Berman Capital Advisors’s National Health Investors NHI Stock Holding History

Berman Capital Advisors’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
2021 Q3	$1K	Sell	22 -86	-80%	-$5.37K	﹤0.01%	1919
2021 Q2	$7K	Buy	108 +1	+0.9%	+$70	﹤0.01%	1245
2021 Q1	$7K	Hold	107	–	–	﹤0.01%	1164
2020 Q4	$7K	Buy	107 +4	+4%	+$254	﹤0.01%	1051
2020 Q3	$6K	Buy	103 +68	+194%	+$4.2K	﹤0.01%	974
2020 Q2	$2K	Buy	+35	New	+$1.92K	﹤0.01%	1296
2020 Q1	–	Sell	-145	Closed	-$11K	–	1599
2019 Q4	$11K	Hold	145	–	–	﹤0.01%	709
2019 Q3	$11K	Hold	145	–	–	﹤0.01%	687
2019 Q2	$11K	Hold	145	–	–	﹤0.01%	697
2019 Q1	$11K	Hold	145	–	–	﹤0.01%	628
2018 Q4	$10K	Buy	+145	New	+$10.9K	﹤0.01%	510

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Berman Capital Advisors's NHI Position: Q3 2021 in Review

Berman Capital Advisors reduced its National Health Investors (NHI) stake by 80% in Q3 2021, selling an estimated $5.37K and leaving 22 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1919.

Berman Capital Advisors first reported a position in NHI in Q4 2018 and has held it in 11 quarters since. The position peaked at $11K in Q4 2019. 239 funds tracked by Wall St. Rank hold NHI as of Q3 2021.

Berman Capital Advisors held 22 shares of National Health Investors worth $1K as of Q3 2021.
Berman Capital Advisors sold 86 National Health Investors shares in Q3 2021, an estimated $5.37K.
National Health Investors made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1919 holding.
Berman Capital Advisors first reported a position in National Health Investors in Q4 2018 and has held it in 11 quarters since.
Berman Capital Advisors's National Health Investors position peaked at $11K in Q4 2019.
239 funds tracked by Wall St. Rank held National Health Investors as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.