Mackenzie 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 | – | Sell |
-3,164
| Closed | -$245K | – | 1645 |
|
|
2025
Q4 | $245K | Sell |
3,164
-37
| -1% | -$2.84K | ﹤0.01% | 1458 |
|
|
2025
Q3 | $254K | Buy |
3,201
+200
| +7% | +$15K | ﹤0.01% | 1469 |
|
|
2025
Q2 | $210K | Buy |
3,001
+97
| +3% | +$7.11K | ﹤0.01% | 1536 |
|
|
2025
Q1 | $214K | Buy |
2,904
+9
| +0.3% | +$635 | ﹤0.01% | 1492 |
|
|
2024
Q4 | $201K | Sell |
2,895
-3
| -0.1% | -$228 | ﹤0.01% | 1566 |
|
|
2024
Q3 | $244K | Buy |
+2,898
| New | +$223K | ﹤0.01% | 1281 |
|
|
2023
Q1 | – | Sell |
-4,692
| Closed | -$245K | – | 1583 |
|
|
2022
Q4 | $245K | Buy |
+4,692
| New | +$257K | ﹤0.01% | 1156 |
|
|
2022
Q3 | – | Sell |
-3,315
| Closed | -$201K | – | 1495 |
|
|
2022
Q2 | $201K | Buy |
+3,315
| New | +$189K | ﹤0.01% | 1288 |
|
|
2022
Q1 | – | Sell |
-6,604
| Closed | -$380K | – | 1472 |
|
|
2021
Q4 | $380K | Sell |
6,604
-215
| -3% | -$11.9K | ﹤0.01% | 1061 |
|
|
2021
Q3 | $365K | Buy |
6,819
+977
| +17% | +$61K | ﹤0.01% | 1062 |
|
|
2021
Q2 | $392K | Buy |
5,842
+1,895
| +48% | +$132K | ﹤0.01% | 1021 |
|
|
2021
Q1 | $285K | Buy |
+3,947
| New | +$275K | ﹤0.01% | 1021 |
|
|
2020
Q1 | – | Sell |
-97,300
| Closed | -$7.93M | – | 1139 |
|
|
2019
Q4 | $7.93M | Hold |
97,300
| – | – | 0.02% | 365 |
|
|
2019
Q3 | $8.02M | Hold |
97,300
| – | – | 0.02% | 358 |
|
|
2019
Q2 | $7.59M | Hold |
97,300
| – | – | 0.02% | 359 |
|
|
2019
Q1 | $7.64M | Sell |
97,300
-7,500
| -7% | -$596K | 0.02% | 421 |
|
|
2018
Q4 | $7.92M | Hold |
104,800
| – | – | 0.02% | 415 |
|
|
2018
Q3 | $7.92M | Buy |
+104,800
| New | +$8M | 0.02% | 387 |
|
|
2017
Q3 | – | Sell |
-9,607
| Closed | -$761K | – | 661 |
|
|
2017
Q2 | $761K | Buy |
9,607
+1,868
| +24% | +$141K | ﹤0.01% | 474 |
|
|
2017
Q1 | $562K | Buy |
7,739
+3,185
| +70% | +$234K | ﹤0.01% | 515 |
|
|
2016
Q4 | $338K | Hold |
4,554
| – | – | ﹤0.01% | 548 |
|
|
2016
Q3 | $357K | Hold |
4,554
| – | – | ﹤0.01% | 544 |
|
|
2016
Q2 | $342K | Buy |
4,554
+1,154
| +34% | +$80.1K | ﹤0.01% | 812 |
|
|
2016
Q1 | $226K | Hold |
3,400
| – | – | ﹤0.01% | 763 |
|
|
2015
Q4 | $207K | Buy |
+3,400
| New | +$203K | ﹤0.01% | 783 |
|
Other funds holding NHI
VPM
VCM
NAMI