MM
NHI icon

MQS Management’s National Health Investors NHI Stock Holding History

MQS 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
2024
Q4 		– Sell
-3,595
Closed -$302K – 257
2024
Q3 		$302K Buy
3,595
+2
+0.1% +$154 0.17% 260
2024
Q2 		$243K Buy
+3,593
New +$230K 0.15% 314
2023
Q1 		– Sell
-7,326
Closed -$383K – 530
2022
Q4 		$383K Buy
7,326
+2,395
+49% +$131K 0.26% 150
2022
Q3 		$279K Buy
+4,931
New +$311K 0.18% 250

Other funds holding NHI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

MQS Management's NHI Position: Q4 2024 in Review

MQS Management sold out of National Health Investors (NHI) in Q4 2024, closing a stake of 3,595 shares — an estimated $302K sold.

MQS Management first reported a position in NHI in Q3 2022 and held it in 4 quarters. The position peaked at $383K in Q4 2022. 277 funds tracked by Wall St. Rank hold NHI as of Q4 2024.

  • MQS Management reported no remaining National Health Investors position as of Q4 2024 after selling out during the quarter.
  • MQS Management sold 3,595 National Health Investors shares in Q4 2024, an estimated $302K.
  • MQS Management first reported a position in National Health Investors in Q3 2022 and held it in 4 quarters.
  • MQS Management's National Health Investors position peaked at $383K in Q4 2022.
  • 277 funds tracked by Wall St. Rank held National Health Investors as of Q4 2024.

Based on MQS Management's 13F filing for Q4 2024, filed 7 Feb 2025.