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PFG Investments’s National Health Investors NHI Stock Holding History

PFG Investments’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
2023
Q4 		– Sell
-13,968
Closed -$717K – 519
2023
Q3 		$717K Sell
13,968
-1,907
-12% -$99.8K 0.13% 167
2023
Q2 		$832K Sell
15,875
-6,507
-29% -$335K 0.15% 150
2023
Q1 		$1.15M Buy
+22,382
New +$1.22M 0.23% 91

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

PFG Investments's NHI Position: Q4 2023 in Review

PFG Investments sold out of National Health Investors (NHI) in Q4 2023, closing a stake of 13,968 shares — an estimated $717K sold.

PFG Investments first reported a position in NHI in Q1 2023 and held it in 3 quarters. The position peaked at $1.15M in Q1 2023. 211 funds tracked by Wall St. Rank hold NHI as of Q4 2023.

  • PFG Investments reported no remaining National Health Investors position as of Q4 2023 after selling out during the quarter.
  • PFG Investments sold 13,968 National Health Investors shares in Q4 2023, an estimated $717K.
  • PFG Investments first reported a position in National Health Investors in Q1 2023 and held it in 3 quarters.
  • PFG Investments's National Health Investors position peaked at $1.15M in Q1 2023.
  • 211 funds tracked by Wall St. Rank held National Health Investors as of Q4 2023.

Based on PFG Investments's 13F filing for Q4 2023, filed 17 Jan 2024.