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Hemington Wealth Management’s National Health Investors NHI Stock Holding History

Hemington Wealth Management’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
2025
Q3 		$0 Sell
12
-1
-8% -$75 ﹤0.01% 1655
2025
Q2 		$0 Hold
13
– – ﹤0.01% 1653
2025
Q1 		$0 Sell
13
-6
-32% -$423 ﹤0.01% 1671
2024
Q4 		$1K Hold
19
– – ﹤0.01% 1441
2024
Q3 		$1K Buy
+19
New +$1.46K ﹤0.01% 1369

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Hemington Wealth Management's NHI Position: Q3 2025 in Review

Hemington Wealth Management reduced its National Health Investors (NHI) stake by 7.7% in Q3 2025, selling an estimated $75 and leaving 12 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1655.

Hemington Wealth Management first reported a position in NHI in Q3 2024 and has held it in 5 quarters since. The position peaked at $1K in Q4 2024. 284 funds tracked by Wall St. Rank hold NHI as of Q3 2025.

  • Hemington Wealth Management held 12 shares of National Health Investors worth $0 as of Q3 2025.
  • Hemington Wealth Management sold 1 National Health Investors share in Q3 2025, an estimated $75.
  • National Health Investors made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #1655 holding.
  • Hemington Wealth Management first reported a position in National Health Investors in Q3 2024 and has held it in 5 quarters since.
  • Hemington Wealth Management's National Health Investors position peaked at $1K in Q4 2024.
  • 284 funds tracked by Wall St. Rank held National Health Investors as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.