SEC 13F Intelligence

M Holdings Securities, Inc. / NHI

M Holdings Securities, Inc.’s National Health Invs Inc Position

Does M Holdings Securities, Inc. own National Health Invs Inc (NHI)? Yes — 531.2K shares worth $43M (+2.90% of its 13F portfolio) as of Q1 2026.

Position Value
$43M
Q1 2026
Shares
531.2K
% of Portfolio
+2.90%
Quarters Held
5
currently held

Position History NHI

Reported value by quarter
Q1 ’20: $9MQ1 ’20Q2 ’25: $37MQ2 ’25Q3 ’25: $41MQ3 ’25Q4 ’25: $41MQ4 ’25Q1 ’26: $43MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026531.2K$43M+2.90%
Q4 2025531.2K$41M+2.90%
Q3 2025516.8K$41M+8.68%
Q2 2025516.8K$37M+6.28%
Q1 2020188.0K$9M+1.38%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See M Holdings Securities, Inc.’s full portfolio or all institutional holders of NHI.