Avantax Advisory Services’s National Health Investors NHI Stock Holding History

Avantax Advisory Services’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	$432K	Buy	6,164 +1,116	+22%	+$81.7K	﹤0.01%	1673
2025 Q1	$373K	Sell	5,048 -310	-6%	-$21.9K	﹤0.01%	1691
2024 Q4	$371K	Sell	5,358 -65	-1%	-$4.94K	﹤0.01%	1640
2024 Q3	$456K	Sell	5,423 -115	-2%	-$8.86K	﹤0.01%	1476
2024 Q2	$375K	Buy	+5,538	New	+$355K	﹤0.01%	1553
2020 Q4	–	Sell	-3,352	Closed	-$202K	–	1206
2020 Q3	$202K	Buy	+3,352	New	+$207K	﹤0.01%	1223
2020 Q2	–	Sell	-5,965	Closed	-$295K	–	879
2020 Q1	$295K	Buy	5,965 +684	+13%	+$51.9K	0.01%	580
2019 Q4	$432K	Buy	+5,281	New	+$432K	0.01%	520
2019 Q1	–	Sell	-4,464	Closed	-$343K	–	494
2018 Q4	$343K	Buy	+4,464	New	+$336K	0.06%	278

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T 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

Avantax Advisory Services's NHI Position: Q2 2025 in Review

Avantax Advisory Services increased its National Health Investors (NHI) stake by 22% in Q2 2025, buying an estimated $81.7K and bringing the position to 6,164 shares worth $432K. The position accounts for ﹤0.01% of the portfolio, ranked #1673.

Avantax Advisory Services first reported a position in NHI in Q4 2018 and has held it in 9 quarters since. The position peaked at $456K in Q3 2024. 276 funds tracked by Wall St. Rank hold NHI as of Q2 2025.

Avantax Advisory Services held 6,164 shares of National Health Investors worth $432K as of Q2 2025.
Avantax Advisory Services bought 1,116 National Health Investors shares in Q2 2025, an estimated $81.7K.
National Health Investors made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1673 holding.
Avantax Advisory Services first reported a position in National Health Investors in Q4 2018 and has held it in 9 quarters since.
Avantax Advisory Services's National Health Investors position peaked at $456K in Q3 2024.
276 funds tracked by Wall St. Rank held National Health Investors as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.