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Howe & Rusling’s National Health Investors NHI Stock Holding History

Howe & Rusling’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
Q3 		– Sell
-185
Closed -$11K – 1147
2022
Q2 		$11K Buy
+185
New +$10.5K ﹤0.01% 521
2017
Q4 		– Sell
-37
Closed -$3K – 874
2017
Q3 		$3K Hold
37
– – ﹤0.01% 675
2017
Q2 		$3K Sell
37
-38
-51% -$2.87K ﹤0.01% 731
2017
Q1 		$5K Hold
75
– – ﹤0.01% 675
2016
Q4 		$6K Hold
75
– – ﹤0.01% 635
2016
Q3 		$6K Hold
75
– – ﹤0.01% 628
2016
Q2 		$6K Sell
75
-285
-79% -$19.8K ﹤0.01% 595
2016
Q1 		$24K Buy
360
+285
+380% +$17.6K 0.01% 382
2015
Q4 		$5K Buy
+75
New +$4.47K ﹤0.01% 637

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
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Howe & Rusling's NHI Position: Q3 2022 in Review

Howe & Rusling sold out of National Health Investors (NHI) in Q3 2022, closing a stake of 185 shares — an estimated $11K sold.

Howe & Rusling first reported a position in NHI in Q4 2015 and held it in 9 quarters. The position peaked at $24K in Q1 2016. 242 funds tracked by Wall St. Rank hold NHI as of Q3 2022.

  • Howe & Rusling reported no remaining National Health Investors position as of Q3 2022 after selling out during the quarter.
  • Howe & Rusling sold 185 National Health Investors shares in Q3 2022, an estimated $11K.
  • Howe & Rusling first reported a position in National Health Investors in Q4 2015 and held it in 9 quarters.
  • Howe & Rusling's National Health Investors position peaked at $24K in Q1 2016.
  • 242 funds tracked by Wall St. Rank held National Health Investors as of Q3 2022.

Based on Howe & Rusling's 13F filing for Q3 2022, filed 14 Nov 2022.