CoreCap Advisors’s National Health Investors NHI Stock Holding History

CoreCap 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
2025 Q1	–	Sell	-300	Closed	-$20.8K	–	3251
2024 Q4	$20.8K	Sell	300 -300	-50%	-$22.8K	﹤0.01%	1523
2024 Q3	$50.4K	Buy	+600	New	+$46.2K	﹤0.01%	1177
2022 Q1	–	Sell	-75	Closed	-$4K	–	1510
2021 Q4	$4K	Buy	+75	New	+$4.15K	﹤0.01%	1811

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

CoreCap Advisors's NHI Position: Q1 2025 in Review

CoreCap Advisors sold out of National Health Investors (NHI) in Q1 2025, closing a stake of 300 shares — an estimated $20.8K sold.

CoreCap Advisors first reported a position in NHI in Q4 2021 and held it in 3 quarters. The position peaked at $50.4K in Q3 2024. 285 funds tracked by Wall St. Rank hold NHI as of Q1 2025.

CoreCap Advisors reported no remaining National Health Investors position as of Q1 2025 after selling out during the quarter.
CoreCap Advisors sold 300 National Health Investors shares in Q1 2025, an estimated $20.8K.
CoreCap Advisors first reported a position in National Health Investors in Q4 2021 and held it in 3 quarters.
CoreCap Advisors's National Health Investors position peaked at $50.4K in Q3 2024.
285 funds tracked by Wall St. Rank held National Health Investors as of Q1 2025.

Based on CoreCap Advisors's 13F filing for Q1 2025, filed 9 May 2025.