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Advisor Group’s National Health Investors NHI Stock Holding History

Advisor Group’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
2019
Q4 		$597K Buy
7,326
+110
+2% +$9.01K ﹤0.01% 1541
2019
Q3 		$596K Buy
7,216
+169
+2% +$13.8K ﹤0.01% 1488
2019
Q2 		$549K Buy
7,047
+563
+9% +$43.8K ﹤0.01% 1548
2019
Q1 		$510K Buy
6,484
+694
+12% +$55.2K ﹤0.01% 1576
2018
Q4 		$437K Buy
5,790
+355
+7% +$26.7K ﹤0.01% 1504
2018
Q3 		$411K Buy
5,435
+422
+8% +$32.2K ﹤0.01% 1613
2018
Q2 		$369K Buy
5,013
+541
+12% +$38.2K 0.01% 1534
2018
Q1 		$302K Sell
4,472
-219
-5% -$15K ﹤0.01% 1689
2017
Q4 		$353K Buy
4,691
+572
+14% +$44.4K ﹤0.01% 1577
2017
Q3 		$318K Buy
4,119
+243
+6% +$19K 0.01% 1500
2017
Q2 		$307K Buy
3,876
+273
+8% +$20.6K 0.01% 1468
2017
Q1 		$261K Buy
3,603
+888
+33% +$65.1K 0.01% 1469
2016
Q4 		$201K Sell
2,715
-33
-1% -$2.42K ﹤0.01% 1543
2016
Q3 		$217K Buy
2,748
+236
+9% +$18.6K 0.01% 1467
2016
Q2 		$187K Buy
+2,512
New +$174K ﹤0.01% 1508

Other funds holding NHI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Advisor Group's NHI Position: Q4 2019 in Review

Advisor Group increased its National Health Investors (NHI) stake by 1.5% in Q4 2019, buying an estimated $9.01K and bringing the position to 7,326 shares worth $597K. The position accounts for ﹤0.01% of the portfolio, ranked #1541.

Advisor Group first reported a position in NHI in Q2 2016 and has held it in 15 quarters since. 272 funds tracked by Wall St. Rank hold NHI as of Q4 2019.

  • Advisor Group held 7,326 shares of National Health Investors worth $597K as of Q4 2019.
  • Advisor Group bought 110 National Health Investors shares in Q4 2019, an estimated $9.01K.
  • National Health Investors made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #1541 holding.
  • Advisor Group first reported a position in National Health Investors in Q2 2016 and has held it in 15 quarters since.
  • 272 funds tracked by Wall St. Rank held National Health Investors as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.