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Lindbrook Capital’s National Health Investors NHI Stock Holding History

Lindbrook Capital’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 		$2.44K Hold
33
– – ﹤0.01% 2223
2024
Q4 		$2.29K Hold
33
– – ﹤0.01% 2272
2024
Q3 		$2.77K Sell
33
-27
-45% -$2.08K ﹤0.01% 2246
2024
Q2 		$4.06K Hold
60
– – ﹤0.01% 2097
2024
Q1 		$3.77K Buy
60
+23
+62% +$1.3K ﹤0.01% 2025
2023
Q4 		$2.07K Sell
37
-11
-23% -$582 ﹤0.01% 2250
2023
Q3 		$2.46K Sell
48
-151
-76% -$7.9K ﹤0.01% 2050
2023
Q2 		$10.4K Buy
199
+98
+97% +$5.05K ﹤0.01% 1441
2023
Q1 		$5.21K Buy
101
+95
+1,583% +$5.18K ﹤0.01% 1838
2022
Q4 		$313 Sell
6
-30
-83% -$1.64K ﹤0.01% 2670
2022
Q3 		$2K Sell
36
-47
-57% -$2.96K ﹤0.01% 2099
2022
Q2 		$5K Buy
83
+40
+93% +$2.28K ﹤0.01% 1553
2022
Q1 		$3K Sell
43
-71
-62% -$4.04K ﹤0.01% 1849
2021
Q4 		$7K Sell
114
-119
-51% -$6.59K ﹤0.01% 1403
2021
Q3 		$12K Buy
233
+79
+51% +$4.94K ﹤0.01% 925
2021
Q2 		$10K Sell
154
-101
-40% -$7.04K ﹤0.01% 1059
2021
Q1 		$18K Buy
255
+101
+66% +$7.05K ﹤0.01% 781
2020
Q4 		$11K Sell
154
-16
-9% -$1.02K ﹤0.01% 866
2020
Q3 		$10K Buy
170
+16
+10% +$988 ﹤0.01% 837
2020
Q2 		$9K Buy
154
+47
+44% +$2.58K ﹤0.01% 878
2020
Q1 		$5K Buy
107
+20
+23% +$1.52K ﹤0.01% 1002
2019
Q4 		$7K Hold
87
– – ﹤0.01% 1019
2019
Q3 		$7K Buy
87
+32
+58% +$2.6K ﹤0.01% 995
2019
Q2 		$4K Hold
55
– – ﹤0.01% 1110
2019
Q1 		$4K Hold
55
– – ﹤0.01% 1127
2018
Q4 		$4K Buy
+55
New +$4.14K ﹤0.01% 1072

Other funds holding NHI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Lindbrook Capital's NHI Position: Q1 2025 in Review

Lindbrook Capital held its National Health Investors (NHI) position steady in Q1 2025 at 33 shares worth $2.44K. The position accounts for ﹤0.01% of the portfolio, ranked #2223.

Lindbrook Capital first reported a position in NHI in Q4 2018 and has held it in 26 quarters since. The position peaked at $18K in Q1 2021. 285 funds tracked by Wall St. Rank hold NHI as of Q1 2025.

  • Lindbrook Capital held 33 shares of National Health Investors worth $2.44K as of Q1 2025.
  • Lindbrook Capital left its National Health Investors share count unchanged in Q1 2025.
  • National Health Investors made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #2223 holding.
  • Lindbrook Capital first reported a position in National Health Investors in Q4 2018 and has held it in 26 quarters since.
  • Lindbrook Capital's National Health Investors position peaked at $18K in Q1 2021.
  • 285 funds tracked by Wall St. Rank held National Health Investors as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.