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Kula Investments’s National Health Investors NHI Stock Holding History

Kula Investments’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
2023
Q1 		– Sell
-5,095
Closed -$266K – 781
2022
Q4 		$266K Buy
+5,095
New +$279K 0.08% 431

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Kula Investments's NHI Position: Q1 2023 in Review

Kula Investments sold out of National Health Investors (NHI) in Q1 2023, closing a stake of 5,095 shares — an estimated $266K sold.

Kula Investments first reported a position in NHI in Q4 2022 and held it in 1 quarter. The position peaked at $266K in Q4 2022. 227 funds tracked by Wall St. Rank hold NHI as of Q1 2023.

  • Kula Investments reported no remaining National Health Investors position as of Q1 2023 after selling out during the quarter.
  • Kula Investments sold 5,095 National Health Investors shares in Q1 2023, an estimated $266K.
  • Kula Investments first reported a position in National Health Investors in Q4 2022 and held it in 1 quarter.
  • Kula Investments's National Health Investors position peaked at $266K in Q4 2022.
  • 227 funds tracked by Wall St. Rank held National Health Investors as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.