CPA
NHI icon

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

Capital Performance 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
2024
Q4 		– Sell
-30
Closed -$2.52K – 1771
2024
Q3 		$2.52K Buy
+30
New +$2.31K ﹤0.01% 1451

Other funds holding NHI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital Performance Advisors's NHI Position: Q4 2024 in Review

Capital Performance Advisors sold out of National Health Investors (NHI) in Q4 2024, closing a stake of 30 shares — an estimated $2.52K sold.

Capital Performance Advisors first reported a position in NHI in Q3 2024 and held it in 1 quarter. The position peaked at $2.52K in Q3 2024. 277 funds tracked by Wall St. Rank hold NHI as of Q4 2024.

  • Capital Performance Advisors reported no remaining National Health Investors position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 30 National Health Investors shares in Q4 2024, an estimated $2.52K.
  • Capital Performance Advisors first reported a position in National Health Investors in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's National Health Investors position peaked at $2.52K in Q3 2024.
  • 277 funds tracked by Wall St. Rank held National Health Investors as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.