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Steve Schonfeld’s National Health Investors NHI Stock Holding History

Steve Schonfeld’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 		– Sell
-7,641
Closed -$618K – 2869
2026
Q1 		$618K Buy
+7,641
New +$636K ﹤0.01% 1292
2025
Q4 		– Sell
-66,801
Closed -$5.31M – 2408
2025
Q3 		$5.31M Buy
66,801
+31,916
+91% +$2.39M 0.03% 562
2025
Q2 		$2.45M Sell
34,885
-14,947
-30% -$1.09M 0.02% 874
2025
Q1 		$3.68M Buy
+49,832
New +$3.51M 0.02% 646
2024
Q4 		– Sell
-17,800
Closed -$1.5M – 2261
2024
Q3 		$1.5M Buy
+17,800
New +$1.37M 0.01% 1016
2024
Q2 		– Sell
-10,160
Closed -$638K – 2434
2024
Q1 		$638K Buy
+10,160
New +$573K ﹤0.01% 1388
2022
Q2 		– Sell
-7,700
Closed -$455K – 2846
2022
Q1 		$455K Sell
7,700
-1,626
-17% -$92.5K ﹤0.01% 1431
2021
Q4 		$536K Buy
9,326
+1,826
+24% +$101K ﹤0.01% 1226
2021
Q3 		$401K Sell
7,500
-39,594
-84% -$2.47M ﹤0.01% 1375
2021
Q2 		$3.16M Buy
+47,094
New +$3.28M 0.03% 577

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

Steve Schonfeld's NHI Position: Q2 2026 in Review

Steve Schonfeld sold out of National Health Investors (NHI) in Q2 2026, closing a stake of 7,641 shares — an estimated $618K sold.

Steve Schonfeld first reported a position in NHI in Q2 2021 and held it in 10 quarters. The position peaked at $5.31M in Q3 2025. 300 funds tracked by Wall St. Rank hold NHI as of Q2 2026.

  • Steve Schonfeld reported no remaining National Health Investors position as of Q2 2026 after selling out during the quarter.
  • Steve Schonfeld sold 7,641 National Health Investors shares in Q2 2026, an estimated $618K.
  • Steve Schonfeld first reported a position in National Health Investors in Q2 2021 and held it in 10 quarters.
  • Steve Schonfeld's National Health Investors position peaked at $5.31M in Q3 2025.
  • 300 funds tracked by Wall St. Rank held National Health Investors as of Q2 2026.

Based on Schonfeld Strategic Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.