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

Sterling 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 Q2	$74.7K	Sell	980 -300	-23%	-$23K	﹤0.01%	1475
2026 Q1	$104K	Sell	1,280 -887	-41%	-$73.9K	﹤0.01%	1390
2025 Q4	$165K	Sell	2,167 -336	-13%	-$25.8K	﹤0.01%	1356
2025 Q3	$199K	Buy	2,503 +1,497	+149%	+$112K	﹤0.01%	1323
2025 Q2	$70.5K	Buy	1,006 +251	+33%	+$18.4K	﹤0.01%	1433
2025 Q1	$55.8K	Sell	755 -2,344	-76%	-$165K	﹤0.01%	1398
2024 Q4	$215K	Buy	3,099 +1,175	+61%	+$89.4K	﹤0.01%	1250
2024 Q3	$162K	Buy	+1,924	New	+$148K	﹤0.01%	1306
2018 Q3	–	Sell	-13,944	Closed	-$1.03M	–	900
2018 Q2	$1.03M	Sell	13,944 -979	-7%	-$69.2K	0.01%	605
2018 Q1	$1M	Hold	14,923	–	–	0.01%	612
2017 Q4	$1.13M	Buy	+14,923	New	+$1.16M	0.01%	577

Other funds holding NHI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

Sterling Capital Management's NHI Position: Q2 2026 in Review

Sterling Capital Management reduced its National Health Investors (NHI) stake by 23% in Q2 2026, selling an estimated $23K and leaving 980 shares worth $74.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1475.

Sterling Capital Management first reported a position in NHI in Q4 2017 and has held it in 11 quarters since. The position peaked at $1.13M in Q4 2017. 303 funds tracked by Wall St. Rank hold NHI as of Q2 2026.

Sterling Capital Management held 980 shares of National Health Investors worth $74.7K as of Q2 2026.
Sterling Capital Management sold 300 National Health Investors shares in Q2 2026, an estimated $23K.
National Health Investors made up ﹤0.01% of Sterling Capital Management's portfolio in Q2 2026, its #1475 holding.
Sterling Capital Management first reported a position in National Health Investors in Q4 2017 and has held it in 11 quarters since.
Sterling Capital Management's National Health Investors position peaked at $1.13M in Q4 2017.
303 funds tracked by Wall St. Rank held National Health Investors as of Q2 2026.

Based on Sterling Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.