Susquehanna Fundamental Investments’s National Health Investors NHI Stock Holding History

Susquehanna Fundamental Investments’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	–	Sell	-17,398	Closed	-$1.33M	–	624
2025 Q4	$1.33M	Sell	17,398 -1,796	-9%	-$138K	0.05%	309
2025 Q3	$1.53M	Sell	19,194 -987	-5%	-$73.8K	0.06%	273
2025 Q2	$1.42M	Hold	20,181	–	–	0.04%	399
2025 Q1	$1.49M	Buy	20,181 +7,791	+63%	+$549K	0.02%	599
2024 Q4	$859K	Buy	+12,390	New	+$942K	0.01%	754
2024 Q2	–	Sell	-8,707	Closed	-$547K	–	988
2024 Q1	$547K	Buy	+8,707	New	+$491K	0.03%	450
2022 Q4	–	Sell	-16,894	Closed	-$955K	–	1387
2022 Q3	$955K	Buy	+16,894	New	+$1.06M	0.02%	820
2022 Q1	$2.85M	Sell	48,204 -1,174	-2%	-$66.8K	0.06%	453
2021 Q4	$2.84M	Sell	49,378 -3,921	-7%	-$217K	0.07%	329
2021 Q3	$2.85M	Buy	+53,299	New	+$3.33M	0.05%	479

Other funds holding NHI

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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

Susquehanna Fundamental Investments's NHI Position: Q1 2026 in Review

Susquehanna Fundamental Investments sold out of National Health Investors (NHI) in Q1 2026, closing a stake of 17,398 shares — an estimated $1.33M sold.

Susquehanna Fundamental Investments first reported a position in NHI in Q3 2021 and held it in 10 quarters. The position peaked at $2.85M in Q3 2021. 318 funds tracked by Wall St. Rank hold NHI as of Q1 2026.

Susquehanna Fundamental Investments reported no remaining National Health Investors position as of Q1 2026 after selling out during the quarter.
Susquehanna Fundamental Investments sold 17,398 National Health Investors shares in Q1 2026, an estimated $1.33M.
Susquehanna Fundamental Investments first reported a position in National Health Investors in Q3 2021 and held it in 10 quarters.
Susquehanna Fundamental Investments's National Health Investors position peaked at $2.85M in Q3 2021.
318 funds tracked by Wall St. Rank held National Health Investors as of Q1 2026.

Based on Susquehanna Fundamental Investments's 13F filing for Q1 2026, filed 15 May 2026.