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CapWealth Advisors, LLC

SEC CIK
0001531809
Latest filing
Jul 28, 2026

NHI holding history

National Health Investors Inc in every 13F filed by CapWealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

NHI overviewAll 13F holders of NHIFull Q2 2026 holdings

Shares (Q2 2026)
2,741
Value
$209.0K
% of portfolio
<0.1%
Quarters held
18
Since Q1 2021
Holdings of NHI by CapWealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,741$209.0K<0.1%00.0%UnchangedHolders
Q1 20262,741$221.6K<0.1%00.0%UnchangedHolders
Q4 20252,741$209.3K<0.1%00.0%UnchangedHolders
Q3 20252,741$217.9K<0.1%−916−25.0%ReducedHolders
Q2 20253,657$256.4K<0.1%+916+33.4%AddedHolders
Q1 20252,741$202.4K<0.1%−705−20.5%ReducedHolders
Q4 20243,446$238.8K<0.1%+458+15.3%AddedHolders
Q3 20242,988$251.2K<0.1%+2,988NewHolders
Q3 20230$00.0%−6,050−100.0%Sold outHolders
Q2 20236,050$317.1K<0.1%00.0%UnchangedHolders
Q1 20236,050$312.1K<0.1%00.0%UnchangedHolders
Q4 20226,050$315.9K<0.1%+1,475+32.2%AddedHolders
Q3 20224,575$259.0K<0.1%−572−11.1%ReducedHolders
Q2 20225,147$312.0K<0.1%00.0%UnchangedHolders
Q1 20225,147$304.0K<0.1%−145,895−96.6%ReducedHolders
Q4 2021151,042$8.68M0.9%+515+0.3%AddedHolders
Q3 2021150,527$8.05M0.9%−59,384−28.3%ReducedHolders
Q2 2021209,911$14.1M1.5%−56,802−21.3%ReducedHolders
Q1 2021266,713$19.3M2.2%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.