UBS AM’s National Health Investors NHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $19.1M | Buy |
236,308
+2,233
| +1% | +$186K | ﹤0.01% | 896 |
|
|
2025
Q4 | $17.9M | Sell |
234,075
-2,308
| -1% | -$177K | ﹤0.01% | 888 |
|
|
2025
Q3 | $18.8M | Buy |
236,383
+195,716
| +481% | +$14.6M | ﹤0.01% | 846 |
|
|
2025
Q2 | $2.85M | Sell |
40,667
-209,270
| -84% | -$15.3M | ﹤0.01% | 1978 |
|
|
2025
Q1 | $18.5M | Buy |
249,937
+21,851
| +10% | +$1.54M | ﹤0.01% | 994 |
|
|
2024
Q4 | $15.8M | Sell |
228,086
-14,240
| -6% | -$1.08M | ﹤0.01% | 1054 |
|
|
2024
Q3 | $20.4M | Buy |
242,326
+186,238
| +332% | +$14.4M | 0.01% | 942 |
|
|
2024
Q2 | $3.8M | Sell |
56,088
-134,049
| -71% | -$8.6M | ﹤0.01% | 1644 |
|
|
2024
Q1 | $11.9M | Sell |
190,137
-6,938
| -4% | -$391K | ﹤0.01% | 941 |
|
|
2023
Q4 | $11M | Sell |
197,075
-1,210
| -0.6% | -$64.1K | ﹤0.01% | 949 |
|
|
2023
Q3 | $10.2M | Buy |
198,285
+2,021
| +1% | +$106K | ﹤0.01% | 946 |
|
|
2023
Q2 | $10.1M | Hold |
196,264
| – | – | ﹤0.01% | 972 |
|
|
2023
Q1 | $10.1M | Buy |
196,264
+8,399
| +4% | +$458K | ﹤0.01% | 972 |
|
|
2022
Q4 | $9.81M | Buy |
187,865
+1,549
| +0.8% | +$84.9K | 0.01% | 944 |
|
|
2022
Q3 | $10.5M | Sell |
186,316
-14,770
| -7% | -$931K | 0.01% | 937 |
|
|
2022
Q2 | $12.2M | Sell |
201,086
-16,674
| -8% | -$949K | 0.01% | 892 |
|
|
2022
Q1 | $12.9M | Buy |
217,760
+4,425
| +2% | +$252K | 0.01% | 973 |
|
|
2021
Q4 | $12.3M | Buy |
213,335
+22,376
| +12% | +$1.24M | ﹤0.01% | 1052 |
|
|
2021
Q3 | $10.2M | Buy |
190,959
+7,454
| +4% | +$466K | ﹤0.01% | 1088 |
|
|
2021
Q2 | $12.3M | Sell |
183,505
-11,203
| -6% | -$781K | 0.01% | 1049 |
|
|
2021
Q1 | $14.1M | Sell |
194,708
-64,262
| -25% | -$4.48M | 0.01% | 967 |
|
|
2020
Q4 | $17.9M | Buy |
258,970
+28,694
| +12% | +$1.82M | 0.01% | 873 |
|
|
2020
Q3 | $13.9M | Buy |
230,276
+36,485
| +19% | +$2.25M | 0.01% | 862 |
|
|
2020
Q2 | $11.8M | Buy |
193,791
+31,705
| +20% | +$1.74M | 0.01% | 864 |
|
|
2020
Q1 | $8.03M | Buy |
162,086
+2,897
| +2% | +$220K | 0.01% | 918 |
|
|
2019
Q4 | $13M | Buy |
159,189
+4,848
| +3% | +$397K | 0.01% | 872 |
|
|
2019
Q3 | $12.7M | Buy |
154,341
+17,702
| +13% | +$1.44M | 0.01% | 877 |
|
|
2019
Q2 | $10.7M | Sell |
136,639
-6,363
| -4% | -$494K | 0.01% | 937 |
|
|
2019
Q1 | $11.2M | Buy |
143,002
+23,020
| +19% | +$1.83M | 0.01% | 901 |
|
|
2018
Q4 | $9.06M | Buy |
119,982
+1,557
| +1% | +$117K | 0.01% | 905 |
|
|
2018
Q3 | $8.95M | Buy |
118,425
+4,300
| +4% | +$328K | 0.01% | 962 |
|
|
2018
Q2 | $8.41M | Buy |
114,125
+1,557
| +1% | +$110K | 0.01% | 988 |
|
|
2018
Q1 | $7.57M | Buy |
112,568
+20,239
