Creative Planning’s National Health Investors NHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.19M | Buy |
14,678
+2,677
| +22% | +$223K | ﹤0.01% | 2317 |
|
|
2025
Q4 | $917K | Buy |
12,001
+373
| +3% | +$28.6K | ﹤0.01% | 2347 |
|
|
2025
Q3 | $924K | Buy |
11,628
+3,411
| +42% | +$255K | ﹤0.01% | 2183 |
|
|
2025
Q2 | $576K | Buy |
8,217
+177
| +2% | +$13K | ﹤0.01% | 2331 |
|
|
2025
Q1 | $594K | Buy |
+8,040
| New | +$567K | ﹤0.01% | 2134 |
|
|
2023
Q2 | – | Sell |
-2
| Closed | -$104 | – | 2761 |
|
|
2023
Q1 | $104 | Buy |
+2
| New | +$109 | ﹤0.01% | 2632 |
|
|
2021
Q2 | – | Sell |
-3,349
| Closed | -$242K | – | 2411 |
|
|
2021
Q1 | $242K | Buy |
3,349
+201
| +6% | +$14K | ﹤0.01% | 1945 |
|
|
2020
Q4 | $218K | Buy |
+3,148
| New | +$200K | ﹤0.01% | 1835 |
|
|
2020
Q1 | – | Sell |
-3,010
| Closed | -$245K | – | 2020 |
|
|
2019
Q4 | $245K | Buy |
3,010
+217
| +8% | +$17.8K | ﹤0.01% | 1521 |
|
|
2019
Q3 | $230K | Buy |
2,793
+100
| +4% | +$8.14K | ﹤0.01% | 1517 |
|
|
2019
Q2 | $210K | Buy |
+2,693
| New | +$209K | ﹤0.01% | 1592 |
|
|
2019
Q1 | – | Sell |
-5,393
| Closed | -$407K | – | 2065 |
|
|
2018
Q4 | $407K | Hold |
5,393
| – | – | ﹤0.01% | 1066 |
|
|
2018
Q3 | $408K | Sell |
5,393
-43
| -0.8% | -$3.28K | ﹤0.01% | 1212 |
|
|
2018
Q2 | $401K | Sell |
5,436
-125
| -2% | -$8.83K | ﹤0.01% | 1197 |
|
|
2018
Q1 | $374K | Buy |
+5,561
| New | +$380K | ﹤0.01% | 1228 |
|
|
2017
Q3 | – | Sell |
-2,168
| Closed | -$172K | – | 3065 |
|
|
2017
Q2 | $172K | Buy |
2,168
+413
| +24% | +$31.2K | ﹤0.01% | 1612 |
|
|
2017
Q1 | $127K | Buy |
1,755
+50
| +3% | +$3.67K | ﹤0.01% | 1798 |
|
|
2016
Q4 | $126K | Buy |
1,705
+115
| +7% | +$8.44K | ﹤0.01% | 1708 |
|
|
2016
Q3 | $125K | Buy |
1,590
+200
| +14% | +$15.7K | ﹤0.01% | 1692 |
|
|
2016
Q2 | $104K | Buy |
1,390
+35
| +3% | +$2.43K | ﹤0.01% | 1654 |
|
|
2016
Q1 | $90K | Hold |
1,355
| – | – | ﹤0.01% | 1700 |
|
|
2015
Q4 | $82K | Hold |
1,355
| – | – | ﹤0.01% | 1754 |
|
|
2015
Q3 | $78K | Buy |
+1,355
| New | +$81.9K | ﹤0.01% | 1736 |
|
|
2015
Q2 | – | Sell |
-3,103
| Closed | -$220K | – | 2345 |
|
|
2015
Q1 | $220K | Hold |
3,103
| – | – | ﹤0.01% | 1142 |
|
|
2014
Q4 | $217K | Sell |
3,103
-15
| -0.5% | -$975 | ﹤0.01% | 1094 |
|
|
2014
Q3 | $178K | Sell |
3,118
-229
| -7% | -$14.2K | ﹤0.01% | 1122 |
|
|
2014
Q2 | $209K | Buy |
3,347
+233
| +7% | +$14.4K | ﹤0.01% | 1007 |
|
|
2014
Q1 | $188K | Hold |
3,114
| – | – | ﹤0.01% | 1028 |
|
|
2013
Q4 | $175K | Sell |
3,114
-85
| -3% | -$5.05K | ﹤0.01% | 928 |
|
|
2013
Q3 | $182K | Buy |
3,199
+175
| +6% | +$10.4K | ﹤0.01% | 806 |
|
|
2013
Q2 | $181K | Buy |
+3,024
| New | +$196K | ﹤0.01% | 721 |
|
Other funds holding NHI
VPM
VCM
NAMI