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Diversified Trust’s National Health Investors NHI Stock Holding History

Diversified Trust’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
2023
Q1 		– Sell
-5,970
Closed -$312K – 895
2022
Q4 		$312K Buy
5,970
+88
+1% +$4.82K 0.01% 573
2022
Q3 		$333K Sell
5,882
-500
-8% -$31.5K 0.02% 506
2022
Q2 		$387K Hold
6,382
– – 0.02% 481
2022
Q1 		$377K Buy
+6,382
New +$363K 0.01% 545

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 $3.37T AUM 44.26% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 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
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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Diversified Trust's NHI Position: Q1 2023 in Review

Diversified Trust sold out of National Health Investors (NHI) in Q1 2023, closing a stake of 5,970 shares — an estimated $312K sold.

Diversified Trust first reported a position in NHI in Q1 2022 and held it in 4 quarters. The position peaked at $387K in Q2 2022. 227 funds tracked by Wall St. Rank hold NHI as of Q1 2023.

  • Diversified Trust reported no remaining National Health Investors position as of Q1 2023 after selling out during the quarter.
  • Diversified Trust sold 5,970 National Health Investors shares in Q1 2023, an estimated $312K.
  • Diversified Trust first reported a position in National Health Investors in Q1 2022 and held it in 4 quarters.
  • Diversified Trust's National Health Investors position peaked at $387K in Q2 2022.
  • 227 funds tracked by Wall St. Rank held National Health Investors as of Q1 2023.

Based on Diversified Trust's 13F filing for Q1 2023, filed 7 Apr 2023.