Lee, Danner & Bass’s National Health Investors NHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.14M | Hold |
51,220
| – | – | 0.26% | 84 |
|
|
2025
Q4 | $3.91M | Sell |
51,220
-8,098
| -14% | -$621K | 0.28% | 78 |
|
|
2025
Q3 | $4.72M | Sell |
59,318
-3,113
| -5% | -$233K | 0.34% | 66 |
|
|
2025
Q2 | $4.38M | Sell |
62,431
-1,000
| -2% | -$73.2K | 0.34% | 65 |
|
|
2025
Q1 | $4.69M | Sell |
63,431
-9,086
| -13% | -$641K | 0.38% | 57 |
|
|
2024
Q4 | $5.03M | Sell |
72,517
-623
| -0.9% | -$47.4K | 0.4% | 53 |
|
|
2024
Q3 | $6.15M | Sell |
73,140
-2,000
| -3% | -$154K | 0.43% | 45 |
|
|
2024
Q2 | $5.09M | Buy |
+75,140
| New | +$4.82M | 0.39% | 51 |
|
|
2023
Q4 | $4.2M | Hold |
75,140
| – | – | 0.36% | 62 |
|
|
2023
Q3 | $3.86M | Sell |
75,140
-10,000
| -12% | -$523K | 0.35% | 63 |
|
|
2023
Q2 | $4.46M | Hold |
85,140
| – | – | 0.38% | 58 |
|
|
2023
Q1 | $4.39M | Sell |
85,140
-4,000
| -4% | -$218K | 0.4% | 59 |
|
|
2022
Q4 | $4.66M | Sell |
89,140
-2,381
| -3% | -$131K | 0.44% | 61 |
|
|
2022
Q3 | $5.17M | Sell |
91,521
-2,000
| -2% | -$126K | 0.55% | 46 |
|
|
2022
Q2 | $5.67M | Sell |
93,521
-2,000
| -2% | -$114K | 0.57% | 48 |
|
|
2022
Q1 | $5.64M | Sell |
95,521
-182
| -0.2% | -$10.4K | 0.48% | 52 |
|
|
2021
Q4 | $5.5M | Sell |
95,703
-1,381
| -1% | -$76.4K | 0.47% | 54 |
|
|
2021
Q3 | $5.19M | Sell |
97,084
-6,982
| -7% | -$436K | 0.48% | 52 |
|
|
2021
Q2 | $6.98M | Sell |
104,066
-5,000
| -5% | -$349K | 0.63% | 44 |
|
|
2021
Q1 | $7.88M | Sell |
109,066
-500
| -0.5% | -$34.9K | 0.76% | 35 |
|
|
2020
Q4 | $7.58M | Sell |
109,566
-7,000
| -6% | -$445K | 0.81% | 33 |
|
|
2020
Q3 | $7.03M | Sell |
116,566
-11,778
| -9% | -$727K | 0.83% | 29 |
|
|
2020
Q2 | $7.79M | Sell |
128,344
-141
| -0.1% | -$7.75K | 0.99% | 26 |
|
|
2020
Q1 | $6.36M | Sell |
128,485
-6,300
| -5% | -$478K | 0.91% | 30 |
|
|
2019
Q4 | $11M | Sell |
134,785
-1,997
| -1% | -$164K | 1.15% | 22 |
|
|
2019
Q3 | $11.3M | Sell |
136,782
-3,200
| -2% | -$260K | 1.21% | 24 |
|
|
2019
Q2 | $10.9M | Buy |
139,982
+800
| +0.6% | +$62.2K | 1.16% | 22 |
|
|
2019
Q1 | $10.9M | Sell |
139,182
-6,000
| -4% | -$477K | 1.2% | 21 |
|
|
2018
Q4 | $11M | Sell |
145,182
-224
| -0.2% | -$16.9K | 1.29% | 18 |
|
|
2018
Q3 | $11M | Sell |
145,406
-6,000
| -4% | -$458K | 1.09% | 26 |
|
|
2018
Q2 | $11.2M | Sell |
151,406
-2,400
| -2% | -$170K | 1.19% | 22 |
|
|
2018
Q1 | $10.3M | Sell |
153,806
-3,704
| -2% | -$253K | 1.08% | 25 |
|
|
2017
Q4 | $11.9M | Sell |
157,510
-1,500
| -0.9% | -$116K | 1.21% | 22 |
|
|
2017
Q3 | $12.3M | Sell |
159,010
-15,500
| -9% | -$1.21M | 1.32% | 16 |
|
|
2017
Q2 | $13.8M | Sell |
174,510
-3,500
| -2% | -$265K | 1.55% | 14 |
|
|
2017
Q1 | $12.9M | Sell |
178,010
-10,300
| -5% | -$755K | 1.46% | 16 |
|
|
2016
Q4 | $14M | Sell |
188,310
-17,904
| -9% | -$1.31M | 1.64% | 13 |
|
|
2016
Q3 | $16.2M | Sell |
206,214
-6,800
| -3% | -$535K | 1.97% | 9 |
|
|
2016
Q2 | $16M | Sell |
213,014
-5,200
| -2% | -$361K | 1.94% | 9 |
|
|
2016
Q1 | $15M | Sell |
218,214
-4,000
| -2% | -$247K | 1.85% | 11 |
|
|
2015
Q4 | $13.5M | Hold |
222,214
| – | – | 1.77% | 13 |
|
|
2015
Q3 | $12.8M | Hold |
222,214
| – | – | 1.7% | 13 |
|
|
2015
Q2 | $13.8M | Sell |
222,214
-4,000
| -2% | -$267K | 1.65% | 14 |
|
|
2015
Q1 | $16.1M | Sell |
226,214
-1,000
| -0.4% | -$72.2K | 1.89% | 11 |
|
|
2014
Q4 | $15.9M | Sell |
227,214
-8,783
| -4% | -$571K | 1.9% | 11 |
|
|
2014
Q3 | $13.5M | Sell |
235,997
-1,500
| -0.6% | -$93K | 1.67% | 14 |
|
|
2014
Q2 | $14.9M | Hold |
237,497
| – | – | 1.81% | 14 |
|
|
2014
Q1 | $14.4M | Hold |
237,497
| – | – | 1.86% | 13 |
|
|
2013
Q4 | $13.3M | Sell |
237,497
-15,500
| -6% | -$922K | 1.78% | 14 |
|
|
2013
Q3 | $14.4M | Hold |
252,997
| – | – | 2% | 13 |
|
|
2013
Q2 | $15.1M | Buy |
+252,997
| New | +$16.4M | 2.21% | 10 |
|
Other funds holding NHI
VPM
VCM
NAMI