Advisornet Financial’s National Health Investors NHI Stock Holding History

Advisornet Financial’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
2025 Q2	–	Sell	-18	Closed	-$1.33K	–	2335
2025 Q1	$1.33K	Buy	+18	New	+$1.27K	﹤0.01%	1850
2023 Q1	–	Sell	-2,000	Closed	-$104K	–	2464
2022 Q4	$104K	Hold	2,000	–	–	0.01%	615
2022 Q3	$113K	Hold	2,000	–	–	0.01%	625
2022 Q2	$121K	Sell	2,000 -48	-2%	-$2.73K	0.01%	620
2022 Q1	$121K	Hold	2,048	–	–	0.01%	684
2021 Q4	$118K	Sell	2,048 -700	-25%	-$38.7K	0.01%	742
2021 Q3	$147K	Hold	2,748	–	–	0.01%	672
2021 Q2	$184K	Hold	2,748	–	–	0.01%	611
2021 Q1	$199K	Hold	2,748	–	–	0.01%	565
2020 Q4	$190K	Hold	2,748	–	–	0.02%	519
2020 Q3	$166K	Hold	2,748	–	–	0.01%	531
2020 Q2	$167K	Hold	2,748	–	–	0.01%	537
2020 Q1	$136K	Hold	2,748	–	–	0.01%	546
2019 Q4	$224K	Hold	2,748	–	–	0.02%	477
2019 Q3	$226K	Buy	2,748 +2,000	+267%	+$163K	0.02%	478
2019 Q2	$58K	Hold	748	–	–	0.01%	767
2019 Q1	$59K	Hold	748	–	–	0.01%	687
2018 Q4	$57K	Buy	748 +48	+7%	+$3.62K	0.01%	654
2018 Q3	$53K	Hold	700	–	–	0.01%	704
2018 Q2	$52K	Hold	700	–	–	0.01%	686
2018 Q1	$47K	Hold	700	–	–	0.01%	709
2017 Q4	$53K	Buy	+700	New	+$54.3K	0.01%	636

Other funds holding NHI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Advisornet Financial's NHI Position: Q2 2025 in Review

Advisornet Financial sold out of National Health Investors (NHI) in Q2 2025, closing a stake of 18 shares — an estimated $1.33K sold.

Advisornet Financial first reported a position in NHI in Q4 2017 and held it in 22 quarters. The position peaked at $226K in Q3 2019. 276 funds tracked by Wall St. Rank hold NHI as of Q2 2025.

Advisornet Financial reported no remaining National Health Investors position as of Q2 2025 after selling out during the quarter.
Advisornet Financial sold 18 National Health Investors shares in Q2 2025, an estimated $1.33K.
Advisornet Financial first reported a position in National Health Investors in Q4 2017 and held it in 22 quarters.
Advisornet Financial's National Health Investors position peaked at $226K in Q3 2019.
276 funds tracked by Wall St. Rank held National Health Investors as of Q2 2025.

Based on Advisornet Financial's 13F filing for Q2 2025, filed 14 Jul 2025.