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Triumph Capital Management’s National Health Investors NHI Stock Holding History

Triumph Capital 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
Q3 		$57.5K Hold
875
– – 0.01% 659
2026
Q2 		$66.8K Sell
875
-50
-5% -$3.83K 0.01% 592
2026
Q1 		$75.7K Buy
925
+50
+6% +$4.16K 0.02% 526
2025
Q4 		$66.9K Buy
+875
New +$67.1K 0.01% 539

Other funds holding NHI

SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
NI
Nepsis Inc Minneapolis, Minnesota $317M AUM 37.22% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
FLI
Family Legacy Inc Greenville, South Carolina $363M AUM 22.81% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $82.9M AUM 10.69% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Triumph Capital Management's NHI Position: Q3 2026 in Review

Triumph Capital Management held its National Health Investors (NHI) position steady in Q3 2026 at 875 shares worth $57.5K. The position accounts for 0.01% of the portfolio, ranked #659.

Triumph Capital Management first reported a position in NHI in Q4 2025 and has held it in 4 quarters since. The position peaked at $75.7K in Q1 2026. 19 funds tracked by Wall St. Rank hold NHI as of Q3 2026.

  • Triumph Capital Management held 875 shares of National Health Investors worth $57.5K as of Q3 2026.
  • Triumph Capital Management left its National Health Investors share count unchanged in Q3 2026.
  • National Health Investors made up 0.01% of Triumph Capital Management's portfolio in Q3 2026, its #659 holding.
  • Triumph Capital Management first reported a position in National Health Investors in Q4 2025 and has held it in 4 quarters since.
  • Triumph Capital Management's National Health Investors position peaked at $75.7K in Q1 2026.
  • 19 funds tracked by Wall St. Rank held National Health Investors as of Q3 2026.

Based on Triumph Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.