Icon Wealth Partners’s National Health Investors NHI Stock Holding History

Icon Wealth Partners’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
2019 Q2	–	Sell	-227	Closed	-$18K	–	564
2019 Q1	$18K	Buy	+227	New	+$18K	0.01%	585
2018 Q3	–	Sell	-233	Closed	-$17K	–	575
2018 Q2	$17K	Buy	+233	New	+$16.5K	0.01%	622

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LIMS

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

Icon Wealth Partners's NHI Position: Q2 2019 in Review

Icon Wealth Partners sold out of National Health Investors (NHI) in Q2 2019, closing a stake of 227 shares — an estimated $18K sold.

Icon Wealth Partners first reported a position in NHI in Q2 2018 and held it in 2 quarters. The position peaked at $18K in Q1 2019. 236 funds tracked by Wall St. Rank hold NHI as of Q2 2019.

Icon Wealth Partners reported no remaining National Health Investors position as of Q2 2019 after selling out during the quarter.
Icon Wealth Partners sold 227 National Health Investors shares in Q2 2019, an estimated $18K.
Icon Wealth Partners first reported a position in National Health Investors in Q2 2018 and held it in 2 quarters.
Icon Wealth Partners's National Health Investors position peaked at $18K in Q1 2019.
236 funds tracked by Wall St. Rank held National Health Investors as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.