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Concourse Financial Group Securities’s National Health Investors NHI Stock Holding History

Concourse Financial Group Securities’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
Q1 		– Sell
-142
Closed -$9.83K – 1355
2024
Q4 		$9.83K Buy
142
+8
+6% +$608 ﹤0.01% 1727
2024
Q3 		$11.4K Buy
134
+52
+63% +$4.01K ﹤0.01% 1665
2024
Q2 		$5.63K Hold
82
– – ﹤0.01% 1841
2024
Q1 		$5.22K Sell
82
-463
-85% -$26.1K ﹤0.01% 1873
2023
Q4 		$30.9K Hold
545
– – ﹤0.01% 1334
2023
Q3 		$28.5K Buy
545
+24
+5% +$1.25K ﹤0.01% 1317
2023
Q2 		$27.8K Buy
521
+78
+18% +$4.02K ﹤0.01% 1338
2023
Q1 		$23.2K Hold
443
– – ﹤0.01% 1407
2022
Q4 		$23.5K Hold
443
– – ﹤0.01% 1407
2022
Q3 		$25K Hold
443
– – ﹤0.01% 1227
2022
Q2 		$27K Sell
443
-412
-48% -$23.5K ﹤0.01% 1342
2022
Q1 		$51K Sell
855
-49
-5% -$2.79K ﹤0.01% 1139
2021
Q4 		$53K Buy
904
+37
+4% +$2.05K ﹤0.01% 1263
2021
Q3 		$47K Buy
867
+49
+6% +$3.06K ﹤0.01% 1340
2021
Q2 		$56K Buy
818
+411
+101% +$28.7K ﹤0.01% 1260
2021
Q1 		$30K Hold
407
– – ﹤0.01% 1428
2020
Q4 		$29K Buy
407
+53
+15% +$3.37K ﹤0.01% 1335
2020
Q3 		$22K Buy
354
+114
+48% +$7.04K ﹤0.01% 1332
2020
Q2 		$15K Buy
240
+174
+264% +$9.56K ﹤0.01% 1397
2020
Q1 		$3K Buy
66
+52
+371% +$3.95K ﹤0.01% 1800
2019
Q4 		$1K Hold
14
– – ﹤0.01% 1993
2019
Q3 		$1K Hold
14
– – ﹤0.01% 1670
2019
Q2 		$1K Buy
+14
New +$1.09K ﹤0.01% 2117
2019
Q1 		– Sell
-20
Closed -$1.59K – 2359
2018
Q4 		$1K Buy
+20
New +$1.51K ﹤0.01% 2033

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
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Concourse Financial Group Securities's NHI Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of National Health Investors (NHI) in Q1 2025, closing a stake of 142 shares — an estimated $9.83K sold.

Concourse Financial Group Securities first reported a position in NHI in Q4 2018 and held it in 24 quarters. The position peaked at $56K in Q2 2021. 285 funds tracked by Wall St. Rank hold NHI as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining National Health Investors position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 142 National Health Investors shares in Q1 2025, an estimated $9.83K.
  • Concourse Financial Group Securities first reported a position in National Health Investors in Q4 2018 and held it in 24 quarters.
  • Concourse Financial Group Securities's National Health Investors position peaked at $56K in Q2 2021.
  • 285 funds tracked by Wall St. Rank held National Health Investors as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.