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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Atria Wealth Solutions's NHI Position: Q2 2025 in Review

Atria Wealth Solutions sold out of National Health Investors (NHI) in Q2 2025, closing a stake of 4,019 shares — an estimated $297K sold.

Atria Wealth Solutions first reported a position in NHI in Q1 2022 and held it in 13 quarters. The position peaked at $583K in Q2 2024. 276 funds tracked by Wall St. Rank hold NHI as of Q2 2025.

  • Atria Wealth Solutions reported no remaining National Health Investors position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 4,019 National Health Investors shares in Q2 2025, an estimated $297K.
  • Atria Wealth Solutions first reported a position in National Health Investors in Q1 2022 and held it in 13 quarters.
  • Atria Wealth Solutions's National Health Investors position peaked at $583K in Q2 2024.
  • 276 funds tracked by Wall St. Rank held National Health Investors as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.