Winton Group’s National Health Investors NHI Stock Holding History

Winton Group’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	$549K	Buy	+7,200	New	+$551K	0.02%	675
2021 Q4	–	Sell	-9,857	Closed	-$527K	–	1272
2021 Q3	$527K	Sell	9,857 -471	-5%	-$29.4K	0.03%	831
2021 Q2	$692K	Buy	10,328 +2,410	+30%	+$168K	0.04%	734
2021 Q1	$572K	Buy	+7,918	New	+$553K	0.03%	803
2020 Q3	–	Sell	-41,296	Closed	-$2.51M	–	1566
2020 Q2	$2.51M	Sell	41,296 -14,453	-26%	-$794K	0.06%	536
2020 Q1	$2.76M	Sell	55,749 -36,016	-39%	-$2.73M	0.07%	462
2019 Q4	$7.48M	Buy	91,765 +33,426	+57%	+$2.74M	0.1%	332
2019 Q3	$4.81M	Buy	58,339 +46,950	+412%	+$3.82M	0.06%	342
2019 Q2	$889K	Buy	11,389 +2,570	+29%	+$200K	0.02%	447
2019 Q1	$693K	Buy	8,819 +4,312	+96%	+$343K	0.01%	460
2018 Q4	$340K	Sell	4,507 -344	-7%	-$25.9K	0.01%	618
2018 Q3	$367K	Buy	4,851 +247	+5%	+$18.9K	0.01%	734
2018 Q2	$339K	Sell	4,604 -6,026	-57%	-$426K	0.01%	780
2018 Q1	$715K	Buy	+10,630	New	+$726K	0.02%	634

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 $3.38T AUM 44.17% 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

Winton Group's NHI Position: Q2 2026 in Review

Winton Group opened a new position in National Health Investors (NHI) in Q2 2026: 7,200 shares worth $549K. The stake represents 0.02% of the portfolio and ranks #675 among its holdings. This is a return to the name: Winton Group previously reported a position in NHI as recently as Q3 2021.

Winton Group first reported a position in NHI in Q1 2018 and has held it in 14 quarters since. The position peaked at $7.48M in Q4 2019. 304 funds tracked by Wall St. Rank hold NHI as of Q2 2026.

Winton Group held 7,200 shares of National Health Investors worth $549K as of Q2 2026.
National Health Investors was a new Winton Group position in Q2 2026.
National Health Investors made up 0.02% of Winton Group's portfolio in Q2 2026, its #675 holding.
Winton Group first reported a position in National Health Investors in Q1 2018 and has held it in 14 quarters since.
Winton Group's National Health Investors position peaked at $7.48M in Q4 2019.
304 funds tracked by Wall St. Rank held National Health Investors as of Q2 2026.

Based on Winton Group's 13F filing for Q2 2026, filed 7 Aug 2026.