Tortoise Investment Management’s National Health Investors NHI Stock Holding History

Tortoise Investment 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
2025 Q4	–	Sell	-1	Closed	-$80	–	1009
2025 Q3	$80	Buy	+1	New	+$75	﹤0.01%	1421
2020 Q1	–	Sell	-126	Closed	-$10K	–	592
2019 Q4	$10K	Hold	126	–	–	﹤0.01%	412
2019 Q3	$10K	Hold	126	–	–	﹤0.01%	402
2019 Q2	$10K	Hold	126	–	–	﹤0.01%	432
2019 Q1	$10K	Hold	126	–	–	﹤0.01%	413
2018 Q4	$10K	Hold	126	–	–	﹤0.01%	389
2018 Q3	$10K	Hold	126	–	–	﹤0.01%	404
2018 Q2	$9K	Hold	126	–	–	﹤0.01%	419
2018 Q1	$8K	Sell	126 -2	-2%	-$137	﹤0.01%	409
2017 Q4	$10K	Hold	128	–	–	﹤0.01%	399
2017 Q3	$10K	Hold	128	–	–	﹤0.01%	361
2017 Q2	$10K	Hold	128	–	–	﹤0.01%	353
2017 Q1	$9K	Hold	128	–	–	﹤0.01%	344
2016 Q4	$9K	Hold	128	–	–	﹤0.01%	344
2016 Q3	$10K	Buy	+128	New	+$10.1K	﹤0.01%	316

Other funds holding NHI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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 $1.88T AUM 44.46% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Tortoise Investment Management's NHI Position: Q4 2025 in Review

Tortoise Investment Management sold out of National Health Investors (NHI) in Q4 2025, closing a stake of 1 share — an estimated $80 sold.

Tortoise Investment Management first reported a position in NHI in Q3 2016 and held it in 15 quarters. The position peaked at $10K in Q4 2019. 296 funds tracked by Wall St. Rank hold NHI as of Q4 2025.

Tortoise Investment Management reported no remaining National Health Investors position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 1 National Health Investors share in Q4 2025, an estimated $80.
Tortoise Investment Management first reported a position in National Health Investors in Q3 2016 and held it in 15 quarters.
Tortoise Investment Management's National Health Investors position peaked at $10K in Q4 2019.
296 funds tracked by Wall St. Rank held National Health Investors as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.