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Sunrise Financial Services’s National Health Investors NHI Stock Holding History

Sunrise Financial Services’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
-1
Closed -$81 – 627
2026
Q1 		$81 Buy
+1
New +$83 ﹤0.01% 611

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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

Sunrise Financial Services's NHI Position: Q2 2026 in Review

Sunrise Financial Services sold out of National Health Investors (NHI) in Q2 2026, closing a stake of 1 share — an estimated $81 sold.

Sunrise Financial Services first reported a position in NHI in Q1 2026 and held it in 1 quarter. The position peaked at $81 in Q1 2026. 297 funds tracked by Wall St. Rank hold NHI as of Q2 2026.

  • Sunrise Financial Services reported no remaining National Health Investors position as of Q2 2026 after selling out during the quarter.
  • Sunrise Financial Services sold 1 National Health Investors share in Q2 2026, an estimated $81.
  • Sunrise Financial Services first reported a position in National Health Investors in Q1 2026 and held it in 1 quarter.
  • Sunrise Financial Services's National Health Investors position peaked at $81 in Q1 2026.
  • 297 funds tracked by Wall St. Rank held National Health Investors as of Q2 2026.

Based on Sunrise Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.