AE Wealth Management
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AE Wealth Management’s National Health Investors NHI Stock Holding History

AE Wealth Management’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
2022
Q3 		– Sell
-4,795
Closed -$291K – 1831
2022
Q2 		$291K Sell
4,795
-1,168
-20% -$66.5K ﹤0.01% 1445
2022
Q1 		$352K Buy
+5,963
New +$339K ﹤0.01% 1360
2020
Q1 		– Sell
-4,152
Closed -$338K – 1231
2019
Q4 		$338K Buy
4,152
+910
+28% +$74.5K 0.01% 860
2019
Q3 		$267K Sell
3,242
-1,624
-33% -$132K 0.01% 826
2019
Q2 		$380K Buy
+4,866
New +$378K 0.01% 669

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

AE Wealth Management's NHI Position: Q3 2022 in Review

AE Wealth Management sold out of National Health Investors (NHI) in Q3 2022, closing a stake of 4,795 shares — an estimated $291K sold.

AE Wealth Management first reported a position in NHI in Q2 2019 and held it in 5 quarters. The position peaked at $380K in Q2 2019. 242 funds tracked by Wall St. Rank hold NHI as of Q3 2022.

  • AE Wealth Management reported no remaining National Health Investors position as of Q3 2022 after selling out during the quarter.
  • AE Wealth Management sold 4,795 National Health Investors shares in Q3 2022, an estimated $291K.
  • AE Wealth Management first reported a position in National Health Investors in Q2 2019 and held it in 5 quarters.
  • AE Wealth Management's National Health Investors position peaked at $380K in Q2 2019.
  • 242 funds tracked by Wall St. Rank held National Health Investors as of Q3 2022.

Based on AE Wealth Management's 13F filing for Q3 2022, filed 25 Oct 2022.