Cadence Bank’s National Health Investors NHI Stock Holding History

Cadence Bank’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
2024 Q4	–	Sell	-2,500	Closed	-$210K	–	337
2024 Q3	$210K	Buy	+2,500	New	+$193K	0.01%	320

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

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

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

Cadence Bank's NHI Position: Q4 2024 in Review

Cadence Bank sold out of National Health Investors (NHI) in Q4 2024, closing a stake of 2,500 shares — an estimated $210K sold.

Cadence Bank first reported a position in NHI in Q3 2024 and held it in 1 quarter. The position peaked at $210K in Q3 2024. 277 funds tracked by Wall St. Rank hold NHI as of Q4 2024.

Cadence Bank reported no remaining National Health Investors position as of Q4 2024 after selling out during the quarter.
Cadence Bank sold 2,500 National Health Investors shares in Q4 2024, an estimated $210K.
Cadence Bank first reported a position in National Health Investors in Q3 2024 and held it in 1 quarter.
Cadence Bank's National Health Investors position peaked at $210K in Q3 2024.
277 funds tracked by Wall St. Rank held National Health Investors as of Q4 2024.

Based on Cadence Bank's 13F filing for Q4 2024, filed 13 Feb 2025.