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Schnieders Capital Management’s National Health Investors NHI Stock Holding History

Schnieders Capital Management’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 		$679K Hold
8,903
– – 0.09% 123
2026
Q1 		$720K Sell
8,903
-150
-2% -$12.5K 0.11% 100
2025
Q4 		$691K Hold
9,053
– – 0.11% 103
2025
Q3 		$720K Sell
9,053
-100
-1% -$7.48K 0.13% 102
2025
Q2 		$642K Hold
9,153
– – 0.11% 115
2025
Q1 		$676K Sell
9,153
-74
-0.8% -$5.22K 0.14% 98
2024
Q4 		$639K Sell
9,227
-576
-6% -$43.8K 0.13% 102
2024
Q3 		$824K Sell
9,803
-576
-6% -$44.4K 0.16% 92
2024
Q2 		$703K Sell
10,379
-1,041
-9% -$66.8K 0.14% 95
2024
Q1 		$718K Sell
11,420
-360
-3% -$20.3K 0.15% 97
2023
Q4 		$658K Sell
11,780
-558
-5% -$29.5K 0.15% 101
2023
Q3 		$634K Sell
12,338
-262
-2% -$13.7K 0.14% 95
2023
Q2 		$660K Sell
12,600
-383
-3% -$19.7K 0.14% 102
2023
Q1 		$670K Sell
12,983
-597
-4% -$32.6K 0.15% 100
2022
Q4 		$709K Sell
13,580
-514
-4% -$28.2K 0.16% 92
2022
Q3 		$797K Sell
14,094
-569
-4% -$35.9K 0.21% 85
2022
Q2 		$889K Sell
14,663
-464
-3% -$26.4K 0.27% 78
2022
Q1 		$893K Buy
15,127
+618
+4% +$35.2K 0.21% 89
2021
Q4 		$834K Buy
14,509
+4,759
+49% +$263K 0.2% 89
2021
Q3 		$522K Sell
9,750
-255
-3% -$15.9K 0.14% 109
2021
Q2 		$671K Buy
10,005
+1,915
+24% +$134K 0.18% 96
2021
Q1 		$585K Sell
8,090
-400
-5% -$27.9K 0.18% 95
2020
Q4 		$587K Buy
+8,490
New +$540K 0.19% 86

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

Schnieders Capital Management's NHI Position: Q2 2026 in Review

Schnieders Capital Management held its National Health Investors (NHI) position steady in Q2 2026 at 8,903 shares worth $679K. The position accounts for 0.09% of the portfolio, ranked #123.

Schnieders Capital Management first reported a position in NHI in Q4 2020 and has held it in 23 quarters since. The position peaked at $893K in Q1 2022. 297 funds tracked by Wall St. Rank hold NHI as of Q2 2026.

  • Schnieders Capital Management held 8,903 shares of National Health Investors worth $679K as of Q2 2026.
  • Schnieders Capital Management left its National Health Investors share count unchanged in Q2 2026.
  • National Health Investors made up 0.09% of Schnieders Capital Management's portfolio in Q2 2026, its #123 holding.
  • Schnieders Capital Management first reported a position in National Health Investors in Q4 2020 and has held it in 23 quarters since.
  • Schnieders Capital Management's National Health Investors position peaked at $893K in Q1 2022.
  • 297 funds tracked by Wall St. Rank held National Health Investors as of Q2 2026.

Based on Schnieders Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.