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

Nepsis Inc Minneapolis, Minnesota $295M AUM 35.44% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Pensionfund DSM Netherlands Sittard, Netherlands $194M AUM 19.57% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Pensionfund Sabic Sittard, Netherlands $93.5M AUM 26.49% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

Shayne & Jacobs LLC Nashville, Tennessee $337M AUM 19.04% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return