Field & Main Bank NHI — NATIONAL HEALTH INVS INC

Ownership history in Field & Main Bank  ·  23 quarters on record

AI Ownership Summary

Field & Main Bank reported NATIONAL HEALTH INVS INC (NHI) in 23 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.03% in 2024 Q3. The latest visible filing shows NHI at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this NHI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Field & Main Bank's position in NATIONAL HEALTH INVS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

NHI was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

NHI stock page Field & Main Bank fund profile Field & Main Bank full holdings
How Field & Main Bank held NHI — position size vs. price
% of Fund (quarterly)    NHI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 1,000 — 0% 0.02% $81K 2026-04-10 $86.48
2025 Q4 UNCHANGED — — — 1,000 — 0% 0.02% $76K 2026-01-28 $77.46
2025 Q3 UNCHANGED — — — 1,000 — 0% 0.02% $80K 2025-11-03 $73.01
2025 Q2 UNCHANGED — — — 1,000 — 0% 0.02% $70K 2025-08-04 $69.92
2025 Q1 UNCHANGED — — — 1,000 — 0% 0.03% $74K 2025-04-23 $72.02
2024 Q4 UNCHANGED — — — 1,000 — 0% 0.02% $69K 2025-01-23 $64.97
2024 Q3 UNCHANGED — — — 1,000 — 0% 0.03% $84K 2024-11-01 $71.07
2024 Q2 UNCHANGED — — — 1,000 — 0% 0.03% $68K 2024-07-25 $67.99
2024 Q1 UNCHANGED — — — 1,000 — 0% 0.02% $63K 2024-04-29 $56.97
2023 Q4 UNCHANGED — — — 1,000 — 0% 0.02% $56K 2024-02-05 $46.63
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding NHI

As of 2026 Q1 — sorted by position size

Nepsis Inc. 3Y 7Y 1.12% Sound Income Strategies, LLC 3Y 7Y 1.02% Ausbil Investment Management Ltd 3Y 0.6% Belleair Asset Management, LLC 0.35% Pensionfund Sabic 3Y 7Y 0.34% Pensionfund PDN 3Y 7Y 0.33% LEE DANNER & BASS INC 3Y 7Y 0.26% TBH Global Asset Management, LLC 3Y 0.24% ALBERT D MASON INC 3Y 7Y 0.23% ROMAN BUTLER FULLERTON & CO 3Y 7Y 0.17%

FAQ About Field & Main Bank and NHI

These are the practical questions this page is built to answer before you even open the full history table.

How long has Field & Main Bank reported owning NHI?

Field & Main Bank reported NHI across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported NHI position in Field & Main Bank's portfolio?

The largest reported portfolio weight for NHI was 0.03% in 2024 Q3.

What is the latest reported NHI position on this page?

The most recent filing on this page is 2026 Q1, when Field & Main Bank reported 1,000 shares, equal to 0.02% of portfolio, with an estimated market value of $81K.

What does the chart on this NHI ownership page compare?

The chart compares Field & Main Bank's quarterly NHI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Field & Main Bank time their NHI position?

Based on 13F filing dates vs. subsequent NHI price moves, Field & Main Bank correctly timed 2 out of 7 reported position changes (29%). The annualised alpha on NHI relative to SPY over the holding period was +0.8%.

← Back to Field & Main Bank Holdings