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Denali Advisors’s National Health Investors NHI Stock Holding History

Denali 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
2024
Q2 		– Sell
-9
Closed -$565 – 360
2024
Q1 		$565 Buy
+9
New +$508 ﹤0.01% 447
2022
Q2 		– Sell
-9
Closed -$1K – 404
2022
Q1 		$1K Hold
9
– – ﹤0.01% 366
2021
Q4 		$1K Hold
9
– – ﹤0.01% 375
2021
Q3 		$0 Buy
+9
New +$562 ﹤0.01% 308

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Lasalle Investment Management Securities
Lasalle Investment Management Securities Baltimore, Maryland $2.81B AUM 16.57% 1-Year Est. Return

Denali Advisors's NHI Position: Q2 2024 in Review

Denali Advisors sold out of National Health Investors (NHI) in Q2 2024, closing a stake of 9 shares — an estimated $565 sold.

Denali Advisors first reported a position in NHI in Q3 2021 and held it in 4 quarters. The position peaked at $1K in Q1 2022. 231 funds tracked by Wall St. Rank hold NHI as of Q2 2024.

  • Denali Advisors reported no remaining National Health Investors position as of Q2 2024 after selling out during the quarter.
  • Denali Advisors sold 9 National Health Investors shares in Q2 2024, an estimated $565.
  • Denali Advisors first reported a position in National Health Investors in Q3 2021 and held it in 4 quarters.
  • Denali Advisors's National Health Investors position peaked at $1K in Q1 2022.
  • 231 funds tracked by Wall St. Rank held National Health Investors as of Q2 2024.

Based on Denali Advisors's 13F filing for Q2 2024, filed 9 Aug 2024.