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Ranch Capital Advisors’s National Health Investors NHI Stock Holding History

Ranch Capital 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
2021
Q4 		– Sell
-635
Closed -$34K – 413
2021
Q3 		$34K Hold
635
– – 0.02% 310
2021
Q2 		$42K Hold
635
– – 0.03% 344
2021
Q1 		$45K Sell
635
-170
-21% -$11.9K 0.03% 317
2020
Q4 		$55K Hold
805
– – 0.04% 276
2020
Q3 		$48K Sell
805
-1,500
-65% -$92.6K 0.04% 293
2020
Q2 		$152K Hold
2,305
– – 0.12% 163
2020
Q1 		$114K Sell
2,305
-210
-8% -$15.9K 0.11% 172
2019
Q4 		$205K Hold
2,515
– – 0.17% 134
2019
Q3 		$207K Buy
+2,515
New +$205K 0.22% 134

Other funds holding NHI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.81B AUM 16.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Ranch Capital Advisors's NHI Position: Q4 2021 in Review

Ranch Capital Advisors sold out of National Health Investors (NHI) in Q4 2021, closing a stake of 635 shares — an estimated $34K sold.

Ranch Capital Advisors first reported a position in NHI in Q3 2019 and held it in 9 quarters. The position peaked at $207K in Q3 2019. 228 funds tracked by Wall St. Rank hold NHI as of Q4 2021.

  • Ranch Capital Advisors reported no remaining National Health Investors position as of Q4 2021 after selling out during the quarter.
  • Ranch Capital Advisors sold 635 National Health Investors shares in Q4 2021, an estimated $34K.
  • Ranch Capital Advisors first reported a position in National Health Investors in Q3 2019 and held it in 9 quarters.
  • Ranch Capital Advisors's National Health Investors position peaked at $207K in Q3 2019.
  • 228 funds tracked by Wall St. Rank held National Health Investors as of Q4 2021.

Based on Ranch Capital Advisors's 13F filing for Q4 2021, filed 8 Feb 2022.