Caldwell Trust’s National Health Investors NHI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$51.2K	Sell	633 -1,100	-63%	-$91.6K	﹤0.01%	487
2025 Q4	$132K	Hold	1,733	–	–	0.01%	370
2025 Q3	$138K	Hold	1,733	–	–	0.01%	360
2025 Q2	$122K	Hold	1,733	–	–	0.01%	361
2025 Q1	$128K	Buy	1,733 +633	+58%	+$44.6K	0.01%	357
2024 Q4	$76.2K	Hold	1,100	–	–	0.01%	410
2024 Q3	$92.5K	Hold	1,100	–	–	0.01%	389
2024 Q2	$74.5K	Hold	1,100	–	–	0.01%	409
2024 Q1	$69.1K	Hold	1,100	–	–	0.01%	422
2023 Q4	$61.4K	Hold	1,100	–	–	0.01%	424
2023 Q3	$56.5K	Hold	1,100	–	–	0.01%	420
2023 Q2	$57.7K	Hold	1,100	–	–	0.01%	426
2023 Q1	$56.7K	Hold	1,100	–	–	0.01%	418
2022 Q4	$57.4K	Hold	1,100	–	–	0.01%	404
2022 Q3	$62.2K	Hold	1,100	–	–	0.01%	400
2022 Q2	$66.7K	Hold	1,100	–	–	0.01%	407
2022 Q1	$64.9K	Hold	1,100	–	–	0.01%	426
2021 Q4	$63.2K	Hold	1,100	–	–	0.01%	429
2021 Q3	$58.9K	Hold	1,100	–	–	0.01%	425
2021 Q2	$73.8K	Hold	1,100	–	–	0.01%	397
2021 Q1	$79.5K	Hold	1,100	–	–	0.01%	376
2020 Q4	$76.1K	Hold	1,100	–	–	0.01%	369
2020 Q3	$66.3K	Hold	1,100	–	–	0.01%	379
2020 Q2	$66.8K	Hold	1,100	–	–	0.01%	380
2020 Q1	$54.5K	Hold	1,100	–	–	0.01%	402
2019 Q4	$89.6K	Buy	+1,100	New	+$90.1K	0.01%	378