Truist Financial
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Truist Financial’s National Health Investors NHI Stock Holding History

Truist Financial’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 		$2.81M Buy
36,858
+500
+1% +$38.3K ﹤0.01% 1196
2026
Q1 		$2.94M Buy
36,358
+125
+0.3% +$10.4K ﹤0.01% 1106
2025
Q4 		$2.77M Buy
36,233
+13
+0% +$997 ﹤0.01% 1111
2025
Q3 		$2.88M Sell
36,220
-15
-0% -$1.12K ﹤0.01% 1157
2025
Q2 		$2.54M Buy
36,235
+22
+0.1% +$1.61K ﹤0.01% 1166
2025
Q1 		$2.67M Sell
36,213
-22
-0.1% -$1.55K ﹤0.01% 1084
2024
Q4 		$2.51M Sell
36,235
-19
-0.1% -$1.45K ﹤0.01% 1128
2024
Q3 		$3.05M Sell
36,254
-1,777
-5% -$137K ﹤0.01% 1051
2024
Q2 		$2.58M Buy
38,031
+1,780
+5% +$114K ﹤0.01% 1160
2024
Q1 		$2.28M Buy
36,251
+19
+0.1% +$1.07K ﹤0.01% 1219
2023
Q4 		$2.02M Buy
36,232
+8,307
+30% +$440K ﹤0.01% 1255
2023
Q3 		$1.43M Sell
27,925
-94
-0.3% -$4.92K ﹤0.01% 1402
2023
Q2 		$1.47M Buy
28,019
+37
+0.1% +$1.91K ﹤0.01% 1401
2023
Q1 		$1.44M Sell
27,982
-18,547
-40% -$1.01M ﹤0.01% 1380
2022
Q4 		$2.43M Buy
46,529
+37,587
+420% +$2.06M ﹤0.01% 1112
2022
Q3 		$506K Buy
+8,942
New +$564K ﹤0.01% 1813
2021
Q2 		– Sell
-9,106
Closed -$658K – 2775
2021
Q1 		$658K Sell
9,106
-1,951
-18% -$136K ﹤0.01% 1826
2020
Q4 		$765K Buy
11,057
+3,400
+44% +$216K ﹤0.01% 1641
2020
Q3 		$462K Sell
7,657
-19,111
-71% -$1.18M ﹤0.01% 1769
2020
Q2 		$1.63M Buy
26,768
+197
+0.7% +$10.8K ﹤0.01% 1118
2020
Q1 		$1.32M Buy
26,571
+4,967
+23% +$377K ﹤0.01% 1146
2019
Q4 		$1.76M Buy
+21,604
New +$1.77M ﹤0.01% 1191

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

Truist Financial's NHI Position: Q2 2026 in Review

Truist Financial increased its National Health Investors (NHI) stake by 1.4% in Q2 2026, buying an estimated $38.3K and bringing the position to 36,858 shares worth $2.81M. The position accounts for ﹤0.01% of the portfolio, ranked #1196.

Truist Financial first reported a position in NHI in Q4 2019 and has held it in 22 quarters since. The position peaked at $3.05M in Q3 2024. 303 funds tracked by Wall St. Rank hold NHI as of Q2 2026.

  • Truist Financial held 36,858 shares of National Health Investors worth $2.81M as of Q2 2026.
  • Truist Financial bought 500 National Health Investors shares in Q2 2026, an estimated $38.3K.
  • National Health Investors made up ﹤0.01% of Truist Financial's portfolio in Q2 2026, its #1196 holding.
  • Truist Financial first reported a position in National Health Investors in Q4 2019 and has held it in 22 quarters since.
  • Truist Financial's National Health Investors position peaked at $3.05M in Q3 2024.
  • 303 funds tracked by Wall St. Rank held National Health Investors as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.