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WT
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
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
$5.7T AUM
30.48%
1-Year Est. Return
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Principal Financial Group
Des Moines, Iowa
$187B AUM
18.48%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Prudential Financial
Newark, New Jersey
$81.2B AUM
27.81%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
NAMI
Nomura Asset Management International
Philadelphia, Pennsylvania
$58.4B AUM
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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