Universal-Beteiligungs- und Servicegesellschaft
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Universal-Beteiligungs- und Servicegesellschaft’s National Health Investors NHI Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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 		$501K Sell
6,568
-43,634
-87% -$3.34M ﹤0.01% 1780
2026
Q1 		$4.06M Buy
50,202
+39,111
+353% +$3.26M 0.01% 962
2025
Q4 		$847K Buy
11,091
+58
+0.5% +$4.45K ﹤0.01% 1546
2025
Q3 		$877K Buy
11,033
+1,155
+12% +$86.4K ﹤0.01% 1592
2025
Q2 		$693K Buy
9,878
+1,152
+13% +$84.4K ﹤0.01% 1595
2025
Q1 		$645K Buy
+8,726
New +$615K ﹤0.01% 1582

Other funds holding NHI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft's NHI Position: Q2 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft reduced its National Health Investors (NHI) stake by 87% in Q2 2026, selling an estimated $3.34M and leaving 6,568 shares worth $501K. The position accounts for ﹤0.01% of the portfolio, ranked #1780.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in NHI in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.06M in Q1 2026. 187 funds tracked by Wall St. Rank hold NHI as of Q2 2026.

  • Universal-Beteiligungs- und Servicegesellschaft held 6,568 shares of National Health Investors worth $501K as of Q2 2026.
  • Universal-Beteiligungs- und Servicegesellschaft sold 43,634 National Health Investors shares in Q2 2026, an estimated $3.34M.
  • National Health Investors made up ﹤0.01% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q2 2026, its #1780 holding.
  • Universal-Beteiligungs- und Servicegesellschaft first reported a position in National Health Investors in Q1 2025 and has held it in 6 quarters since.
  • Universal-Beteiligungs- und Servicegesellschaft's National Health Investors position peaked at $4.06M in Q1 2026.
  • 187 funds tracked by Wall St. Rank held National Health Investors as of Q2 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q2 2026, filed 6 Aug 2026.