Pathway Financial Advisers’s National Health Investors NHI Stock Holding History

Pathway Financial Advisers’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
2025 Q1	–	Sell	-87	Closed	-$6.03K	–	327
2024 Q4	$6.03K	Buy	87 +1	+1%	+$76	﹤0.01%	388
2024 Q3	$7.23K	Buy	86 +1	+1%	+$77	﹤0.01%	314
2024 Q2	$5.75K	Buy	85 +2	+2%	+$128	﹤0.01%	380
2024 Q1	$5.26K	Buy	83 +1	+1%	+$56	﹤0.01%	394
2023 Q4	$4.6K	Buy	82 +1	+1%	+$53	﹤0.01%	418
2023 Q3	$4.16K	Buy	+81	New	+$4.24K	﹤0.01%	426
2023 Q1	$6.09K	Sell	118 -68	-37%	-$3.71K	﹤0.01%	427
2022 Q4	$9.72K	Buy	+186	New	+$10.2K	﹤0.01%	429

Other funds holding NHI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Pathway Financial Advisers's NHI Position: Q1 2025 in Review

Pathway Financial Advisers sold out of National Health Investors (NHI) in Q1 2025, closing a stake of 87 shares — an estimated $6.03K sold.

Pathway Financial Advisers first reported a position in NHI in Q4 2022 and held it in 8 quarters. The position peaked at $9.72K in Q4 2022. 285 funds tracked by Wall St. Rank hold NHI as of Q1 2025.

Pathway Financial Advisers reported no remaining National Health Investors position as of Q1 2025 after selling out during the quarter.
Pathway Financial Advisers sold 87 National Health Investors shares in Q1 2025, an estimated $6.03K.
Pathway Financial Advisers first reported a position in National Health Investors in Q4 2022 and held it in 8 quarters.
Pathway Financial Advisers's National Health Investors position peaked at $9.72K in Q4 2022.
285 funds tracked by Wall St. Rank held National Health Investors as of Q1 2025.

Based on Pathway Financial Advisers's 13F filing for Q1 2025, filed 9 May 2025.