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Compass Wealth Management’s National Health Investors NHI Stock Holding History

Compass Wealth Management’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
2025
Q2 		– Sell
-475
Closed -$35.1K – 317
2025
Q1 		$35.1K Hold
475
– – 0.01% 274
2024
Q4 		$32.9K Hold
475
– – 0.01% 287
2024
Q3 		$39.9K Hold
475
– – 0.01% 276
2024
Q2 		$32.2K Hold
475
– – 0.01% 290
2024
Q1 		$29.8K Buy
+475
New +$26.8K 0.01% 294

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Compass Wealth Management's NHI Position: Q2 2025 in Review

Compass Wealth Management sold out of National Health Investors (NHI) in Q2 2025, closing a stake of 475 shares — an estimated $35.1K sold.

Compass Wealth Management first reported a position in NHI in Q1 2024 and held it in 5 quarters. The position peaked at $39.9K in Q3 2024. 276 funds tracked by Wall St. Rank hold NHI as of Q2 2025.

  • Compass Wealth Management reported no remaining National Health Investors position as of Q2 2025 after selling out during the quarter.
  • Compass Wealth Management sold 475 National Health Investors shares in Q2 2025, an estimated $35.1K.
  • Compass Wealth Management first reported a position in National Health Investors in Q1 2024 and held it in 5 quarters.
  • Compass Wealth Management's National Health Investors position peaked at $39.9K in Q3 2024.
  • 276 funds tracked by Wall St. Rank held National Health Investors as of Q2 2025.

Based on Compass Wealth Management's 13F filing for Q2 2025, filed 8 Aug 2025.