Capital Analysts LLC
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Capital Analysts LLC’s National Health Investors NHI Stock Holding History

Capital Analysts LLC’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
2022
Q4 		– Sell
-63
Closed -$4K – 1134
2022
Q3 		$4K Buy
63
+1
+2% +$63 ﹤0.01% 923
2022
Q2 		$4K Buy
+62
New +$3.53K ﹤0.01% 891
2022
Q1 		– Sell
-60
Closed -$3K – 1001
2021
Q4 		$3K Buy
60
+1
+2% +$55 ﹤0.01% 935
2021
Q3 		$3K Buy
59
+39
+195% +$2.44K ﹤0.01% 904
2021
Q2 		$1K Hold
20
– – ﹤0.01% 911
2021
Q1 		$1K Hold
20
– – ﹤0.01% 1025
2020
Q4 		$1K Buy
+20
New +$1.27K ﹤0.01% 723

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 $3.38T AUM 44.17% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital Analysts LLC's NHI Position: Q4 2022 in Review

Capital Analysts LLC sold out of National Health Investors (NHI) in Q4 2022, closing a stake of 63 shares — an estimated $4K sold.

Capital Analysts LLC first reported a position in NHI in Q4 2020 and held it in 7 quarters. The position peaked at $4K in Q3 2022. 233 funds tracked by Wall St. Rank hold NHI as of Q4 2022.

  • Capital Analysts LLC reported no remaining National Health Investors position as of Q4 2022 after selling out during the quarter.
  • Capital Analysts LLC sold 63 National Health Investors shares in Q4 2022, an estimated $4K.
  • Capital Analysts LLC first reported a position in National Health Investors in Q4 2020 and held it in 7 quarters.
  • Capital Analysts LLC's National Health Investors position peaked at $4K in Q3 2022.
  • 233 funds tracked by Wall St. Rank held National Health Investors as of Q4 2022.

Based on Capital Analysts LLC's 13F filing for Q4 2022, filed 8 Feb 2023.