| +22% | +$1.38M | 0.01% | 1008 |
|
|
2017
Q4 | $6.96M | Buy |
92,329
+12,130
| +15% | +$941K | 0.01% | 1005 |
|
|
2017
Q3 | $6.2M | Buy |
80,199
+3,601
| +5% | +$282K | 0.01% | 1015 |
|
|
2017
Q2 | $6.07M | Buy |
76,598
+4,384
| +6% | +$332K | 0.01% | 993 |
|
|
2017
Q1 | $5.24M | Buy |
72,214
+11,776
| +19% | +$863K | 0.01% | 1009 |
|
|
2016
Q4 | $4.48M | Sell |
60,438
-1,245
| -2% | -$91.4K | 0.01% | 1018 |
|
|
2016
Q3 | $4.84M | Buy |
61,683
+2,665
| +5% | +$210K | 0.01% | 1028 |
|
|
2016
Q2 | $4.43M | Buy |
59,018
+4,931
| +9% | +$342K | 0.01% | 1052 |
|
|
2016
Q1 | $3.6M | Sell |
54,087
-15,373
| -22% | -$950K | ﹤0.01% | 1130 |
|
|
2015
Q4 | $4.23M | Buy |
69,460
+4,890
| +8% | +$292K | ﹤0.01% | 1131 |
|
|
2015
Q3 | $3.71M | Buy |
64,570
+13,062
| +25% | +$790K | ﹤0.01% | 1162 |
|
|
2015
Q2 | $3.21M | Buy |
51,508
+3,690
| +8% | +$247K | ﹤0.01% | 1199 |
|
|
2015
Q1 | $3.4M | Buy |
47,818
+2,800
| +6% | +$202K | ﹤0.01% | 1158 |
|
|
2014
Q4 | $3.15M | Buy |
45,018
+9,300
| +26% | +$604K | ﹤0.01% | 1162 |
|
|
2014
Q3 | $2.04M | Sell |
35,718
-1,600
| -4% | -$99.2K | ﹤0.01% | 1294 |
|
|
2014
Q2 | $2.33M | Buy |
37,318
+3,700
| +11% | +$228K | ﹤0.01% | 1275 |
|
|
2014
Q1 | $2.03M | Sell |
33,618
-1,770
| -5% | -$107K | ﹤0.01% | 1306 |
|
|
2013
Q4 | $1.99M | Buy |
35,388
+5,800
| +20% | +$345K | ﹤0.01% | 1276 |
|
|
2013
Q3 | $1.68M | Sell |
29,588
-3,200
| -10% | -$191K | ﹤0.01% | 1304 |
|
|
2013
Q2 | $1.96M | Buy |
+32,788
| New | +$2.12M | ﹤0.01% | 1229 |
|
Other funds holding NHI
VPM
VCM
NAMI
UBS AM's NHI Position: Q1 2026 in Review
UBS AM increased its National Health Investors (NHI) stake by 0.95% in Q1 2026, buying an estimated $186K and bringing the position to 236,308 shares worth $19.1M. The position accounts for ﹤0.01% of the portfolio, ranked #896.
UBS AM first reported a position in NHI in Q2 2013 and has held it in 52 quarters since. The position peaked at $20.4M in Q3 2024. 318 funds tracked by Wall St. Rank hold NHI as of Q1 2026.
- UBS AM held 236,308 shares of National Health Investors worth $19.1M as of Q1 2026.
- UBS AM bought 2,233 National Health Investors shares in Q1 2026, an estimated $186K.
- National Health Investors made up ﹤0.01% of UBS AM's portfolio in Q1 2026, its #896 holding.
- UBS AM first reported a position in National Health Investors in Q2 2013 and has held it in 52 quarters since.
- UBS AM's National Health Investors position peaked at $20.4M in Q3 2024.
- 318 funds tracked by Wall St. Rank held National Health Investors as of Q1 2026.
Based on UBS AM's 13F filing for Q1 2026, filed 13 May 2026.