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Fieldpoint Private Securities’s National Health Investors NHI Stock Holding History

Fieldpoint Private Securities’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
Q1 		– Sell
-203
Closed -$12K – 1714
2021
Q4 		$12K Sell
203
-38
-16% -$2.1K ﹤0.01% 1038
2021
Q3 		$13K Sell
241
-127
-35% -$7.93K ﹤0.01% 963
2021
Q2 		$23K Buy
+368
New +$25.7K 0.01% 773

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
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.81B AUM 16.57% 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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

Fieldpoint Private Securities's NHI Position: Q1 2022 in Review

Fieldpoint Private Securities sold out of National Health Investors (NHI) in Q1 2022, closing a stake of 203 shares — an estimated $12K sold.

Fieldpoint Private Securities first reported a position in NHI in Q2 2021 and held it in 3 quarters. The position peaked at $23K in Q2 2021. 233 funds tracked by Wall St. Rank hold NHI as of Q1 2022.

  • Fieldpoint Private Securities reported no remaining National Health Investors position as of Q1 2022 after selling out during the quarter.
  • Fieldpoint Private Securities sold 203 National Health Investors shares in Q1 2022, an estimated $12K.
  • Fieldpoint Private Securities first reported a position in National Health Investors in Q2 2021 and held it in 3 quarters.
  • Fieldpoint Private Securities's National Health Investors position peaked at $23K in Q2 2021.
  • 233 funds tracked by Wall St. Rank held National Health Investors as of Q1 2022.

Based on Fieldpoint Private Securities's 13F filing for Q1 2022, filed 7 Apr 2022.