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TBH Global Asset Management’s National Health Investors NHI Stock Holding History

TBH Global 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 		$1.11M Hold
14,576
– – 0.2% 110
2026
Q1 		$1.18M Sell
14,576
-2,660
-15% -$222K 0.24% 96
2025
Q4 		$1.32M Buy
17,236
+2,599
+18% +$199K 0.22% 88
2025
Q3 		$1.16M Hold
14,637
– – 0.23% 99
2025
Q2 		$1.03M Sell
14,637
-2,660
-15% -$195K 0.22% 74
2025
Q1 		$1.28M Buy
17,297
+1,560
+10% +$110K 0.25% 65
2024
Q4 		$1.09M Hold
15,737
– – 0.26% 91
2024
Q3 		$1.32M Buy
15,737
+100
+0.6% +$7.71K 0.29% 86
2024
Q2 		$1.06M Sell
15,637
-100
-0.6% -$6.41K 0.24% 90
2024
Q1 		$989K Sell
15,737
-75
-0.5% -$4.23K 0.2% 87
2023
Q4 		$883K Buy
15,812
+101
+0.6% +$5.35K 0.18% 90
2023
Q3 		$807K Sell
15,711
-590
-4% -$30.9K 0.16% 107
2023
Q2 		$854K Sell
16,301
-610
-4% -$31.4K 0.17% 93
2023
Q1 		$872K Buy
16,911
+105
+0.6% +$5.73K 0.19% 90
2022
Q4 		$878K Buy
16,806
+3,806
+29% +$209K 0.21% 86
2022
Q3 		$735K Hold
13,000
– – 0.19% 85
2022
Q2 		$788K Hold
13,000
– – 0.19% 85
2022
Q1 		$767K Hold
13,000
– – 0.16% 96
2021
Q4 		$747K Hold
13,000
– – 0.15% 100
2021
Q3 		$696K Hold
13,000
– – 0.16% 97
2021
Q2 		$872K Hold
13,000
– – 0.2% 83
2021
Q1 		$940K Hold
13,000
– – 0.24% 75
2020
Q4 		$899K Hold
13,000
– – 0.28% 66
2020
Q3 		$784K Hold
13,000
– – 0.27% 71
2020
Q2 		$789K Sell
13,000
-3,000
-19% -$165K 0.31% 58
2020
Q1 		$792K Sell
16,000
-1,000
-6% -$75.9K 0.34% 51
2019
Q4 		$1.39M Buy
+17,000
New +$1.39M 0.42% 52

Other funds holding NHI

BlackRock
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

TBH Global Asset Management's NHI Position: Q2 2026 in Review

TBH Global Asset Management held its National Health Investors (NHI) position steady in Q2 2026 at 14,576 shares worth $1.11M. The position accounts for 0.2% of the portfolio, ranked #110.

TBH Global Asset Management first reported a position in NHI in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.39M in Q4 2019. 297 funds tracked by Wall St. Rank hold NHI as of Q2 2026.

  • TBH Global Asset Management held 14,576 shares of National Health Investors worth $1.11M as of Q2 2026.
  • TBH Global Asset Management left its National Health Investors share count unchanged in Q2 2026.
  • National Health Investors made up 0.2% of TBH Global Asset Management's portfolio in Q2 2026, its #110 holding.
  • TBH Global Asset Management first reported a position in National Health Investors in Q4 2019 and has held it in 27 quarters since.
  • TBH Global Asset Management's National Health Investors position peaked at $1.39M in Q4 2019.
  • 297 funds tracked by Wall St. Rank held National Health Investors as of Q2 2026.

Based on TBH Global Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.