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 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 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

Rothschild Investment LLC's NHI Position: Q1 2026 in Review

Rothschild Investment LLC increased its National Health Investors (NHI) stake by 15% in Q1 2026, buying an estimated $416 and bringing the position to 39 shares worth $3.15K. The position accounts for ﹤0.01% of the portfolio, ranked #2313.

Rothschild Investment LLC first reported a position in NHI in Q1 2024 and has held it in 9 quarters since. The position peaked at $5.17K in Q1 2025. 318 funds tracked by Wall St. Rank hold NHI as of Q1 2026.

Rothschild Investment LLC held 39 shares of National Health Investors worth $3.15K as of Q1 2026.
Rothschild Investment LLC bought 5 National Health Investors shares in Q1 2026, an estimated $416.
National Health Investors made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q1 2026, its #2313 holding.
Rothschild Investment LLC first reported a position in National Health Investors in Q1 2024 and has held it in 9 quarters since.
Rothschild Investment LLC's National Health Investors position peaked at $5.17K in Q1 2025.
318 funds tracked by Wall St. Rank held National Health Investors as of Q1 2026.

Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.