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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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return