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Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

NHI holding history

National Health Investors Inc in every 13F filed by Creative Planning, 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)
11,389
Value
$868.5K
% of portfolio
<0.1%
Quarters held
8
Since Q1 2021
Holdings of NHI by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202611,389$868.5K<0.1%−3,289−22.4%ReducedHolders
Q1 202614,678$1.19M<0.1%+2,677+22.3%AddedHolders
Q4 202512,001$916.5K<0.1%+373+3.2%AddedHolders
Q3 202511,628$924.4K<0.1%+3,411+41.5%AddedHolders
Q2 20258,217$576.2K<0.1%+177+2.2%AddedHolders
Q1 20258,040$593.8K<0.1%+8,040NewHolders
Q2 20230$00.0%−2−100.0%Sold outHolders
Q1 20232$104<0.1%+2NewHolders
Q2 20210$00.0%−3,349−100.0%Sold outHolders
Q1 20213,349$242.0K<0.1%––Holders

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