Shayne & Jacobs LLC’s National Health Investors NHI Stock Holding History

Shayne & Jacobs 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 Q3	$203K	Hold	3,100	–	–	0.06%	100
2026 Q2	$236K	Hold	3,100	–	–	0.07%	96
2026 Q1	$251K	Hold	3,100	–	–	0.08%	89
2025 Q4	$237K	Hold	3,100	–	–	0.07%	89
2025 Q3	$246K	Hold	3,100	–	–	0.08%	89
2025 Q2	$217K	Hold	3,100	–	–	0.07%	91
2025 Q1	$229K	Hold	3,100	–	–	0.06%	90
2024 Q4	$215K	Hold	3,100	–	–	0.06%	91
2024 Q3	$261K	Hold	3,100	–	–	0.07%	89
2024 Q2	$210K	Buy	+3,100	New	+$199K	0.06%	95
2021 Q3	–	Sell	-3,100	Closed	-$208K	–	37
2021 Q2	$208K	Hold	3,100	–	–	0.12%	37
2021 Q1	$224K	Hold	3,100	–	–	0.13%	34
2020 Q4	$214K	Buy	+3,100	New	+$197K	0.14%	33
2020 Q1	–	Sell	-3,100	Closed	-$253K	–	30
2019 Q4	$253K	Hold	3,100	–	–	0.15%	27
2019 Q3	$255K	Hold	3,100	–	–	0.16%	25
2019 Q2	$242K	Hold	3,100	–	–	0.16%	27
2019 Q1	$244K	Hold	3,100	–	–	0.17%	22
2018 Q4	$234K	Hold	3,100	–	–	0.17%	21
2018 Q3	$234K	Hold	3,100	–	–	0.16%	24
2018 Q2	$228K	Hold	3,100	–	–	0.16%	22
2018 Q1	$209K	Hold	3,100	–	–	0.15%	24
2017 Q4	$234K	Hold	3,100	–	–	0.16%	24
2017 Q3	$240K	Hold	3,100	–	–	0.18%	24
2017 Q2	$246K	Hold	3,100	–	–	0.2%	21
2017 Q1	$225K	Hold	3,100	–	–	0.18%	20
2016 Q4	$230K	Hold	3,100	–	–	0.18%	21
2016 Q3	$243K	Hold	3,100	–	–	0.2%	18
2016 Q2	$233K	Hold	3,100	–	–	0.19%	19
2016 Q1	$206K	Buy	+3,100	New	+$191K	0.18%	20
2015 Q2	–	Sell	-3,100	Closed	-$220K	–	23
2015 Q1	$220K	Hold	3,100	–	–	0.17%	21
2014 Q4	$217K	Buy	+3,100	New	+$201K	0.16%	22

Other funds holding NHI

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

GW&K Investment Management Boston, Massachusetts $11.8B AUM 29.45% 1-Year Est. Return

Bowen Hanes & Co Ponte Vedra Beach, Florida $4.43B AUM 31.44% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return

Shayne & Jacobs LLC's NHI Position: Q3 2026 in Review

Shayne & Jacobs LLC held its National Health Investors (NHI) position steady in Q3 2026 at 3,100 shares worth $203K. The position accounts for 0.06% of the portfolio, ranked #100.

Shayne & Jacobs LLC first reported a position in NHI in Q4 2014 and has held it in 31 quarters since. The position peaked at $261K in Q3 2024. 189 funds tracked by Wall St. Rank hold NHI as of Q3 2026.

Shayne & Jacobs LLC held 3,100 shares of National Health Investors worth $203K as of Q3 2026.
Shayne & Jacobs LLC left its National Health Investors share count unchanged in Q3 2026.
National Health Investors made up 0.06% of Shayne & Jacobs LLC's portfolio in Q3 2026, its #100 holding.
Shayne & Jacobs LLC first reported a position in National Health Investors in Q4 2014 and has held it in 31 quarters since.
Shayne & Jacobs LLC's National Health Investors position peaked at $261K in Q3 2024.
189 funds tracked by Wall St. Rank held National Health Investors as of Q3 2026.

Based on Shayne & Jacobs LLC's 13F filing for Q3 2026, filed 21 Oct 2026.