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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
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
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Bank of America
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