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American Portfolios Advisors’s National Health Investors NHI Stock Holding History

American Portfolios 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
Q3 		$11.8K Buy
208
+1
+0.5% +$63 ﹤0.01% 2457
2022
Q2 		$12.6K Buy
207
+1
+0.5% +$57 ﹤0.01% 2461
2022
Q1 		$12.1K Buy
206
+2
+1% +$114 ﹤0.01% 2606
2021
Q4 		$11.7K Sell
204
-249
-55% -$13.8K ﹤0.01% 2562
2021
Q3 		$24.2K Sell
453
-399
-47% -$24.9K ﹤0.01% 2193
2021
Q2 		$57.1K Sell
852
-23
-3% -$1.6K ﹤0.01% 1672
2021
Q1 		$63.2K Buy
875
+26
+3% +$1.81K ﹤0.01% 1505
2020
Q4 		$58.8K Buy
849
+151
+22% +$9.6K ﹤0.01% 1356
2020
Q3 		$42.1K Buy
698
+1
+0.1% +$62 ﹤0.01% 1385
2020
Q2 		$42.3K Sell
697
-178
-20% -$9.78K ﹤0.01% 1344
2020
Q1 		$43.3K Sell
875
-300
-26% -$22.8K ﹤0.01% 1218
2019
Q4 		$95.7K Buy
1,175
+75
+7% +$6.14K 0.01% 1050
2019
Q3 		$90.6K Hold
1,100
– – 0.01% 1036
2019
Q2 		$85.8K Hold
1,100
– – 0.01% 1053
2019
Q1 		$86.4K Buy
1,100
+700
+175% +$55.6K 0.01% 954
2018
Q4 		$30.2K Hold
400
– – ﹤0.01% 1224
2018
Q3 		$30.2K Buy
+400
New +$30.5K ﹤0.01% 1330

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

American Portfolios Advisors's NHI Position: Q3 2022 in Review

American Portfolios Advisors increased its National Health Investors (NHI) stake by 0.48% in Q3 2022, buying an estimated $63 and bringing the position to 208 shares worth $11.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2457.

American Portfolios Advisors first reported a position in NHI in Q3 2018 and has held it in 17 quarters since. The position peaked at $95.7K in Q4 2019. 242 funds tracked by Wall St. Rank hold NHI as of Q3 2022.

  • American Portfolios Advisors held 208 shares of National Health Investors worth $11.8K as of Q3 2022.
  • American Portfolios Advisors bought 1 National Health Investors share in Q3 2022, an estimated $63.
  • National Health Investors made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #2457 holding.
  • American Portfolios Advisors first reported a position in National Health Investors in Q3 2018 and has held it in 17 quarters since.
  • American Portfolios Advisors's National Health Investors position peaked at $95.7K in Q4 2019.
  • 242 funds tracked by Wall St. Rank held National Health Investors as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.