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

Sophron 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
Q1 		$2.86M Sell
35,414
-7,401
-17% -$616K 0.84% 35
2025
Q4 		$3.27M Buy
42,815
+24,130
+129% +$1.85M 1.05% 31
2025
Q3 		$1.49M Buy
18,685
+4,289
+30% +$321K 0.46% 37
2025
Q2 		$1.01M Buy
+14,396
New +$1.05M 0.31% 37

Other funds holding NHI

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
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

Sophron Capital Management's NHI Position: Q1 2026 in Review

Sophron Capital Management reduced its National Health Investors (NHI) stake by 17% in Q1 2026, selling an estimated $616K and leaving 35,414 shares worth $2.86M. The position accounts for 0.84% of the portfolio, ranked #35.

Sophron Capital Management first reported a position in NHI in Q2 2025 and has held it in 4 quarters since. The position peaked at $3.27M in Q4 2025. 318 funds tracked by Wall St. Rank hold NHI as of Q1 2026.

  • Sophron Capital Management held 35,414 shares of National Health Investors worth $2.86M as of Q1 2026.
  • Sophron Capital Management sold 7,401 National Health Investors shares in Q1 2026, an estimated $616K.
  • National Health Investors made up 0.84% of Sophron Capital Management's portfolio in Q1 2026, its #35 holding.
  • Sophron Capital Management first reported a position in National Health Investors in Q2 2025 and has held it in 4 quarters since.
  • Sophron Capital Management's National Health Investors position peaked at $3.27M in Q4 2025.
  • 318 funds tracked by Wall St. Rank held National Health Investors as of Q1 2026.

Based on Sophron Capital Management's 13F filing for Q1 2026, filed 15 May 2026.