Whittier Trust’s National Health Investors NHI Stock Holding History

Whittier Trust’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	$4.79K	Hold	63	–	–	﹤0.01%	1217
2026 Q1	$5.23K	Hold	63	–	–	﹤0.01%	1198
2025 Q4	$4.81K	Hold	63	–	–	﹤0.01%	1230
2025 Q3	$4.95K	Hold	63	–	–	﹤0.01%	1228
2025 Q2	$4.42K	Hold	63	–	–	﹤0.01%	1356
2025 Q1	$4.65K	Hold	63	–	–	﹤0.01%	1329
2024 Q4	$4.37K	Hold	63	–	–	﹤0.01%	1382
2024 Q3	$5.29K	Hold	63	–	–	﹤0.01%	1366
2024 Q2	$4.27K	Hold	63	–	–	﹤0.01%	1356
2024 Q1	$3.96K	Hold	63	–	–	﹤0.01%	1378
2023 Q4	$3.52K	Hold	63	–	–	﹤0.01%	1360
2023 Q3	$3.23K	Hold	63	–	–	﹤0.01%	1426
2023 Q2	$3.3K	Hold	63	–	–	﹤0.01%	1413
2023 Q1	$3.25K	Hold	63	–	–	﹤0.01%	1446
2022 Q4	$3.29K	Hold	63	–	–	﹤0.01%	1439
2022 Q3	$4K	Hold	63	–	–	﹤0.01%	1489
2022 Q2	$4K	Hold	63	–	–	﹤0.01%	1480
2022 Q1	$4K	Hold	63	–	–	﹤0.01%	1482
2021 Q4	$4K	Buy	+63	New	+$3.49K	﹤0.01%	1441
2019 Q2	–	Sell	-7	Closed	-$1K	–	1429
2019 Q1	$1K	Buy	+7	New	+$556	﹤0.01%	1313
2017 Q2	–	Sell	-62	Closed	-$5K	–	1301
2017 Q1	$5K	Buy	+62	New	+$4.55K	﹤0.01%	1142

Other funds holding NHI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

Whittier Trust's NHI Position: Q2 2026 in Review

Whittier Trust held its National Health Investors (NHI) position steady in Q2 2026 at 63 shares worth $4.79K. The position accounts for ﹤0.01% of the portfolio, ranked #1217.

Whittier Trust first reported a position in NHI in Q1 2017 and has held it in 21 quarters since. The position peaked at $5.29K in Q3 2024. 303 funds tracked by Wall St. Rank hold NHI as of Q2 2026.

Whittier Trust held 63 shares of National Health Investors worth $4.79K as of Q2 2026.
Whittier Trust left its National Health Investors share count unchanged in Q2 2026.
National Health Investors made up ﹤0.01% of Whittier Trust's portfolio in Q2 2026, its #1217 holding.
Whittier Trust first reported a position in National Health Investors in Q1 2017 and has held it in 21 quarters since.
Whittier Trust's National Health Investors position peaked at $5.29K in Q3 2024.
303 funds tracked by Wall St. Rank held National Health Investors as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.