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AlphaMark Advisors’s National Health Investors NHI Stock Holding History

AlphaMark Advisors’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
2024
Q4 		– Sell
-4,307
Closed -$362K – 695
2024
Q3 		$362K Buy
+4,307
New +$332K 0.12% 111
2023
Q4 		– Sell
-4,841
Closed -$249K – 759
2023
Q3 		$249K Buy
+4,841
New +$253K 0.11% 142

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

AlphaMark Advisors's NHI Position: Q4 2024 in Review

AlphaMark Advisors sold out of National Health Investors (NHI) in Q4 2024, closing a stake of 4,307 shares — an estimated $362K sold.

AlphaMark Advisors first reported a position in NHI in Q3 2023 and held it in 2 quarters. The position peaked at $362K in Q3 2024. 277 funds tracked by Wall St. Rank hold NHI as of Q4 2024.

  • AlphaMark Advisors reported no remaining National Health Investors position as of Q4 2024 after selling out during the quarter.
  • AlphaMark Advisors sold 4,307 National Health Investors shares in Q4 2024, an estimated $362K.
  • AlphaMark Advisors first reported a position in National Health Investors in Q3 2023 and held it in 2 quarters.
  • AlphaMark Advisors's National Health Investors position peaked at $362K in Q3 2024.
  • 277 funds tracked by Wall St. Rank held National Health Investors as of Q4 2024.

Based on AlphaMark Advisors's 13F filing for Q4 2024, filed 21 Jan 2025.