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Concord Wealth Partners’s National Health Investors NHI Stock Holding History

Concord Wealth Partners’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
Q3 		– Sell
-6
Closed -$406 – 997
2024
Q2 		$406 Buy
+6
New +$385 ﹤0.01% 770

Other funds holding NHI

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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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return

Concord Wealth Partners's NHI Position: Q3 2024 in Review

Concord Wealth Partners sold out of National Health Investors (NHI) in Q3 2024, closing a stake of 6 shares — an estimated $406 sold.

Concord Wealth Partners first reported a position in NHI in Q2 2024 and held it in 1 quarter. The position peaked at $406 in Q2 2024. 283 funds tracked by Wall St. Rank hold NHI as of Q3 2024.

  • Concord Wealth Partners reported no remaining National Health Investors position as of Q3 2024 after selling out during the quarter.
  • Concord Wealth Partners sold 6 National Health Investors shares in Q3 2024, an estimated $406.
  • Concord Wealth Partners first reported a position in National Health Investors in Q2 2024 and held it in 1 quarter.
  • Concord Wealth Partners's National Health Investors position peaked at $406 in Q2 2024.
  • 283 funds tracked by Wall St. Rank held National Health Investors as of Q3 2024.

Based on Concord Wealth Partners's 13F filing for Q3 2024, filed 24 Oct 2024.