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Arcadia Investment Management’s National Health Investors NHI Stock Holding History

Arcadia Investment 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
2024
Q1 		– Sell
-1
Closed -$29 – 329
2023
Q4 		$29 Hold
1
– – ﹤0.01% 315
2023
Q3 		$27 Sell
1
-56
-98% -$2.93K ﹤0.01% 324
2023
Q2 		$2.96K Hold
57
– – ﹤0.01% 324
2023
Q1 		$2.92K Buy
+57
New +$3.11K ﹤0.01% 332

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Arcadia Investment Management's NHI Position: Q1 2024 in Review

Arcadia Investment Management sold out of National Health Investors (NHI) in Q1 2024, closing a stake of 1 share — an estimated $29 sold.

Arcadia Investment Management first reported a position in NHI in Q1 2023 and held it in 4 quarters. The position peaked at $2.96K in Q2 2023. 221 funds tracked by Wall St. Rank hold NHI as of Q1 2024.

  • Arcadia Investment Management reported no remaining National Health Investors position as of Q1 2024 after selling out during the quarter.
  • Arcadia Investment Management sold 1 National Health Investors share in Q1 2024, an estimated $29.
  • Arcadia Investment Management first reported a position in National Health Investors in Q1 2023 and held it in 4 quarters.
  • Arcadia Investment Management's National Health Investors position peaked at $2.96K in Q2 2023.
  • 221 funds tracked by Wall St. Rank held National Health Investors as of Q1 2024.

Based on Arcadia Investment Management's 13F filing for Q1 2024, filed 23 Apr 2024.