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Next Financial Group’s National Health Investors NHI Stock Holding History

Next Financial Group’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
2019
Q1 		– Sell
-56
Closed -$4K – 1955
2018
Q4 		$4K Sell
56
-41
-42% -$3.09K ﹤0.01% 1610
2018
Q3 		$7K Buy
+97
New +$7.41K ﹤0.01% 1097
2017
Q4 		– Sell
-1,019
Closed -$79K – 993
2017
Q3 		$79K Sell
1,019
-58
-5% -$4.54K 0.02% 564
2017
Q2 		$85K Sell
1,077
-75
-7% -$5.67K 0.02% 594
2017
Q1 		$84K Sell
1,152
-26
-2% -$1.91K 0.02% 550
2016
Q4 		$87K Sell
1,178
-52
-4% -$3.82K 0.02% 734
2016
Q3 		$97K Buy
1,230
+6
+0.5% +$472 0.02% 679
2016
Q2 		$91K Sell
1,224
-18
-1% -$1.25K 0.03% 479
2016
Q1 		$82K Sell
1,242
-61
-5% -$3.77K 0.03% 477
2015
Q4 		$79K Sell
1,303
-25
-2% -$1.49K 0.03% 499
2015
Q3 		$76K Sell
1,328
-23
-2% -$1.39K 0.03% 516
2015
Q2 		$84K Sell
1,351
-94
-7% -$6.29K 0.03% 518
2015
Q1 		$102K Sell
1,445
-368
-20% -$26.6K 0.03% 464
2014
Q4 		$127K Sell
1,813
-8,394
-82% -$545K 0.04% 389
2014
Q3 		$583K Buy
+10,207
New +$633K 0.12% 195

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Next Financial Group's NHI Position: Q1 2019 in Review

Next Financial Group sold out of National Health Investors (NHI) in Q1 2019, closing a stake of 56 shares — an estimated $4K sold.

Next Financial Group first reported a position in NHI in Q3 2014 and held it in 15 quarters. The position peaked at $583K in Q3 2014. 245 funds tracked by Wall St. Rank hold NHI as of Q1 2019.

  • Next Financial Group reported no remaining National Health Investors position as of Q1 2019 after selling out during the quarter.
  • Next Financial Group sold 56 National Health Investors shares in Q1 2019, an estimated $4K.
  • Next Financial Group first reported a position in National Health Investors in Q3 2014 and held it in 15 quarters.
  • Next Financial Group's National Health Investors position peaked at $583K in Q3 2014.
  • 245 funds tracked by Wall St. Rank held National Health Investors as of Q1 2019.

Based on Next Financial Group's 13F filing for Q1 2019, filed 16 Jul 2019.