Sumitomo Mitsui DS Asset Management’s National Health Investors NHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $827K | Hold |
10,851
| – | – | 0.01% | 644 |
|
|
2026
Q1 | $877K | Hold |
10,851
| – | – | 0.01% | 628 |
|
|
2025
Q4 | $829K | Hold |
10,851
| – | – | 0.01% | 629 |
|
|
2025
Q3 | $863K | Buy |
10,851
+1,787
| +20% | +$134K | 0.01% | 633 |
|
|
2025
Q2 | $636K | Hold |
9,064
| – | – | 0.01% | 652 |
|
|
2025
Q1 | $669K | Hold |
9,064
| – | – | 0.01% | 670 |
|
|
2024
Q4 | $628K | Buy |
9,064
+969
| +12% | +$73.7K | 0.01% | 686 |
|
|
2024
Q3 | $680K | Buy |
8,095
+902
| +13% | +$69.5K | 0.01% | 672 |
|
|
2024
Q2 | $487K | Hold |
7,193
| – | – | 0.01% | 692 |
|
|
2024
Q1 | $452K | Hold |
7,193
| – | – | 0.01% | 699 |
|
|
2023
Q4 | $402K | Buy |
7,193
+1,142
| +19% | +$60.5K | 0.01% | 728 |
|
|
2023
Q3 | $311K | Hold |
6,051
| – | – | ﹤0.01% | 726 |
|
|
2023
Q2 | $317K | Hold |
6,051
| – | – | ﹤0.01% | 727 |
|
|
2023
Q1 | $312K | Hold |
6,051
| – | – | 0.01% | 716 |
|
|
2022
Q4 | $316K | Hold |
6,051
| – | – | 0.01% | 710 |
|
|
2022
Q3 | $342K | Hold |
6,051
| – | – | 0.01% | 693 |
|
|
2022
Q2 | $367K | Buy |
6,051
+1,236
| +26% | +$70.4K | 0.01% | 687 |
|
|
2022
Q1 | $284K | Sell |
4,815
-10,177
| -68% | -$579K | 0.01% | 727 |
|
|
2021
Q4 | $861K | Buy |
14,992
+2,754
| +23% | +$152K | 0.02% | 563 |
|
|
2021
Q3 | $654K | Buy |
12,238
+6,510
| +114% | +$407K | 0.02% | 607 |
|
|
2021
Q2 | $384K | Buy |
5,728
+888
| +18% | +$61.9K | 0.01% | 698 |
|
|
2021
Q1 | $349K | Buy |
4,840
+817
| +20% | +$57K | 0.01% | 690 |
|
|
2020
Q4 | $278K | Buy |
4,023
+170
| +4% | +$10.8K | 0.01% | 694 |
|
|
2020
Q3 | $232K | Buy |
3,853
+70
| +2% | +$4.32K | 0.01% | 686 |
|
|
2020
Q2 | $229K | Buy |
+3,783
| New | +$208K | 0.01% | 686 |
|
|
2019
Q2 | – | Sell |
-71,997
| Closed | -$5.66M | – | 767 |
|
|
2019
Q1 | $5.66M | Sell |
71,997
-10,171
| -12% | -$808K | 0.09% | 179 |
|
|
2018
Q4 | $6.21M | Buy |
82,168
+16,362
| +25% | +$1.23M | 0.11% | 154 |
|
|
2018
Q3 | $4.97M | Sell |
65,806
-22,909
| -26% | -$1.75M | 0.08% | 192 |
|
|
2018
Q2 | $6.54M | Sell |
88,715
-3,675
| -4% | -$260K | 0.1% | 158 |
|
|
2018
Q1 | $6.22M | Sell |
92,390
-54,176
| -37% | -$3.7M | 0.09% | 172 |
|
|
2017
Q4 | $11M | Sell |
146,566
-34,123
| -19% | -$2.65M | 0.17% | 119 |
|
|
2017
Q3 | $14M | Sell |
180,689
-48,553
| -21% | -$3.8M | 0.22% | 106 |
|
|
2017
Q2 | $18.2M | Buy |
229,242
+36,727
| +19% | +$2.78M | 0.3% | 85 |
|
|
2017
Q1 | $14M | Buy |
192,515
+5,117
| +3% | +$375K | 0.24% | 103 |
|
|
2016
Q4 | $13.9M | Sell |
187,398
-5,253
| -3% | -$386K | 0.27% | 105 |
|
|
2016
Q3 | $15.1M | Sell |
192,651
-59,036
| -23% | -$4.64M | 0.33% | 98 |
|
|
2016
Q2 | $18.9M | Sell |
251,687
-18,898
| -7% | -$1.31M | 0.57% | 44 |
|
|
2016
Q1 | $18M | Sell |
270,585
-5,561
| -2% | -$344K | 0.56% | 46 |
|
|
2015
Q4 | $16.8M | Buy |
276,146
+171,201
| +163% | +$10.2M | 0.57% | 45 |
|
|
2015
Q3 | $6.03M | Buy |
104,945
+100,519
| +2,271% | +$6.08M | 0.21% | 137 |
|
|
2015
Q2 | $275K | Hold |
4,426
| – | – | 0.01% | 700 |
|
|
2015
Q1 | $314K | Buy |
+4,426
| New | +$320K | 0.01% | 681 |
|
|
2014
Q2 | – | Sell |
-5,121
| Closed | -$309K | – | 781 |
|
|
2014
Q1 | $309K | Hold |
5,121
| – | – | 0.01% | 749 |
|
|
2013
Q4 | $287K | Sell |
5,121
-50
| -1% | -$2.97K | 0.01% | 754 |
|
|
2013
Q3 | $294K | Sell |
5,171
-2,400
| -32% | -$143K | 0.01% | 723 |
|
|
2013
Q2 | $453K | Buy |
+7,571
| New | +$490K | 0.01% | 690 |
|
Other funds holding NHI
NAMI
Sumitomo Mitsui DS Asset Management's NHI Position: Q2 2026 in Review
Sumitomo Mitsui DS Asset Management held its National Health Investors (NHI) position steady in Q2 2026 at 10,851 shares worth $827K. The position accounts for 0.01% of the portfolio, ranked #644.
Sumitomo Mitsui DS Asset Management first reported a position in NHI in Q2 2013 and has held it in 46 quarters since. The position peaked at $18.9M in Q2 2016. 303 funds tracked by Wall St. Rank hold NHI as of Q2 2026.
- Sumitomo Mitsui DS Asset Management held 10,851 shares of National Health Investors worth $827K as of Q2 2026.
- Sumitomo Mitsui DS Asset Management left its National Health Investors share count unchanged in Q2 2026.
- National Health Investors made up 0.01% of Sumitomo Mitsui DS Asset Management's portfolio in Q2 2026, its #644 holding.
- Sumitomo Mitsui DS Asset Management first reported a position in National Health Investors in Q2 2013 and has held it in 46 quarters since.
- Sumitomo Mitsui DS Asset Management's National Health Investors position peaked at $18.9M in Q2 2016.
- 303 funds tracked by Wall St. Rank held National Health Investors as of Q2 2026.
Based on Sumitomo Mitsui DS Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.