Transamerica Financial Advisors’s National Health Investors NHI Stock Holding History

Transamerica Financial Advisors’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	$540	Hold	7	–	–	﹤0.01%	1670
2026 Q1	$572	Buy	7 +1	+17%	+$83	﹤0.01%	1455
2025 Q4	$464	Sell	6 -1	-14%	-$77	﹤0.01%	1376
2025 Q3	$563	Buy	+7	New	+$524	﹤0.01%	1276
2016 Q2	–	Sell	-600	Closed	-$40K	–	596
2016 Q1	$40K	Hold	600	–	–	﹤0.01%	394
2015 Q4	$37K	Buy	600 +300	+100%	+$17.9K	﹤0.01%	447
2015 Q3	$18K	Hold	300	–	–	﹤0.01%	514
2015 Q2	$19K	Hold	300	–	–	﹤0.01%	565
2015 Q1	$22K	Hold	300	–	–	﹤0.01%	530
2014 Q4	$21K	Hold	300	–	–	﹤0.01%	434
2014 Q3	$18K	Hold	300	–	–	﹤0.01%	419
2014 Q2	$19K	Hold	300	–	–	﹤0.01%	450
2014 Q1	$19K	Hold	300	–	–	﹤0.01%	413
2013 Q4	$17K	Hold	300	–	–	﹤0.01%	421
2013 Q3	$18K	Hold	300	–	–	﹤0.01%	392
2013 Q2	$18K	Buy	+300	New	+$19.4K	﹤0.01%	368

Other funds holding NHI

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

Transamerica Financial Advisors's NHI Position: Q2 2026 in Review

Transamerica Financial Advisors held its National Health Investors (NHI) position steady in Q2 2026 at 7 shares worth $540. The position accounts for ﹤0.01% of the portfolio, ranked #1670.

Transamerica Financial Advisors first reported a position in NHI in Q2 2013 and has held it in 16 quarters since. The position peaked at $40K in Q1 2016. 303 funds tracked by Wall St. Rank hold NHI as of Q2 2026.

Transamerica Financial Advisors held 7 shares of National Health Investors worth $540 as of Q2 2026.
Transamerica Financial Advisors left its National Health Investors share count unchanged in Q2 2026.
National Health Investors made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #1670 holding.
Transamerica Financial Advisors first reported a position in National Health Investors in Q2 2013 and has held it in 16 quarters since.
Transamerica Financial Advisors's National Health Investors position peaked at $40K in Q1 2016.
303 funds tracked by Wall St. Rank held National Health Investors as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.