UBS Group’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
Q2 | $30.2M | Buy |
396,229
+268,595
| +210% | +$20.6M | ﹤0.01% | 2256 |
|
|
2026
Q1 | $10.3M | Sell |
127,634
-69,884
| -35% | -$5.82M | ﹤0.01% | 3307 |
|
|
2025
Q4 | $15.1M | Buy |
197,518
+6,984
| +4% | +$536K | ﹤0.01% | 2872 |
|
|
2025
Q3 | $15.1M | Buy |
190,534
+3,691
| +2% | +$276K | ﹤0.01% | 2873 |
|
|
2025
Q2 | $13.1M | Sell |
186,843
-13,408
| -7% | -$982K | ﹤0.01% | 2820 |
|
|
2025
Q1 | $14.8M | Buy |
200,251
+97,534
| +95% | +$6.88M | ﹤0.01% | 2644 |
|
|
2024
Q4 | $7.12M | Buy |
102,717
+1,204
| +1% | +$91.6K | ﹤0.01% | 3439 |
|
|
2024
Q3 | $8.53M | Buy |
101,513
+40,454
| +66% | +$3.12M | ﹤0.01% | 2520 |
|
|
2024
Q2 | $4.14M | Sell |
61,059
-20,608
| -25% | -$1.32M | ﹤0.01% | 3051 |
|
|
2024
Q1 | $5.13M | Sell |
81,667
-4,547
| -5% | -$256K | ﹤0.01% | 2946 |
|
|
2023
Q4 | $4.82M | Buy |
86,214
+21,479
| +33% | +$1.14M | ﹤0.01% | 2826 |
|
|
2023
Q3 | $3.32M | Sell |
64,735
-26,801
| -29% | -$1.4M | ﹤0.01% | 2960 |
|
|
2023
Q2 | $4.8M | Buy |
91,536
+57,536
| +169% | +$2.97M | ﹤0.01% | 2635 |
|
|
2023
Q1 | $1.75M | Sell |
34,000
-40,943
| -55% | -$2.23M | ﹤0.01% | 3568 |
|
|
2022
Q4 | $3.91M | Buy |
74,943
+3,267
| +5% | +$179K | ﹤0.01% | 2732 |
|
|
2022
Q3 | $4.05M | Sell |
71,676
-11,386
| -14% | -$718K | ﹤0.01% | 2548 |
|
|
2022
Q2 | $5.04M | Sell |
83,062
-12,000
| -13% | -$683K | ﹤0.01% | 2374 |
|
|
2022
Q1 | $5.61M | Sell |
95,062
-7,084
| -7% | -$403K | ﹤0.01% | 2428 |
|
|
2021
Q4 | $5.87M | Sell |
102,146
-21,060
| -17% | -$1.17M | ﹤0.01% | 2653 |
|
|
2021
Q3 | $6.59M | Buy |
123,206
+46,235
| +60% | +$2.89M | ﹤0.01% | 2392 |
|
|
2021
Q2 | $5.16M | Sell |
76,971
-20,580
| -21% | -$1.44M | ﹤0.01% | 2648 |
|
|
2021
Q1 | $7.05M | Buy |
97,551
+4,773
| +5% | +$333K | ﹤0.01% | 2277 |
|
|
2020
Q4 | $6.42M | Sell |
92,778
-8,585
| -8% | -$546K | ﹤0.01% | 2213 |
|
|
2020
Q3 | $6.11M | Buy |
101,363
+31,784
| +46% | +$1.96M | ﹤0.01% | 2016 |
|
|
2020
Q2 | $4.22M | Sell |
69,579
-31,099
| -31% | -$1.71M | ﹤0.01% | 2181 |
|
|
2020
Q1 | $4.99M | Sell |
100,678
-32,754
| -25% | -$2.49M | ﹤0.01% | 1936 |
|
|
2019
Q4 | $10.9M | Buy |
133,432
+34,848
| +35% | +$2.85M | ﹤0.01% | 1884 |
|
|
2019
Q3 | $8.12M | Buy |
98,584
+36,772
| +59% | +$2.99M | ﹤0.01% | 1935 |
|
|
2019
Q2 | $4.82M | Buy |
61,812
+29,264
| +90% | +$2.27M | ﹤0.01% | 2356 |
|
|
2019
