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Spire Wealth Management’s National Health Investors NHI Stock Holding History

Spire Wealth 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 		$2.21K Hold
29
– – ﹤0.01% 1988
2026
Q1 		$2.35K Hold
29
– – ﹤0.01% 2014
2025
Q4 		$2.21K Buy
+29
New +$2.22K ﹤0.01% 2079

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

Spire Wealth Management's NHI Position: Q2 2026 in Review

Spire Wealth Management held its National Health Investors (NHI) position steady in Q2 2026 at 29 shares worth $2.21K. The position accounts for ﹤0.01% of the portfolio, ranked #1988.

Spire Wealth Management first reported a position in NHI in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.35K in Q1 2026. 297 funds tracked by Wall St. Rank hold NHI as of Q2 2026.

  • Spire Wealth Management held 29 shares of National Health Investors worth $2.21K as of Q2 2026.
  • Spire Wealth Management left its National Health Investors share count unchanged in Q2 2026.
  • National Health Investors made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1988 holding.
  • Spire Wealth Management first reported a position in National Health Investors in Q4 2025 and has held it in 3 quarters since.
  • Spire Wealth Management's National Health Investors position peaked at $2.35K in Q1 2026.
  • 297 funds tracked by Wall St. Rank held National Health Investors as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.