Edge Advisors’s National Health Investors NHI Stock Holding History

Edge 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
2018 Q2	$1.59M	Buy	21,620 +5,120	+31%	+$362K	0.14%	134
2018 Q1	$1.11M	Buy	+16,500	New	+$1.13M	0.1%	153
2017 Q3	–	Sell	-55	Closed	-$4K	–	956
2017 Q2	$4K	Sell	55 -30	-35%	-$2.27K	﹤0.01%	830
2017 Q1	$6K	Hold	85	–	–	﹤0.01%	804
2016 Q4	$6K	Buy	+85	New	+$6.24K	﹤0.01%	725

Other funds holding NHI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

Edge Advisors's NHI Position: Q2 2018 in Review

Edge Advisors increased its National Health Investors (NHI) stake by 31% in Q2 2018, buying an estimated $362K and bringing the position to 21,620 shares worth $1.59M. The position accounts for 0.14% of the portfolio, ranked #134.

Edge Advisors first reported a position in NHI in Q4 2016 and has held it in 5 quarters since. 239 funds tracked by Wall St. Rank hold NHI as of Q2 2018.

Edge Advisors held 21,620 shares of National Health Investors worth $1.59M as of Q2 2018.
Edge Advisors bought 5,120 National Health Investors shares in Q2 2018, an estimated $362K.
National Health Investors made up 0.14% of Edge Advisors's portfolio in Q2 2018, its #134 holding.
Edge Advisors first reported a position in National Health Investors in Q4 2016 and has held it in 5 quarters since.
239 funds tracked by Wall St. Rank held National Health Investors as of Q2 2018.

Based on Edge Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.