Altus Wealth Group’s National Health Investors NHI Stock Holding History

Altus Wealth Group’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
2021 Q1	–	Sell	-250	Closed	-$17K	–	563
2020 Q4	$17K	Buy	+250	New	+$15.9K	0.02%	406

Other funds holding NHI

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Altus Wealth Group's NHI Position: Q1 2021 in Review

Altus Wealth Group sold out of National Health Investors (NHI) in Q1 2021, closing a stake of 250 shares — an estimated $17K sold.

Altus Wealth Group first reported a position in NHI in Q4 2020 and held it in 1 quarter. The position peaked at $17K in Q4 2020. 248 funds tracked by Wall St. Rank hold NHI as of Q1 2021.

Altus Wealth Group reported no remaining National Health Investors position as of Q1 2021 after selling out during the quarter.
Altus Wealth Group sold 250 National Health Investors shares in Q1 2021, an estimated $17K.
Altus Wealth Group first reported a position in National Health Investors in Q4 2020 and held it in 1 quarter.
Altus Wealth Group's National Health Investors position peaked at $17K in Q4 2020.
248 funds tracked by Wall St. Rank held National Health Investors as of Q1 2021.

Based on Altus Wealth Group's 13F filing for Q1 2021, filed 14 May 2021.