IMA Advisory Services’s National Health Investors NHI Stock Holding History

IMA Advisory Services’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 Q4	–	Sell	-3	Closed	–	–	406
2022 Q3	$0	Buy	+3	New	+$189	﹤0.01%	393

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

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

IMA Advisory Services's NHI Position: Q4 2022 in Review

IMA Advisory Services sold out of National Health Investors (NHI) in Q4 2022, closing a stake of 3 shares.

IMA Advisory Services first reported a position in NHI in Q3 2022 and held it in 1 quarter. The position peaked at $0 in Q3 2022. 233 funds tracked by Wall St. Rank hold NHI as of Q4 2022.

IMA Advisory Services reported no remaining National Health Investors position as of Q4 2022 after selling out during the quarter.
IMA Advisory Services sold 3 National Health Investors shares in Q4 2022.
IMA Advisory Services first reported a position in National Health Investors in Q3 2022 and held it in 1 quarter.
IMA Advisory Services's National Health Investors position peaked at $0 in Q3 2022.
233 funds tracked by Wall St. Rank held National Health Investors as of Q4 2022.

Based on IMA Advisory Services's 13F filing for Q4 2022, filed 16 Feb 2023.