Equitable Trust’s National Health Investors NHI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-3,310	Closed	-$253K	–	484
2025 Q4	$253K	Hold	3,310	–	–	0.01%	406
2025 Q3	$263K	Hold	3,310	–	–	0.01%	403
2025 Q2	$232K	Hold	3,310	–	–	0.01%	415
2025 Q1	$244K	Hold	3,310	–	–	0.01%	436
2024 Q4	$229K	Hold	3,310	–	–	0.01%	446
2024 Q3	$278K	Sell	3,310 -1,630	-33%	-$126K	0.02%	402
2024 Q2	$335K	Hold	4,940	–	–	0.02%	364
2024 Q1	$310K	Buy	+4,940	New	+$279K	0.02%	375
2021 Q3	–	Sell	-3,190	Closed	-$214K	–	375
2021 Q2	$214K	Hold	3,190	–	–	0.01%	352
2021 Q1	$231K	Hold	3,190	–	–	0.02%	324
2020 Q4	$221K	Buy	+3,190	New	+$203K	0.02%	338
2020 Q3	–	Sell	-4,190	Closed	-$255K	–	328
2020 Q2	$255K	Hold	4,190	–	–	0.02%	280
2020 Q1	$208K	Hold	4,190	–	–	0.02%	292
2019 Q4	$341K	Sell	4,190 -2,095	-33%	-$172K	0.03%	234
2019 Q3	$518K	Hold	6,285	–	–	0.05%	194
2019 Q2	$490K	Buy	6,285 +2,030	+48%	+$158K	0.05%	198
2019 Q1	$334K	Buy	4,255 +118	+3%	+$9.38K	0.04%	228
2018 Q4	$313K	Hold	4,137	–	–	0.04%	218
2018 Q3	$313K	Sell	4,137 -500	-11%	-$38.2K	0.04%	242
2018 Q2	$342K	Buy	+4,637	New	+$328K	0.04%	220