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Donoghue Forlines’s National Health Investors NHI Stock Holding History

Donoghue Forlines’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
Q4 		– Sell
-5,642
Closed -$474K – 209
2024
Q3 		$474K Buy
5,642
+43
+0.8% +$3.31K 0.14% 162
2024
Q2 		$379K Sell
5,599
-33
-0.6% -$2.12K 0.11% 187
2024
Q1 		$354K Buy
+5,632
New +$318K 0.1% 194

Other funds holding NHI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Donoghue Forlines's NHI Position: Q4 2024 in Review

Donoghue Forlines sold out of National Health Investors (NHI) in Q4 2024, closing a stake of 5,642 shares — an estimated $474K sold.

Donoghue Forlines first reported a position in NHI in Q1 2024 and held it in 3 quarters. The position peaked at $474K in Q3 2024. 277 funds tracked by Wall St. Rank hold NHI as of Q4 2024.

  • Donoghue Forlines reported no remaining National Health Investors position as of Q4 2024 after selling out during the quarter.
  • Donoghue Forlines sold 5,642 National Health Investors shares in Q4 2024, an estimated $474K.
  • Donoghue Forlines first reported a position in National Health Investors in Q1 2024 and held it in 3 quarters.
  • Donoghue Forlines's National Health Investors position peaked at $474K in Q3 2024.
  • 277 funds tracked by Wall St. Rank held National Health Investors as of Q4 2024.

Based on Donoghue Forlines's 13F filing for Q4 2024, filed 17 Jan 2025.