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 Q3	$260K	Hold	3,969	–	–	0.02%	156
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

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

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

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

FLI

Family Legacy Inc Greenville, South Carolina $363M AUM 22.81% 1-Year Est. Return

Pensionfund Sabic Sittard, Netherlands $82.9M AUM 10.69% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Trust Company's NHI Position: Q3 2026 in Review

Trust Company held its National Health Investors (NHI) position steady in Q3 2026 at 3,969 shares worth $260K. The position accounts for 0.02% of the portfolio, ranked #156.

Trust Company first reported a position in NHI in Q2 2023 and has held it in 14 quarters since. The position peaked at $334K in Q3 2024. 16 funds tracked by Wall St. Rank hold NHI as of Q3 2026.

Trust Company held 3,969 shares of National Health Investors worth $260K as of Q3 2026.
Trust Company left its National Health Investors share count unchanged in Q3 2026.
National Health Investors made up 0.02% of Trust Company's portfolio in Q3 2026, its #156 holding.
Trust Company first reported a position in National Health Investors in Q2 2023 and has held it in 14 quarters since.
Trust Company's National Health Investors position peaked at $334K in Q3 2024.
16 funds tracked by Wall St. Rank held National Health Investors as of Q3 2026.

Based on Trust Company's 13F filing for Q3 2026, filed 9 Oct 2026.