AI
NHI icon

AXS Investments’s National Health Investors NHI Stock Holding History

AXS Investments’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
2022
Q3 		– Sell
-16,100
Closed -$976K – 214
2022
Q2 		$976K Buy
+16,100
New +$917K 0.35% 99

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 $3.38T AUM 44.17% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

AXS Investments's NHI Position: Q3 2022 in Review

AXS Investments sold out of National Health Investors (NHI) in Q3 2022, closing a stake of 16,100 shares — an estimated $976K sold.

AXS Investments first reported a position in NHI in Q2 2022 and held it in 1 quarter. The position peaked at $976K in Q2 2022. 242 funds tracked by Wall St. Rank hold NHI as of Q3 2022.

  • AXS Investments reported no remaining National Health Investors position as of Q3 2022 after selling out during the quarter.
  • AXS Investments sold 16,100 National Health Investors shares in Q3 2022, an estimated $976K.
  • AXS Investments first reported a position in National Health Investors in Q2 2022 and held it in 1 quarter.
  • AXS Investments's National Health Investors position peaked at $976K in Q2 2022.
  • 242 funds tracked by Wall St. Rank held National Health Investors as of Q3 2022.

Based on AXS Investments's 13F filing for Q3 2022, filed 7 Nov 2022.