Trust Company’s National Health Investors NHI Stock Holding History

Trust Company’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	$303K	Hold	3,969	–	–	0.03%	136
2026 Q1	$321K	Hold	3,969	–	–	0.03%	142
2025 Q4	$303K	Hold	3,969	–	–	0.03%	150
2025 Q3	$316K	Hold	3,969	–	–	0.03%	116
2025 Q2	$278K	Hold	3,969	–	–	0.03%	124
2025 Q1	$293K	Hold	3,969	–	–	0.03%	123
2024 Q4	$275K	Hold	3,969	–	–	0.03%	122
2024 Q3	$334K	Hold	3,969	–	–	0.04%	111
2024 Q2	$269K	Hold	3,969	–	–	0.03%	116
2024 Q1	$249K	Hold	3,969	–	–	0.03%	116
2023 Q4	$222K	Hold	3,969	–	–	0.03%	123
2023 Q3	$204K	Hold	3,969	–	–	0.03%	126
2023 Q2	$208K	Buy	+3,969	New	+$205K	0.03%	138

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

Trust Company's NHI Position: Q2 2026 in Review

Trust Company held its National Health Investors (NHI) position steady in Q2 2026 at 3,969 shares worth $303K. The position accounts for 0.03% of the portfolio, ranked #136.

Trust Company first reported a position in NHI in Q2 2023 and has held it in 13 quarters since. The position peaked at $334K in Q3 2024. 297 funds tracked by Wall St. Rank hold NHI as of Q2 2026.

Trust Company held 3,969 shares of National Health Investors worth $303K as of Q2 2026.
Trust Company left its National Health Investors share count unchanged in Q2 2026.
National Health Investors made up 0.03% of Trust Company's portfolio in Q2 2026, its #136 holding.
Trust Company first reported a position in National Health Investors in Q2 2023 and has held it in 13 quarters since.
Trust Company's National Health Investors position peaked at $334K in Q3 2024.
297 funds tracked by Wall St. Rank held National Health Investors as of Q2 2026.

Based on Trust Company's 13F filing for Q2 2026, filed 10 Jul 2026.