LPL Financial’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 | $2.47M | Sell |
30,510
-1,240
| -4% | -$103K | ﹤0.01% | 3300 |
|
|
2025
Q4 | $2.42M | Buy |
31,750
+1,670
| +6% | +$128K | ﹤0.01% | 3213 |
|
|
2025
Q3 | $2.39M | Sell |
30,080
-1,657
| -5% | -$124K | ﹤0.01% | 3157 |
|
|
2025
Q2 | $2.23M | Buy |
31,737
+7,489
| +31% | +$549K | ﹤0.01% | 3023 |
|
|
2025
Q1 | $1.79M | Buy |
24,248
+1,406
| +6% | +$99.2K | ﹤0.01% | 3048 |
|
|
2024
Q4 | $1.58M | Buy |
22,842
+449
| +2% | +$34.1K | ﹤0.01% | 3089 |
|
|
2024
Q3 | $1.88M | Sell |
22,393
-326
| -1% | -$25.1K | ﹤0.01% | 2798 |
|
|
2024
Q2 | $1.54M | Buy |
22,719
+3,798
| +20% | +$244K | ﹤0.01% | 2845 |
|
|
2024
Q1 | $1.19M | Buy |
18,921
+3,797
| +25% | +$214K | ﹤0.01% | 3024 |
|
|
2023
Q4 | $845K | Buy |
15,124
+3,837
| +34% | +$203K | ﹤0.01% | 3190 |
|
|
2023
Q3 | $580K | Buy |
11,287
+710
| +7% | +$37.1K | ﹤0.01% | 3356 |
|
|
2023
Q2 | $554K | Buy |
10,577
+1,461
| +16% | +$75.3K | ﹤0.01% | 3350 |
|
|
2023
Q1 | $470K | Sell |
9,116
-68
| -0.7% | -$3.71K | ﹤0.01% | 3386 |
|
|
2022
Q4 | $480K | Buy |
9,184
+129
| +1% | +$7.07K | ﹤0.01% | 3279 |
|
|
2022
Q3 | $512K | Sell |
9,055
-186
| -2% | -$11.7K | ﹤0.01% | 3130 |
|
|
2022
Q2 | $560K | Buy |
9,241
+115
| +1% | +$6.55K | ﹤0.01% | 3112 |
|
|
2022
Q1 | $539K | Buy |
9,126
+884
| +11% | +$50.3K | ﹤0.01% | 3140 |
|
|
2021
Q4 | $474K | Buy |
8,242
+1,589
| +24% | +$87.9K | ﹤0.01% | 3323 |
|
|
2021
Q3 | $356K | Sell |
6,653
-5,244
| -44% | -$328K | ﹤0.01% | 3510 |
|
|
2021
Q2 | $798K | Sell |
11,897
-6,410
| -35% | -$447K | ﹤0.01% | 2757 |
|
|
2021
Q1 | $1.32M | Buy |
18,307
+2,779
| +18% | +$194K | ﹤0.01% | 2161 |
|
|
2020
Q4 | $1.07M | Buy |
15,528
+10,498
| +209% | +$667K | ﹤0.01% | 2122 |
|
|
2020
Q3 | $303K | Buy |
5,030
+75
| +2% | +$4.63K | ﹤0.01% | 2903 |
|
|
2020
Q2 | $301K | Sell |
4,955
-542
| -10% | -$29.8K | ﹤0.01% | 2829 |
|
|
2020
Q1 | $272K | Sell |
5,497
-5,666
| -51% | -$430K | ﹤0.01% | 2571 |
|
|
2019
Q4 | $910K | Buy |
11,163
+1,309
| +13% | +$107K | ﹤0.01% | 1912 |
|
|
2019
Q3 | $812K | Buy |
9,854
+6,700
| +212% | +$545K | ﹤0.01% | 1878 |
|
|
2019
Q2 | $246K | Buy |
3,154
+96
| +3% | +$7.46K | ﹤0.01% | 2868 |
|
|
2019
Q1 | $240K | Sell |
3,058
-220
| -7% | -$17.5K | ﹤0.01% | 2814 |
|
|
2018
Q4 | $248K | Sell |
3,278
-408
| -11% | -$30.7K | ﹤0.01% | 2622 |
|
|
2018
Q3 | $279K | Buy |
3,686
+657
| +22% | +$50.2K | ﹤0.01% | 2760 |
|
|
2018
Q2 | $223K | Sell |
3,029
-1,576
| -34% | -$111K | ﹤0.01% | 2902 |
|
|
2018
Q1 | $310K | Sell |
4,605
-404
| -8% | -$27.6K | ﹤0.01% | 2579 |
|
|
2017
Q4 | $378K | Buy |
5,009
+1,575
| +46% | +$122K | ﹤0.01% | 2295 |
|
|
2017
Q3 | $265K | Sell |
3,434
-2,093
| -38% | -$164K | ﹤0.01% | 2466 |
|
|
2017
Q2 | $438K | Buy |
+5,527
| New | +$418K | ﹤0.01% | 1981 |
|
|
2016
Q2 | – | Sell |
-3,168
| Closed | -$210K | – | 2858 |
|
|
2016
Q1 | $210K | Buy |
+3,168
| New | +$196K | ﹤0.01% | 2764 |
|
|
2014
Q2 | – | Sell |
-3,362
| Closed | -$203K | – | 2728 |
|
|
2014
Q1 | $203K | Sell |
3,362
-702
| -17% | -$42.6K | ﹤0.01% | 2432 |
|
|
2013
Q4 | $228K | Sell |
4,064
-605
| -13% | -$36K | ﹤0.01% | 2339 |
|
|
2013
Q3 | $281K | Sell |
4,669
-1,351
| -22% | -$80.6K | ﹤0.01% | 2058 |
|
|
2013
Q2 | $360K | Buy |
+6,020
| New | +$390K | ﹤0.01% | 1773 |
|
Other funds holding NHI
VPM
VCM
NAMI