Y-Intercept (HK)’s National Health Investors NHI Stock Holding History

Y-Intercept (HK)’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	$645K	Buy	8,457 +947	+13%	+$72.5K	0.01%	1233
2026 Q1	$607K	Sell	7,510 -23,202	-76%	-$1.93M	0.01%	1211
2025 Q4	$2.35M	Buy	+30,712	New	+$2.36M	0.05%	549
2025 Q3	–	Sell	-33,629	Closed	-$2.36M	–	1878
2025 Q2	$2.36M	Buy	+33,629	New	+$2.46M	0.06%	525
2023 Q1	–	Sell	-14,408	Closed	-$752K	–	1420
2022 Q4	$752K	Buy	+14,408	New	+$790K	0.11%	287
2021 Q4	–	Sell	-4,611	Closed	-$247K	–	781
2021 Q3	$247K	Buy	+4,611	New	+$288K	0.04%	529

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

Y-Intercept (HK)'s NHI Position: Q2 2026 in Review

Y-Intercept (HK) increased its National Health Investors (NHI) stake by 13% in Q2 2026, buying an estimated $72.5K and bringing the position to 8,457 shares worth $645K. The position accounts for 0.01% of the portfolio, ranked #1233.

Y-Intercept (HK) first reported a position in NHI in Q3 2021 and has held it in 6 quarters since. The position peaked at $2.36M in Q2 2025. 303 funds tracked by Wall St. Rank hold NHI as of Q2 2026.

Y-Intercept (HK) held 8,457 shares of National Health Investors worth $645K as of Q2 2026.
Y-Intercept (HK) bought 947 National Health Investors shares in Q2 2026, an estimated $72.5K.
National Health Investors made up 0.01% of Y-Intercept (HK)'s portfolio in Q2 2026, its #1233 holding.
Y-Intercept (HK) first reported a position in National Health Investors in Q3 2021 and has held it in 6 quarters since.
Y-Intercept (HK)'s National Health Investors position peaked at $2.36M in Q2 2025.
303 funds tracked by Wall St. Rank held National Health Investors as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.