Atlas Financial Advisors’s National Health Investors NHI Stock Holding History

Atlas Financial 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 Q3	–	Sell	-3,294	Closed	-$223K	–	39
2024 Q2	$223K	Sell	3,294 -531	-14%	-$34.1K	0.37%	31
2024 Q1	$240K	Buy	+3,825	New	+$216K	0.37%	31
2023 Q4	–	Sell	-6,926	Closed	-$356K	–	37
2023 Q3	$356K	Buy	+6,926	New	+$362K	0.28%	30
2022 Q3	–	Sell	-4,626	Closed	-$280K	–	19
2022 Q2	$280K	Buy	4,626 +287	+7%	+$16.3K	0.32%	17
2022 Q1	$256K	Buy	+4,339	New	+$247K	0.26%	22

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

LIMS

Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return

Atlas Financial Advisors's NHI Position: Q3 2024 in Review

Atlas Financial Advisors sold out of National Health Investors (NHI) in Q3 2024, closing a stake of 3,294 shares — an estimated $223K sold.

Atlas Financial Advisors first reported a position in NHI in Q1 2022 and held it in 5 quarters. The position peaked at $356K in Q3 2023. 283 funds tracked by Wall St. Rank hold NHI as of Q3 2024.

Atlas Financial Advisors reported no remaining National Health Investors position as of Q3 2024 after selling out during the quarter.
Atlas Financial Advisors sold 3,294 National Health Investors shares in Q3 2024, an estimated $223K.
Atlas Financial Advisors first reported a position in National Health Investors in Q1 2022 and held it in 5 quarters.
Atlas Financial Advisors's National Health Investors position peaked at $356K in Q3 2023.
283 funds tracked by Wall St. Rank held National Health Investors as of Q3 2024.

Based on Atlas Financial Advisors's 13F filing for Q3 2024, filed 28 Oct 2024.