Carolina Wealth Advisors’s National Health Investors NHI Stock Holding History

Carolina Wealth 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	-4	Closed	-$336	–	332
2024 Q3	$336	Hold	4	–	–	﹤0.01%	322
2024 Q2	$271	Hold	4	–	–	﹤0.01%	213
2024 Q1	$251	Hold	4	–	–	﹤0.01%	211
2023 Q4	$223	Hold	4	–	–	﹤0.01%	236
2023 Q3	$205	Hold	4	–	–	﹤0.01%	255
2023 Q2	$210	Hold	4	–	–	﹤0.01%	246
2023 Q1	$206	Hold	4	–	–	﹤0.01%	261
2022 Q4	$0	Hold	4	–	–	﹤0.01%	253
2022 Q3	$0	Hold	4	–	–	﹤0.01%	266
2022 Q2	$0	Hold	4	–	–	﹤0.01%	282
2022 Q1	$0	Hold	4	–	–	﹤0.01%	294
2021 Q4	$0	Hold	4	–	–	﹤0.01%	287
2021 Q3	$0	Hold	4	–	–	﹤0.01%	287
2021 Q2	$0	Hold	4	–	–	﹤0.01%	306
2021 Q1	$0	Hold	4	–	–	﹤0.01%	327
2020 Q4	$0	Hold	4	–	–	﹤0.01%	255
2020 Q3	$0	Hold	4	–	–	﹤0.01%	224
2020 Q2	$0	Hold	4	–	–	﹤0.01%	180
2020 Q1	$0	Hold	4	–	–	﹤0.01%	195
2019 Q4	$0	Buy	+4	New	+$328	﹤0.01%	184

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

Carolina Wealth Advisors's NHI Position: Q4 2024 in Review

Carolina Wealth Advisors sold out of National Health Investors (NHI) in Q4 2024, closing a stake of 4 shares — an estimated $336 sold.

Carolina Wealth Advisors first reported a position in NHI in Q4 2019 and held it in 20 quarters. The position peaked at $336 in Q3 2024. 277 funds tracked by Wall St. Rank hold NHI as of Q4 2024.

Carolina Wealth Advisors reported no remaining National Health Investors position as of Q4 2024 after selling out during the quarter.
Carolina Wealth Advisors sold 4 National Health Investors shares in Q4 2024, an estimated $336.
Carolina Wealth Advisors first reported a position in National Health Investors in Q4 2019 and held it in 20 quarters.
Carolina Wealth Advisors's National Health Investors position peaked at $336 in Q3 2024.
277 funds tracked by Wall St. Rank held National Health Investors as of Q4 2024.

Based on Carolina Wealth Advisors's 13F filing for Q4 2024, filed 14 Jan 2025.