PIA
NHI icon

Pinion Investment Advisors’s National Health Investors NHI Stock Holding History

Pinion Investment Advisors’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
-6,755
Closed -$347K – 164
2023
Q3 		$347K Buy
6,755
+754
+13% +$39.4K 0.23% 110
2023
Q2 		$315K Buy
+6,001
New +$309K 0.21% 119
2022
Q4 		– Sell
-4,474
Closed -$253K – 150
2022
Q3 		$253K Buy
+4,474
New +$282K 0.22% 128

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

Pinion Investment Advisors's NHI Position: Q4 2023 in Review

Pinion Investment Advisors sold out of National Health Investors (NHI) in Q4 2023, closing a stake of 6,755 shares — an estimated $347K sold.

Pinion Investment Advisors first reported a position in NHI in Q3 2022 and held it in 3 quarters. The position peaked at $347K in Q3 2023. 211 funds tracked by Wall St. Rank hold NHI as of Q4 2023.

  • Pinion Investment Advisors reported no remaining National Health Investors position as of Q4 2023 after selling out during the quarter.
  • Pinion Investment Advisors sold 6,755 National Health Investors shares in Q4 2023, an estimated $347K.
  • Pinion Investment Advisors first reported a position in National Health Investors in Q3 2022 and held it in 3 quarters.
  • Pinion Investment Advisors's National Health Investors position peaked at $347K in Q3 2023.
  • 211 funds tracked by Wall St. Rank held National Health Investors as of Q4 2023.

Based on Pinion Investment Advisors's 13F filing for Q4 2023, filed 25 Jan 2024.