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Cornercap Investment Counsel’s National Health Investors NHI Stock Holding History

Cornercap Investment Counsel’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
-7,200
Closed -$499K – 348
2024
Q4 		$499K Hold
7,200
– – 0.16% 215
2024
Q3 		$605K Sell
7,200
-6,969
-49% -$537K 0.18% 185
2024
Q2 		$960K Sell
14,169
-135
-0.9% -$8.66K 0.16% 257
2024
Q1 		$899K Hold
14,304
– – 0.14% 288
2023
Q4 		$799K Sell
14,304
-20
-0.1% -$1.06K 0.13% 315
2023
Q3 		$736K Buy
14,324
+782
+6% +$40.9K 0.13% 321
2023
Q2 		$710K Buy
+13,542
New +$698K 0.12% 335
2021
Q3 		– Sell
-14,866
Closed -$997K – 587
2021
Q2 		$997K Buy
14,866
+595
+4% +$41.5K 0.11% 346
2021
Q1 		$1.03M Buy
14,271
+2,511
+21% +$175K 0.12% 316
2020
Q4 		$958K Sell
11,760
-2,074
-15% -$132K 0.14% 262
2020
Q3 		$834K Buy
13,834
+34
+0.2% +$2.1K 0.12% 282
2020
Q2 		$838K Sell
13,800
-160
-1% -$8.79K 0.14% 284
2020
Q1 		$691K Buy
13,960
+745
+6% +$56.6K 0.14% 273
2019
Q4 		$1.08M Sell
13,215
-75
-0.6% -$6.14K 0.15% 262
2019
Q3 		$1.09M Sell
13,290
-60
-0.4% -$4.88K 0.15% 202
2019
Q2 		$1.04M Buy
+13,350
New +$1.04M 0.14% 259
2018
Q4 		– Sell
-15,335
Closed -$1.16M – 441
2018
Q3 		$1.16M Buy
15,335
+3,980
+35% +$304K 0.15% 184
2018
Q2 		$837K Buy
11,355
+220
+2% +$15.5K 0.12% 234
2018
Q1 		$749K Buy
11,135
+1,850
+20% +$126K 0.11% 251
2017
Q4 		$700K Hold
9,285
– – 0.1% 331
2017
Q3 		$718K Buy
9,285
+1,845
+25% +$144K 0.1% 306
2017
Q2 		$589K Buy
+7,440
New +$563K 0.1% 247

Other funds holding NHI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Cornercap Investment Counsel's NHI Position: Q1 2025 in Review

Cornercap Investment Counsel sold out of National Health Investors (NHI) in Q1 2025, closing a stake of 7,200 shares — an estimated $499K sold.

Cornercap Investment Counsel first reported a position in NHI in Q2 2017 and held it in 22 quarters. The position peaked at $1.16M in Q3 2018. 285 funds tracked by Wall St. Rank hold NHI as of Q1 2025.

  • Cornercap Investment Counsel reported no remaining National Health Investors position as of Q1 2025 after selling out during the quarter.
  • Cornercap Investment Counsel sold 7,200 National Health Investors shares in Q1 2025, an estimated $499K.
  • Cornercap Investment Counsel first reported a position in National Health Investors in Q2 2017 and held it in 22 quarters.
  • Cornercap Investment Counsel's National Health Investors position peaked at $1.16M in Q3 2018.
  • 285 funds tracked by Wall St. Rank held National Health Investors as of Q1 2025.

Based on Cornercap Investment Counsel's 13F filing for Q1 2025, filed 2 May 2025.