Wealth Enhancement Advisory Services’s National Health Investors NHI Stock Holding History

Wealth Enhancement Advisory Services’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	$296K	Buy	4,590 +439	+11%	+$32.2K	﹤0.01%	3359
2026 Q2	$313K	Sell	4,151 -184	-4%	-$14.1K	﹤0.01%	3163
2026 Q1	$360K	Sell	4,335 -348	-7%	-$29K	﹤0.01%	2606
2025 Q4	$358K	Buy	4,683 +400	+9%	+$30.7K	﹤0.01%	2765
2025 Q3	$324K	Buy	4,283 +274	+7%	+$20.5K	﹤0.01%	2721
2025 Q2	$284K	Buy	4,009 +398	+11%	+$29.2K	﹤0.01%	2689
2025 Q1	$267K	Buy	3,611 +357	+11%	+$25.2K	﹤0.01%	2538
2024 Q4	$226K	Buy	+3,254	New	+$247K	﹤0.01%	2612
2024 Q3	–	Sell	-3,094	Closed	-$210K	–	2882
2024 Q2	$210K	Buy	+3,094	New	+$198K	﹤0.01%	2266

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

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

FFA

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

Wealth Enhancement Advisory Services's NHI Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its National Health Investors (NHI) stake by 11% in Q3 2026, buying an estimated $32.2K and bringing the position to 4,590 shares worth $296K. The position accounts for ﹤0.01% of the portfolio, ranked #3359.

Wealth Enhancement Advisory Services first reported a position in NHI in Q2 2024 and has held it in 9 quarters since. The position peaked at $360K in Q1 2026. 16 funds tracked by Wall St. Rank hold NHI as of Q3 2026.

Wealth Enhancement Advisory Services held 4,590 shares of National Health Investors worth $296K as of Q3 2026.
Wealth Enhancement Advisory Services bought 439 National Health Investors shares in Q3 2026, an estimated $32.2K.
National Health Investors made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #3359 holding.
Wealth Enhancement Advisory Services first reported a position in National Health Investors in Q2 2024 and has held it in 9 quarters since.
Wealth Enhancement Advisory Services's National Health Investors position peaked at $360K in Q1 2026.
16 funds tracked by Wall St. Rank held National Health Investors as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.