AWM
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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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return