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

Baystate 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
2023
Q4 		$39.1K Buy
+700
New +$37.1K ﹤0.01% 420
2013
Q3 		– Sell
-2,385
Closed -$143K – 162
2013
Q2 		$143K Buy
+2,385
New +$154K 0.07% 46

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Baystate Wealth Management's NHI Position: Q4 2023 in Review

Baystate Wealth Management opened a new position in National Health Investors (NHI) in Q4 2023: 700 shares worth $39.1K. The stake represents ﹤0.01% of the portfolio and ranks #420 among its holdings. This is a return to the name: Baystate Wealth Management previously reported a position in NHI as recently as Q2 2013.

Baystate Wealth Management first reported a position in NHI in Q2 2013 and has held it in 2 quarters since. The position peaked at $143K in Q2 2013. 211 funds tracked by Wall St. Rank hold NHI as of Q4 2023.

  • Baystate Wealth Management held 700 shares of National Health Investors worth $39.1K as of Q4 2023.
  • National Health Investors was a new Baystate Wealth Management position in Q4 2023.
  • National Health Investors made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #420 holding.
  • Baystate Wealth Management first reported a position in National Health Investors in Q2 2013 and has held it in 2 quarters since.
  • Baystate Wealth Management's National Health Investors position peaked at $143K in Q2 2013.
  • 211 funds tracked by Wall St. Rank held National Health Investors as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.