Gradient Investments’s National Health Investors NHI Stock Holding History

Gradient Investments’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	–	Sell	-78	Closed	-$5.28K	–	940
2024 Q2	$5.28K	Hold	78	–	–	﹤0.01%	853
2024 Q1	$4.9K	Hold	78	–	–	﹤0.01%	728
2023 Q4	$4.36K	Sell	78 -9	-10%	-$477	﹤0.01%	1031
2023 Q3	$4.47K	Hold	87	–	–	﹤0.01%	977
2023 Q2	$4.56K	Sell	87 -4	-4%	-$206	﹤0.01%	972
2023 Q1	$4.69K	Hold	91	–	–	﹤0.01%	963
2022 Q4	$4.75K	Sell	91 -42	-32%	-$2.3K	﹤0.01%	939
2022 Q3	$8K	Sell	133 -130	-49%	-$8.19K	﹤0.01%	850
2022 Q2	$16K	Sell	263 -47	-15%	-$2.68K	﹤0.01%	688
2022 Q1	$18K	Sell	310 -37	-11%	-$2.11K	﹤0.01%	665
2021 Q4	$20K	Sell	347 -160	-32%	-$8.86K	﹤0.01%	659
2021 Q3	$27K	Sell	507 -170,067	-100%	-$10.6M	﹤0.01%	591
2021 Q2	$11.4M	Buy	170,574 +17,998	+12%	+$1.26M	0.33%	88
2021 Q1	$11M	Buy	+152,576	New	+$10.6M	0.36%	70
2019 Q4	–	Sell	-9	Closed	-$1K	–	1183
2019 Q3	$1K	Buy	+9	New	+$732	﹤0.01%	1024

Other funds holding NHI

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LIMS

Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return

Gradient Investments's NHI Position: Q3 2024 in Review

Gradient Investments sold out of National Health Investors (NHI) in Q3 2024, closing a stake of 78 shares — an estimated $5.28K sold.

Gradient Investments first reported a position in NHI in Q3 2019 and held it in 15 quarters. The position peaked at $11.4M in Q2 2021. 283 funds tracked by Wall St. Rank hold NHI as of Q3 2024.

Gradient Investments reported no remaining National Health Investors position as of Q3 2024 after selling out during the quarter.
Gradient Investments sold 78 National Health Investors shares in Q3 2024, an estimated $5.28K.
Gradient Investments first reported a position in National Health Investors in Q3 2019 and held it in 15 quarters.
Gradient Investments's National Health Investors position peaked at $11.4M in Q2 2021.
283 funds tracked by Wall St. Rank held National Health Investors as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.