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C.M. Bidwell & Associates’s National Health Investors NHI Stock Holding History

C.M. Bidwell & Associates’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
2026
Q1 		$57.5K Sell
711
-228
-24% -$19K 0.03% 215
2025
Q4 		$71.7K Buy
939
+15
+2% +$1.15K 0.03% 213
2025
Q3 		$73.5K Sell
924
-2
-0.2% -$150 0.04% 204
2025
Q2 		$64.9K Hold
926
– – 0.03% 207
2025
Q1 		$68.4K Buy
+926
New +$65.3K 0.04% 190
2015
Q1 		– Sell
-2,455
Closed -$172K – 251
2014
Q4 		$172K Buy
+2,455
New +$159K 0.04% 164
2014
Q3 		– Sell
-2,810
Closed -$176K – 271
2014
Q2 		$176K Buy
+2,810
New +$173K 0.04% 156
2013
Q4 		– Sell
-1,030
Closed -$59K – 241
2013
Q3 		$59K Sell
1,030
-2,100
-67% -$125K 0.02% 211
2013
Q2 		$187K Buy
+3,130
New +$203K 0.06% 143

Other funds holding NHI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM