ALPS Advisors’s National Health Investors NHI Stock Holding History

ALPS 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
2022 Q4	–	Sell	-7,886	Closed	-$446K	–	1070
2022 Q3	$446K	Sell	7,886 -730	-8%	-$46K	﹤0.01%	629
2022 Q2	$522K	Sell	8,616 -9,802	-53%	-$558K	0.01%	582
2022 Q1	$1.09M	Sell	18,418 -2,834	-13%	-$161K	0.01%	303
2021 Q4	$1.22M	Sell	21,252 -75	-0.4%	-$4.15K	0.01%	334
2021 Q3	$1.14M	Buy	21,327 +502	+2%	+$31.4K	0.01%	377
2021 Q2	$1.4M	Buy	20,825 +1,878	+10%	+$131K	0.01%	368
2021 Q1	$1.37M	Sell	18,947 -1,483	-7%	-$103K	0.01%	364
2020 Q4	$1.41M	Buy	20,430 +12,360	+153%	+$786K	0.02%	355
2020 Q3	$486K	Sell	8,070 -3,988	-33%	-$246K	0.01%	453
2020 Q2	$732K	Sell	12,058 -1,894	-14%	-$104K	0.01%	378
2020 Q1	$691K	Sell	13,952 -620	-4%	-$47.1K	0.01%	372
2019 Q4	$1.19M	Buy	+14,572	New	+$1.19M	0.01%	300

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

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

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

ALPS Advisors's NHI Position: Q4 2022 in Review

ALPS Advisors sold out of National Health Investors (NHI) in Q4 2022, closing a stake of 7,886 shares — an estimated $446K sold.

ALPS Advisors first reported a position in NHI in Q4 2019 and held it in 12 quarters. The position peaked at $1.41M in Q4 2020. 233 funds tracked by Wall St. Rank hold NHI as of Q4 2022.

ALPS Advisors reported no remaining National Health Investors position as of Q4 2022 after selling out during the quarter.
ALPS Advisors sold 7,886 National Health Investors shares in Q4 2022, an estimated $446K.
ALPS Advisors first reported a position in National Health Investors in Q4 2019 and held it in 12 quarters.
ALPS Advisors's National Health Investors position peaked at $1.41M in Q4 2020.
233 funds tracked by Wall St. Rank held National Health Investors as of Q4 2022.

Based on ALPS Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.