Sumitomo Mitsui DS Asset Management’s National Health Investors NHI Stock Holding History

Sumitomo Mitsui DS Asset 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	$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

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

JBC

Jefferson Bridge Capital Nashville, Tennessee $115M AUM

LDB

Lee, Danner & Bass Nashville, Tennessee $1.73B AUM 36.69% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Nepsis Inc Minneapolis, Minnesota $295M AUM 35.44% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

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. 50 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.
50 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.