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Sagespring Wealth Partners’s National Health Investors NHI Stock Holding History

Sagespring Wealth 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 		$604K Sell
7,921
-213
-3% -$16.3K 0.01% 477
2026
Q1 		$658K Buy
8,134
+70
+0.9% +$5.83K 0.01% 431
2025
Q4 		$616K Buy
8,064
+77
+1% +$5.91K 0.01% 422
2025
Q3 		$635K Buy
7,987
+80
+1% +$5.99K 0.01% 407
2025
Q2 		$554K Buy
7,907
+73
+0.9% +$5.35K 0.01% 412
2025
Q1 		$579K Buy
7,834
+86
+1% +$6.07K 0.01% 357
2024
Q4 		$537K Buy
+7,748
New +$589K 0.01% 331

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 $3.37T AUM 44.26% 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

Sagespring Wealth Partners's NHI Position: Q2 2026 in Review

Sagespring Wealth Partners reduced its National Health Investors (NHI) stake by 2.6% in Q2 2026, selling an estimated $16.3K and leaving 7,921 shares worth $604K. The position accounts for 0.01% of the portfolio, ranked #477.

Sagespring Wealth Partners first reported a position in NHI in Q4 2024 and has held it in 7 quarters since. The position peaked at $658K in Q1 2026. 303 funds tracked by Wall St. Rank hold NHI as of Q2 2026.

  • Sagespring Wealth Partners held 7,921 shares of National Health Investors worth $604K as of Q2 2026.
  • Sagespring Wealth Partners sold 213 National Health Investors shares in Q2 2026, an estimated $16.3K.
  • National Health Investors made up 0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #477 holding.
  • Sagespring Wealth Partners first reported a position in National Health Investors in Q4 2024 and has held it in 7 quarters since.
  • Sagespring Wealth Partners's National Health Investors position peaked at $658K in Q1 2026.
  • 303 funds tracked by Wall St. Rank held National Health Investors as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.