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Ellis Investment Partners’s National Health Investors NHI Stock Holding History

Ellis Investment Partners’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
2022
Q4 		– Sell
-60
Closed -$3K – 547
2022
Q3 		$3K Buy
+60
New +$3.78K ﹤0.01% 705

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Ellis Investment Partners's NHI Position: Q4 2022 in Review

Ellis Investment Partners sold out of National Health Investors (NHI) in Q4 2022, closing a stake of 60 shares — an estimated $3K sold.

Ellis Investment Partners first reported a position in NHI in Q3 2022 and held it in 1 quarter. The position peaked at $3K in Q3 2022. 233 funds tracked by Wall St. Rank hold NHI as of Q4 2022.

  • Ellis Investment Partners reported no remaining National Health Investors position as of Q4 2022 after selling out during the quarter.
  • Ellis Investment Partners sold 60 National Health Investors shares in Q4 2022, an estimated $3K.
  • Ellis Investment Partners first reported a position in National Health Investors in Q3 2022 and held it in 1 quarter.
  • Ellis Investment Partners's National Health Investors position peaked at $3K in Q3 2022.
  • 233 funds tracked by Wall St. Rank held National Health Investors as of Q4 2022.

Based on Ellis Investment Partners's 13F filing for Q4 2022, filed 31 Jan 2023.