LLC increased its National Health Investors (NHI) stake by 21% in Q2 2026, buying an estimated $613 and bringing the position to 47 shares worth $3.58K. The position accounts for ﹤0.01% of the portfolio, ranked #2462.

Rothschild Investment LLC first reported a position in NHI in Q1 2024 and has held it in 10 quarters since. The position peaked at $5.17K in Q1 2025. 304 funds tracked by Wall St. Rank hold NHI as of Q2 2026.

  • Rothschild Investment LLC held 47 shares of National Health Investors worth $3.58K as of Q2 2026.
  • Rothschild Investment LLC bought 8 National Health Investors shares in Q2 2026, an estimated $613.
  • National Health Investors made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2462 holding.
  • Rothschild Investment LLC first reported a position in National Health Investors in Q1 2024 and has held it in 10 quarters since.
  • Rothschild Investment LLC's National Health Investors position peaked at $5.17K in Q1 2025.
  • 304 funds tracked by Wall St. Rank held National Health Investors as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.