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SVB Wealth’s National Health Investors NHI Stock Holding History

SVB Wealth’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
2025
Q2 		– Sell
-3
Closed -$222 – 1206
2025
Q1 		$222 Buy
+3
New +$212 ﹤0.01% 1469
2017
Q3 		– Sell
-9,849
Closed -$780K – 475
2017
Q2 		$780K Buy
9,849
+1,274
+15% +$96.4K 0.03% 297
2017
Q1 		$623K Buy
8,575
+2,058
+32% +$151K 0.02% 317
2016
Q4 		$483K Buy
6,517
+1,520
+30% +$112K 0.02% 347
2016
Q3 		$392K Buy
+4,997
New +$393K 0.02% 374

Other funds holding NHI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

SVB Wealth's NHI Position: Q2 2025 in Review

SVB Wealth sold out of National Health Investors (NHI) in Q2 2025, closing a stake of 3 shares — an estimated $222 sold.

SVB Wealth first reported a position in NHI in Q3 2016 and held it in 5 quarters. The position peaked at $780K in Q2 2017. 276 funds tracked by Wall St. Rank hold NHI as of Q2 2025.

  • SVB Wealth reported no remaining National Health Investors position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 3 National Health Investors shares in Q2 2025, an estimated $222.
  • SVB Wealth first reported a position in National Health Investors in Q3 2016 and held it in 5 quarters.
  • SVB Wealth's National Health Investors position peaked at $780K in Q2 2017.
  • 276 funds tracked by Wall St. Rank held National Health Investors as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.