Xponance’s National Health Investors NHI Stock Holding History

Xponance’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	$371K	Buy	4,869 +423	+10%	+$32.4K	﹤0.01%	1279
2026 Q1	$360K	Buy	4,446 +723	+19%	+$60.2K	﹤0.01%	1175
2025 Q4	$284K	Buy	3,723 +89	+2%	+$6.83K	﹤0.01%	1210
2025 Q3	$289K	Sell	3,634 -10	-0.3%	-$748	﹤0.01%	1182
2025 Q2	$256K	Buy	3,644 +310	+9%	+$22.7K	﹤0.01%	1211
2025 Q1	$246K	Buy	3,334 +337	+11%	+$23.8K	﹤0.01%	1182
2024 Q4	$208K	Buy	2,997 +259	+9%	+$19.7K	﹤0.01%	1281
2024 Q3	$230K	Buy	+2,738	New	+$211K	﹤0.01%	1182
2020 Q2	–	Sell	-176	Closed	-$9K	–	1044
2020 Q1	$9K	Hold	176	–	–	0.01%	101
2019 Q4	$14.3K	Hold	176	–	–	0.01%	60
2019 Q3	$14K	Hold	176	–	–	0.01%	64
2019 Q2	$13K	Buy	+176	New	+$13.7K	﹤0.01%	58

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

Xponance's NHI Position: Q2 2026 in Review

Xponance increased its National Health Investors (NHI) stake by 9.5% in Q2 2026, buying an estimated $32.4K and bringing the position to 4,869 shares worth $371K. The position accounts for ﹤0.01% of the portfolio, ranked #1279.

Xponance first reported a position in NHI in Q2 2019 and has held it in 12 quarters since. 303 funds tracked by Wall St. Rank hold NHI as of Q2 2026.

Xponance held 4,869 shares of National Health Investors worth $371K as of Q2 2026.
Xponance bought 423 National Health Investors shares in Q2 2026, an estimated $32.4K.
National Health Investors made up ﹤0.01% of Xponance's portfolio in Q2 2026, its #1279 holding.
Xponance first reported a position in National Health Investors in Q2 2019 and has held it in 12 quarters since.
303 funds tracked by Wall St. Rank held National Health Investors as of Q2 2026.

Based on Xponance's 13F filing for Q2 2026, filed 10 Aug 2026.