Q1 | $2.56M | Sell |
32,548
-17,958
| -36% | -$1.43M | ﹤0.01% | 2783 |
|
|
2018
Q4 | $3.81M | Buy |
50,506
+8,333
| +20% | +$628K | ﹤0.01% | 2415 |
|
|
2018
Q3 | $3.19M | Buy |
42,173
+8,099
| +24% | +$618K | ﹤0.01% | 2765 |
|
|
2018
Q2 | $2.51M | Sell |
34,074
-35,930
| -51% | -$2.54M | ﹤0.01% | 2961 |
|
|
2018
Q1 | $4.71M | Buy |
70,004
+714
| +1% | +$48.8K | ﹤0.01% | 2371 |
|
|
2017
Q4 | $5.22M | Buy |
69,290
+19,013
| +38% | +$1.48M | ﹤0.01% | 2316 |
|
|
2017
Q3 | $3.89M | Buy |
50,277
+9,047
| +22% | +$708K | ﹤0.01% | 2471 |
|
|
2017
Q2 | $3.27M | Sell |
41,230
-2,171
| -5% | -$164K | ﹤0.01% | 2530 |
|
|
2017
Q1 | $3.15M | Buy |
43,401
+15,918
| +58% | +$1.17M | ﹤0.01% | 2506 |
|
|
2016
Q4 | $2.04M | Buy |
27,483
+4,779
| +21% | +$351K | ﹤0.01% | 2893 |
|
|
2016
Q3 | $1.78M | Sell |
22,704
-12,475
| -35% | -$981K | ﹤0.01% | 2947 |
|
|
2016
Q2 | $2.64M | Sell |
35,179
-3,605
| -9% | -$250K | ﹤0.01% | 2534 |
|
|
2016
Q1 | $2.58M | Sell |
38,784
-2,884
| -7% | -$178K | ﹤0.01% | 2445 |
|
|
2015
Q4 | $2.54M | Buy |
41,668
+67
| +0.2% | +$4K | ﹤0.01% | 2582 |
|
|
2015
Q3 | $2.39M | Sell |
41,601
-181
| -0.4% | -$10.9K | ﹤0.01% | 2571 |
|
|
2015
Q2 | $2.6M | Buy |
41,782
+2,316
| +6% | +$155K | ﹤0.01% | 2722 |
|
|
2015
Q1 | $2.8M | Buy |
39,466
+25
| +0.1% | +$1.8K | ﹤0.01% | 2612 |
|
|
2014
Q4 | $2.76M | Buy |
+39,441
| New | +$2.56M | ﹤0.01% | 2599 |
|
Other funds holding NHI
NAMI
UBS Group's NHI Position: Q2 2026 in Review
UBS Group increased its National Health Investors (NHI) stake by 210% in Q2 2026, buying an estimated $20.6M and bringing the position to 396,229 shares worth $30.2M. The position accounts for ﹤0.01% of the portfolio, ranked #2256.
UBS Group first reported a position in NHI in Q4 2014 and has held it in 47 quarters since. 297 funds tracked by Wall St. Rank hold NHI as of Q2 2026.
- UBS Group held 396,229 shares of National Health Investors worth $30.2M as of Q2 2026.
- UBS Group bought 268,595 National Health Investors shares in Q2 2026, an estimated $20.6M.
- National Health Investors made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #2256 holding.
- UBS Group first reported a position in National Health Investors in Q4 2014 and has held it in 47 quarters since.
- 297 funds tracked by Wall St. Rank held National Health Investors as of Q2 2026.
Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.