Johnson Financial Group Inc (Wisconsin)’s National Health Investors NHI Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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 Q1	–	Sell	-53	Closed	-$3.61K	–	917
2024 Q4	$3.61K	Sell	53 -16	-23%	-$1.22K	﹤0.01%	760
2024 Q3	$5.86K	Buy	+69	New	+$5.32K	﹤0.01%	760
2023 Q2	–	Sell	-4,470	Closed	-$235K	–	679
2023 Q1	$235K	Sell	4,470 -2	-0%	-$109	0.02%	257
2022 Q4	$238K	Hold	4,472	–	–	0.02%	233
2022 Q3	$257K	Hold	4,472	–	–	0.02%	210
2022 Q2	$275K	Hold	4,472	–	–	0.02%	212
2022 Q1	$264K	Hold	4,472	–	–	0.02%	241
2021 Q4	$257K	Hold	4,472	–	–	0.02%	252
2021 Q3	$239K	Hold	4,472	–	–	0.02%	246
2021 Q2	$300K	Hold	4,472	–	–	0.02%	231
2021 Q1	$323K	Hold	4,472	–	–	0.02%	221
2020 Q4	$309K	Hold	4,472	–	–	0.03%	185
2020 Q3	$270K	Hold	4,472	–	–	0.03%	178
2020 Q2	$272K	Buy	+4,472	New	+$246K	0.03%	167

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s NHI Position: Q1 2025 in Review

Johnson Financial Group Inc (Wisconsin) sold out of National Health Investors (NHI) in Q1 2025, closing a stake of 53 shares — an estimated $3.61K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in NHI in Q2 2020 and held it in 14 quarters. The position peaked at $323K in Q1 2021. 285 funds tracked by Wall St. Rank hold NHI as of Q1 2025.

Johnson Financial Group Inc (Wisconsin) reported no remaining National Health Investors position as of Q1 2025 after selling out during the quarter.
Johnson Financial Group Inc (Wisconsin) sold 53 National Health Investors shares in Q1 2025, an estimated $3.61K.
Johnson Financial Group Inc (Wisconsin) first reported a position in National Health Investors in Q2 2020 and held it in 14 quarters.
Johnson Financial Group Inc (Wisconsin)'s National Health Investors position peaked at $323K in Q1 2021.
285 funds tracked by Wall St. Rank held National Health Investors as of Q1 2025.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q1 2025, filed 15 May 2025.