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AWS
Atria Wealth Solutions’s
National Health Investors
NHI
Stock Holding History
Atria Wealth Solutions’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
2025
Q2
–
Sell
-4,019
Closed
-$297K
–
1748
2025
Q1
$297K
Buy
4,019
+37
+0.9%
+$2.61K
﹤0.01%
1472
2024
Q4
$276K
Sell
3,982
-1,447
-27%
-$110K
﹤0.01%
1613
2024
Q3
$456K
Sell
5,429
-3,179
-37%
-$245K
0.01%
1286
2024
Q2
$583K
Buy
8,608
+86
+1%
+$5.51K
0.01%
1163
2024
Q1
$535K
Buy
8,522
+322
+4%
+$18.2K
0.01%
1228
2023
Q4
$458K
Buy
8,200
+359
+5%
+$19K
0.01%
1260
2023
Q3
$403K
Buy
7,841
+261
+3%
+$13.7K
0.01%
1241
2023
Q2
$397K
Buy
7,580
+12
+0.2%
+$618
0.01%
1274
2023
Q1
$390K
Buy
7,568
+11
+0.1%
+$600
0.01%
1278
2022
Q4
$395K
Buy
7,557
+24
+0.3%
+$1.32K
0.01%
1205
2022
Q3
$426K
Buy
7,533
+4
+0.1%
+$252
0.01%
1118
2022
Q2
$456K
Buy
7,529
+130
+2%
+$7.4K
0.01%
1019
2022
Q1
$437K
Buy
+7,399
New
+$421K
0.01%
1144
Other funds holding NHI
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T 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
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Macquarie Group
Sydney, NSW 2000, Australia
$16.8B AUM
27.39%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
CIM
Centersquare Investment Management
Conshohocken, Pennsylvania
$9.67B AUM
5.55%
1-Year Est. Return
Charles Schwab
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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