FinTrust Capital Advisors’s National Health Investors NHI Stock Holding History

FinTrust Capital 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
2024 Q3	$57.2K	Buy	+681	New	+$52.5K	0.01%	537
2023 Q4	–	Sell	-200	Closed	-$10.3K	–	1317
2023 Q3	$10.3K	Hold	200	–	–	﹤0.01%	785
2023 Q2	$10.4K	Hold	200	–	–	﹤0.01%	758
2023 Q1	$10.4K	Hold	200	–	–	﹤0.01%	756
2022 Q4	$10.4K	Hold	200	–	–	﹤0.01%	753
2022 Q3	$11K	Hold	200	–	–	﹤0.01%	852
2022 Q2	$12K	Hold	200	–	–	﹤0.01%	841
2022 Q1	$12K	Hold	200	–	–	﹤0.01%	892
2021 Q4	$11K	Hold	200	–	–	﹤0.01%	901
2021 Q3	$11K	Hold	200	–	–	﹤0.01%	893
2021 Q2	$13K	Hold	200	–	–	﹤0.01%	864
2021 Q1	$14K	Hold	200	–	–	﹤0.01%	806
2020 Q4	$14K	Hold	200	–	–	﹤0.01%	755
2020 Q3	$12K	Hold	200	–	–	﹤0.01%	753
2020 Q2	$12K	Hold	200	–	–	﹤0.01%	699
2020 Q1	$10K	Hold	200	–	–	﹤0.01%	752
2019 Q4	$16K	Hold	200	–	–	0.01%	676
2019 Q3	$16K	Hold	200	–	–	0.01%	685
2019 Q2	$16K	Hold	200	–	–	0.01%	648
2019 Q1	$16K	Hold	200	–	–	0.01%	665
2018 Q4	$15K	Buy	+200	New	+$15.1K	0.01%	672

Other funds holding NHI

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

LIMS

Lasalle Investment Management Securities Baltimore, Maryland $2.81B AUM 16.57% 1-Year Est. Return

FinTrust Capital Advisors's NHI Position: Q3 2024 in Review

FinTrust Capital Advisors opened a new position in National Health Investors (NHI) in Q3 2024: 681 shares worth $57.2K. The stake represents 0.01% of the portfolio and ranks #537 among its holdings. This is a return to the name: FinTrust Capital Advisors previously reported a position in NHI as recently as Q3 2023.

FinTrust Capital Advisors first reported a position in NHI in Q4 2018 and has held it in 21 quarters since. 283 funds tracked by Wall St. Rank hold NHI as of Q3 2024.

FinTrust Capital Advisors held 681 shares of National Health Investors worth $57.2K as of Q3 2024.
National Health Investors was a new FinTrust Capital Advisors position in Q3 2024.
National Health Investors made up 0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #537 holding.
FinTrust Capital Advisors first reported a position in National Health Investors in Q4 2018 and has held it in 21 quarters since.
283 funds tracked by Wall St. Rank held National Health Investors as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.