SW
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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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return