Avior Wealth Management’s National Health Investors NHI Stock Holding History

Avior Wealth 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
2025 Q1	–	Sell	-11	Closed	-$762	–	1771
2024 Q4	$762	Hold	11	–	–	﹤0.01%	2231
2024 Q3	$924	Hold	11	–	–	﹤0.01%	2081
2024 Q2	$745	Sell	11 -8	-42%	-$513	﹤0.01%	2067
2024 Q1	$1.19K	Buy	+19	New	+$1.07K	﹤0.01%	2367
2022 Q4	–	Sell	-7,359	Closed	-$416K	–	1317
2022 Q3	$416K	Sell	7,359 -223	-3%	-$14.1K	0.03%	312
2022 Q2	$459K	Hold	7,582	–	–	0.05%	268
2022 Q1	$447K	Buy	+7,582	New	+$432K	0.04%	319

Other funds holding NHI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Avior Wealth Management's NHI Position: Q1 2025 in Review

Avior Wealth Management sold out of National Health Investors (NHI) in Q1 2025, closing a stake of 11 shares — an estimated $762 sold.

Avior Wealth Management first reported a position in NHI in Q1 2022 and held it in 7 quarters. The position peaked at $459K in Q2 2022. 285 funds tracked by Wall St. Rank hold NHI as of Q1 2025.

Avior Wealth Management reported no remaining National Health Investors position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 11 National Health Investors shares in Q1 2025, an estimated $762.
Avior Wealth Management first reported a position in National Health Investors in Q1 2022 and held it in 7 quarters.
Avior Wealth Management's National Health Investors position peaked at $459K in Q2 2022.
285 funds tracked by Wall St. Rank held National Health Investors as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.