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PTC
Private Trust Company’s
National Health Investors
NHI
Stock Holding History
Private Trust Company’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
-60
Closed
-$3.08K
–
2385
2023
Q3
$3.08K
Hold
60
–
–
﹤0.01%
2034
2023
Q2
$3.15K
Hold
60
–
–
﹤0.01%
2009
2023
Q1
$3.1K
Hold
60
–
–
﹤0.01%
1993
2022
Q4
$3K
Hold
60
–
–
﹤0.01%
1944
2022
Q3
$3K
Hold
60
–
–
﹤0.01%
1813
2022
Q2
$4K
Buy
+60
New
+$3.42K
﹤0.01%
1816
2014
Q4
–
Sell
-50
Closed
-$3K
–
867
2014
Q3
$3K
Hold
50
–
–
﹤0.01%
1482
2014
Q2
$3K
Sell
50
-92
-65%
-$5.67K
﹤0.01%
1488
2014
Q1
$9K
Hold
142
–
–
﹤0.01%
1017
2013
Q4
$8K
Hold
142
–
–
﹤0.01%
1033
2013
Q3
$8K
Hold
142
–
–
﹤0.01%
998
2013
Q2
$9K
Buy
+142
New
+$9.2K
﹤0.01%
887
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$6.9T AUM
27.45%
1-Year Est. Return
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$5.7T AUM
30.48%
1-Year Est. Return
State Street
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$2.9T AUM
29.55%
1-Year Est. Return
Principal Financial Group
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$187B AUM
18.48%
1-Year Est. Return
Macquarie Group
Sydney, NSW 2000, Australia
$16.8B AUM
27.39%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
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
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
Bank of New York Mellon
New York
$544B AUM
28.31%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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