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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Lasalle Investment Management Securities Baltimore, Maryland $2.81B AUM 16.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Liberty Wealth Management's NHI Position: Q4 2021 in Review

Liberty Wealth Management sold out of National Health Investors (NHI) in Q4 2021, closing a stake of 924 shares — an estimated $49K sold.

Liberty Wealth Management first reported a position in NHI in Q4 2018 and held it in 12 quarters. The position peaked at $79K in Q2 2019. 228 funds tracked by Wall St. Rank hold NHI as of Q4 2021.

Liberty Wealth Management reported no remaining National Health Investors position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 924 National Health Investors shares in Q4 2021, an estimated $49K.
Liberty Wealth Management first reported a position in National Health Investors in Q4 2018 and held it in 12 quarters.
Liberty Wealth Management's National Health Investors position peaked at $79K in Q2 2019.
228 funds tracked by Wall St. Rank held National Health Investors as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.