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Sound Income Strategies’s National Health Investors NHI Stock Holding History

Sound Income Strategies’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 		$20.6M Buy
270,252
+12,540
+5% +$960K 0.93% 32
2026
Q1 		$21.1M Buy
257,712
+814
+0.3% +$67.8K 1.02% 26
2025
Q4 		$20.6M Buy
256,898
+15,638
+6% +$1.2M 0.97% 29
2025
Q3 		$17.8M Buy
241,260
+10,570
+5% +$791K 0.97% 34
2025
Q2 		$16.2M Buy
230,690
+17,608
+8% +$1.29M 0.93% 36
2025
Q1 		$15.7M Buy
213,082
+23,951
+13% +$1.69M 0.93% 37
2024
Q4 		$13.1M Buy
189,131
+19,549
+12% +$1.49M 0.81% 41
2024
Q3 		$14.3M Buy
169,582
+16,463
+11% +$1.27M 0.92% 38
2024
Q2 		$10.4M Buy
153,119
+152,425
+21,963% +$9.78M 0.65% 48
2024
Q1 		$43.6K Sell
694
-222
-24% -$12.5K ﹤0.01% 432
2023
Q4 		$51.2K Buy
916
+230
+34% +$12.2K ﹤0.01% 402
2023
Q3 		$35.2K Hold
686
– – ﹤0.01% 341
2023
Q2 		$36K Buy
686
+529
+337% +$27.3K ﹤0.01% 340
2023
Q1 		$8.1K Sell
157
-17
-10% -$927 ﹤0.01% 606
2022
Q4 		$9.09K Sell
174
-28
-14% -$1.53K ﹤0.01% 539
2022
Q3 		$11K Sell
202
-22
-10% -$1.39K ﹤0.01% 455
2022
Q2 		$14K Hold
224
– – ﹤0.01% 408
2022
Q1 		$13K Sell
224
-89
-28% -$5.07K ﹤0.01% 425
2021
Q4 		$18K Sell
313
-25,031
-99% -$1.39M ﹤0.01% 386
2021
Q3 		$1.36M Sell
25,344
-11,282
-31% -$705K 0.18% 82
2021
Q2 		$2.46M Buy
36,626
+14,965
+69% +$1.04M 0.35% 55
2021
Q1 		$1.57M Buy
21,661
+13,659
+171% +$953K 0.27% 63
2020
Q4 		$553K Buy
+8,002
New +$509K 0.12% 80

Other funds holding NHI

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
WIC
Woodmont Investment Counsel Nashville, Tennessee $1.83B AUM 25.91% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
JBC
Jefferson Bridge Capital Nashville, Tennessee $115M AUM
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
LDB
Lee, Danner & Bass Nashville, Tennessee $1.73B AUM 36.69% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Sound Income Strategies's NHI Position: Q2 2026 in Review

Sound Income Strategies increased its National Health Investors (NHI) stake by 4.9% in Q2 2026, buying an estimated $960K and bringing the position to 270,252 shares worth $20.6M. The position accounts for 0.93% of the portfolio, ranked #32.

Sound Income Strategies first reported a position in NHI in Q4 2020 and has held it in 23 quarters since. The position peaked at $21.1M in Q1 2026. 112 funds tracked by Wall St. Rank hold NHI as of Q2 2026.

  • Sound Income Strategies held 270,252 shares of National Health Investors worth $20.6M as of Q2 2026.
  • Sound Income Strategies bought 12,540 National Health Investors shares in Q2 2026, an estimated $960K.
  • National Health Investors made up 0.93% of Sound Income Strategies's portfolio in Q2 2026, its #32 holding.
  • Sound Income Strategies first reported a position in National Health Investors in Q4 2020 and has held it in 23 quarters since.
  • Sound Income Strategies's National Health Investors position peaked at $21.1M in Q1 2026.
  • 112 funds tracked by Wall St. Rank held National Health Investors as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.