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Advantage Alpha Capital Partners’s National Health Investors NHI Stock Holding History

Advantage Alpha Capital Partners’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
2023
Q2 		– Sell
-17,632
Closed -$909K – 107
2023
Q1 		$909K Buy
+17,632
New +$962K 0.19% 97

Other funds holding NHI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Advantage Alpha Capital Partners's NHI Position: Q2 2023 in Review

Advantage Alpha Capital Partners sold out of National Health Investors (NHI) in Q2 2023, closing a stake of 17,632 shares — an estimated $909K sold.

Advantage Alpha Capital Partners first reported a position in NHI in Q1 2023 and held it in 1 quarter. The position peaked at $909K in Q1 2023. 211 funds tracked by Wall St. Rank hold NHI as of Q2 2023.

  • Advantage Alpha Capital Partners reported no remaining National Health Investors position as of Q2 2023 after selling out during the quarter.
  • Advantage Alpha Capital Partners sold 17,632 National Health Investors shares in Q2 2023, an estimated $909K.
  • Advantage Alpha Capital Partners first reported a position in National Health Investors in Q1 2023 and held it in 1 quarter.
  • Advantage Alpha Capital Partners's National Health Investors position peaked at $909K in Q1 2023.
  • 211 funds tracked by Wall St. Rank held National Health Investors as of Q2 2023.

Based on Advantage Alpha Capital Partners's 13F filing for Q2 2023, filed 14 Aug 2023.