Steward Partners Investment Advisory’s National Health Investors NHI Stock Holding History

Steward Partners Investment Advisory’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 Q1	$16K	Buy	198 +10	+5%	+$833	﹤0.01%	3331
2025 Q4	$14.4K	Hold	188	–	–	﹤0.01%	3281
2025 Q3	$14.9K	Hold	188	–	–	﹤0.01%	3216
2025 Q2	$13.2K	Hold	188	–	–	﹤0.01%	3090
2025 Q1	$13.9K	Buy	188 +16	+9%	+$1.13K	﹤0.01%	2953
2024 Q4	$11.9K	Hold	172	–	–	﹤0.01%	3027
2024 Q3	$14.5K	Hold	172	–	–	﹤0.01%	2798
2024 Q2	$11.7K	Sell	172 -48	-22%	-$3.08K	﹤0.01%	2755
2024 Q1	$13.8K	Buy	220 +48	+28%	+$2.71K	﹤0.01%	2678
2023 Q4	$9.61K	Hold	172	–	–	﹤0.01%	2729
2023 Q3	$8.83K	Hold	172	–	–	﹤0.01%	2640
2023 Q2	$9.02K	Hold	172	–	–	﹤0.01%	2607
2023 Q1	$8.87K	Hold	172	–	–	﹤0.01%	2581
2022 Q4	$8.98K	Sell	172 -100	-37%	-$5.48K	﹤0.01%	2576
2022 Q3	$15K	Hold	272	–	–	﹤0.01%	2351
2022 Q2	$16K	Sell	272 -120	-31%	-$6.83K	﹤0.01%	2326
2022 Q1	$23K	Sell	392 -100	-20%	-$5.69K	﹤0.01%	2298
2021 Q4	$28K	Sell	492 -1,975	-80%	-$109K	﹤0.01%	2184
2021 Q3	$132K	Buy	2,467 +2,195	+807%	+$137K	﹤0.01%	1440
2021 Q2	$18K	Sell	272 -33	-11%	-$2.3K	﹤0.01%	5249
2021 Q1	$22K	Buy	+305	New	+$21.3K	﹤0.01%	2425

Other funds holding NHI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

Steward Partners Investment Advisory's NHI Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its National Health Investors (NHI) stake by 5.3% in Q1 2026, buying an estimated $833 and bringing the position to 198 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #3331.

Steward Partners Investment Advisory first reported a position in NHI in Q1 2021 and has held it in 21 quarters since. The position peaked at $132K in Q3 2021. 318 funds tracked by Wall St. Rank hold NHI as of Q1 2026.

Steward Partners Investment Advisory held 198 shares of National Health Investors worth $16K as of Q1 2026.
Steward Partners Investment Advisory bought 10 National Health Investors shares in Q1 2026, an estimated $833.
National Health Investors made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #3331 holding.
Steward Partners Investment Advisory first reported a position in National Health Investors in Q1 2021 and has held it in 21 quarters since.
Steward Partners Investment Advisory's National Health Investors position peaked at $132K in Q3 2021.
318 funds tracked by Wall St. Rank held National Health Investors as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.