Liberty Wealth Management’s National Health Investors NHI Stock Holding History

Liberty Wealth Management’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
2021 Q4	–	Sell	-924	Closed	-$49K	–	771
2021 Q3	$49K	Hold	924	–	–	0.02%	431
2021 Q2	$62K	Hold	924	–	–	0.02%	281
2021 Q1	$62K	Hold	924	–	–	0.03%	245
2020 Q4	$62K	Hold	924	–	–	0.03%	243
2020 Q3	$56K	Hold	924	–	–	0.03%	211
2020 Q2	$56K	Hold	924	–	–	0.04%	206
2020 Q1	$46K	Hold	924	–	–	0.04%	218
2019 Q4	$75K	Hold	924	–	–	0.06%	190
2019 Q3	$76K	Sell	924 -90	-9%	-$7.32K	0.07%	174
2019 Q2	$79K	Buy	1,014 +90	+10%	+$6.99K	0.07%	192
2019 Q1	$72K	Hold	924	–	–	0.05%	171
2018 Q4	$69K	Buy	+924	New	+$69.6K	0.05%	161

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

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

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

Geode Capital Management

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

Bank of New York Mellon

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

Sumitomo Mitsui Trust Group

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Bank of America

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

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