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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
Q3 		– Sell
-70,659
Closed -$5.39M – 26
2026
Q2 		$5.39M Buy
70,659
+35,245
+100% +$2.7M 1.67% 26
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

SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
NI
Nepsis Inc Minneapolis, Minnesota $317M AUM 37.22% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
FLI
Family Legacy Inc Greenville, South Carolina $363M AUM 22.81% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $82.9M AUM 10.69% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

Sophron Capital Management's NHI Position: Q3 2026 in Review

Sophron Capital Management sold out of National Health Investors (NHI) in Q3 2026, closing a stake of 70,659 shares — an estimated $5.39M sold.

Sophron Capital Management first reported a position in NHI in Q2 2025 and held it in 5 quarters. The position peaked at $5.39M in Q2 2026. 16 funds tracked by Wall St. Rank hold NHI as of Q3 2026.

  • Sophron Capital Management reported no remaining National Health Investors position as of Q3 2026 after selling out during the quarter.
  • Sophron Capital Management sold 70,659 National Health Investors shares in Q3 2026, an estimated $5.39M.
  • Sophron Capital Management first reported a position in National Health Investors in Q2 2025 and held it in 5 quarters.
  • Sophron Capital Management's National Health Investors position peaked at $5.39M in Q2 2026.
  • 16 funds tracked by Wall St. Rank held National Health Investors as of Q3 2026.

Based on Sophron Capital Management's 13F filing for Q3 2026.