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Glassman Wealth Services’s National Health Investors NHI Stock Holding History

Glassman Wealth Services’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
Q1 		– Sell
-4
Closed -$223 – 1230
2023
Q4 		$223 Hold
4
– – ﹤0.01% 1875
2023
Q3 		$205 Hold
4
– – ﹤0.01% 1886
2023
Q2 		$210 Hold
4
– – ﹤0.01% 1802
2023
Q1 		$206 Hold
4
– – ﹤0.01% 1796
2022
Q4 		$209 Hold
4
– – ﹤0.01% 1790
2022
Q3 		$0 Hold
4
– – ﹤0.01% 1880
2022
Q2 		$0 Hold
4
– – ﹤0.01% 1895
2022
Q1 		$0 Hold
4
– – ﹤0.01% 1845
2021
Q4 		$0 Buy
+4
New +$221 ﹤0.01% 1816

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Glassman Wealth Services's NHI Position: Q1 2024 in Review

Glassman Wealth Services sold out of National Health Investors (NHI) in Q1 2024, closing a stake of 4 shares — an estimated $223 sold.

Glassman Wealth Services first reported a position in NHI in Q4 2021 and held it in 9 quarters. The position peaked at $223 in Q4 2023. 221 funds tracked by Wall St. Rank hold NHI as of Q1 2024.

  • Glassman Wealth Services reported no remaining National Health Investors position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 4 National Health Investors shares in Q1 2024, an estimated $223.
  • Glassman Wealth Services first reported a position in National Health Investors in Q4 2021 and held it in 9 quarters.
  • Glassman Wealth Services's National Health Investors position peaked at $223 in Q4 2023.
  • 221 funds tracked by Wall St. Rank held National Health Investors as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.