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Weiss Asset Management’s National Health Investors NHI Stock Holding History

Weiss Asset Management’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 		– Sell
-11,952
Closed -$966K – 778
2026
Q1 		$966K Buy
+11,952
New +$995K 0.02% 335
2021
Q2 		– Sell
-3,906
Closed -$282K – 542
2021
Q1 		$282K Buy
+3,906
New +$273K 0.01% 437

Other funds holding NHI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

Weiss Asset Management's NHI Position: Q2 2026 in Review

Weiss Asset Management sold out of National Health Investors (NHI) in Q2 2026, closing a stake of 11,952 shares — an estimated $966K sold.

Weiss Asset Management first reported a position in NHI in Q1 2021 and held it in 2 quarters. The position peaked at $966K in Q1 2026. 297 funds tracked by Wall St. Rank hold NHI as of Q2 2026.

  • Weiss Asset Management reported no remaining National Health Investors position as of Q2 2026 after selling out during the quarter.
  • Weiss Asset Management sold 11,952 National Health Investors shares in Q2 2026, an estimated $966K.
  • Weiss Asset Management first reported a position in National Health Investors in Q1 2021 and held it in 2 quarters.
  • Weiss Asset Management's National Health Investors position peaked at $966K in Q1 2026.
  • 297 funds tracked by Wall St. Rank held National Health Investors as of Q2 2026.

Based on Weiss Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.