Martingale Asset Management’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 | $778K | Hold |
9,618
| – | – | 0.02% | 556 |
|
|
2025
Q4 | $735K | Hold |
9,618
| – | – | 0.02% | 528 |
|
|
2025
Q3 | $765K | Sell |
9,618
-20
| -0.2% | -$1.5K | 0.02% | 545 |
|
|
2025
Q2 | $676K | Sell |
9,638
-2,910
| -23% | -$213K | 0.02% | 558 |
|
|
2025
Q1 | $927K | Sell |
12,548
-7,300
| -37% | -$515K | 0.02% | 482 |
|
|
2024
Q4 | $1.38M | Sell |
19,848
-3,000
| -13% | -$228K | 0.03% | 401 |
|
|
2024
Q3 | $1.92M | Buy |
+22,848
| New | +$1.76M | 0.04% | 324 |
|
|
2021
Q2 | – | Sell |
-7,907
| Closed | -$572K | – | 876 |
|
|
2021
Q1 | $572K | Sell |
7,907
-2,700
| -25% | -$188K | 0.01% | 574 |
|
|
2020
Q4 | $734K | Sell |
10,607
-193
| -2% | -$12.3K | 0.01% | 527 |
|
|
2020
Q3 | $651K | Sell |
10,800
-8,802
| -45% | -$543K | 0.01% | 747 |
|
|
2020
Q2 | $1.19M | Sell |
19,602
-59,204
| -75% | -$3.25M | 0.01% | 685 |
|
|
2020
Q1 | $3.9M | Buy |
78,806
+16,100
| +26% | +$1.22M | 0.05% | 349 |
|
|
2019
Q4 | $5.11M | Hold |
62,706
| – | – | 0.05% | 380 |
|
|
2019
Q3 | $5.17M | Buy |
62,706
+1,600
| +3% | +$130K | 0.05% | 375 |
|
|
2019
Q2 | $4.77M | Buy |
61,106
+1,100
| +2% | +$85.5K | 0.05% | 388 |
|
|
2019
Q1 | $4.71M | Sell |
60,006
-15,209
| -20% | -$1.21M | 0.05% | 378 |
|
|
2018
Q4 | $5.68M | Hold |
75,215
| – | – | 0.08% | 283 |
|
|
2018
Q3 | $5.69M | Buy |
75,215
+2,501
| +3% | +$191K | 0.07% | 292 |
|
|
2018
Q2 | $5.36M | Sell |
72,714
-3,100
| -4% | -$219K | 0.07% | 303 |
|
|
2018
Q1 | $5.1M | Buy |
75,814
+6,701
| +10% | +$458K | 0.07% | 290 |
|
|
2017
Q4 | $5.21M | Buy |
69,113
+8,309
| +14% | +$645K | 0.07% | 287 |
|
|
2017
Q3 | $4.7M | Buy |
60,804
+10,201
| +20% | +$798K | 0.06% | 324 |
|
|
2017
Q2 | $4.01M | Hold |
50,603
| – | – | 0.06% | 346 |
|
|
2017
Q1 | $3.68M | Sell |
50,603
-4,000
| -7% | -$293K | 0.05% | 370 |
|
|
2016
Q4 | $4.05M | Buy |
54,603
+4,603
| +9% | +$338K | 0.06% | 365 |
|
|
2016
Q3 | $3.92M | Buy |
+50,000
| New | +$3.93M | 0.06% | 340 |
|
|
2015
Q3 | – | Sell |
-8,107
| Closed | -$506K | – | 866 |
|
|
2015
Q2 | $506K | Hold |
8,107
| – | – | 0.01% | 689 |
|
|
2015
Q1 | $576K | Sell |
8,107
-7,500
| -48% | -$541K | 0.01% | 674 |
|
|
2014
Q4 | $1.09M | Sell |
15,607
-1,300
| -8% | -$84.5K | 0.03% | 495 |
|
|
2014
Q3 | $967K | Sell |
16,907
-200
| -1% | -$12.4K | 0.03% | 503 |
|
|
2014
Q2 | $1.07M | Buy |
17,107
+1,703
| +11% | +$105K | 0.03% | 497 |
|
|
2014
Q1 | $932K | Hold |
15,404
| – | – | 0.03% | 518 |
|
|
2013
Q4 | $865K | Buy |
15,404
+1,898
| +14% | +$113K | 0.03% | 597 |
|
|
2013
Q3 | $769K | Hold |
13,506
| – | – | 0.03% | 630 |
|
|
2013
Q2 | $809K | Buy |
+13,506
| New | +$875K | 0.03% | 588 |
|
Other funds holding NHI
VPM
VCM
NAMI