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Raymond James Financial Services Advisors’s National Health Investors NHI Stock Holding History

Raymond James Financial Services 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
2024
Q3 		$2.18M Sell
25,993
-12
-0% -$925 ﹤0.01% 1686
2024
Q2 		$1.76M Sell
26,005
-150
-0.6% -$9.62K ﹤0.01% 1744
2024
Q1 		$1.64M Sell
26,155
-4,816
-16% -$272K ﹤0.01% 1745
2023
Q4 		$1.73M Buy
30,971
+3,907
+14% +$207K ﹤0.01% 1652
2023
Q3 		$1.39M Sell
27,064
-1,492
-5% -$78K ﹤0.01% 1724
2023
Q2 		$1.5M Sell
28,556
-5,215
-15% -$269K ﹤0.01% 1691
2023
Q1 		$1.74M Sell
33,771
-10,125
-23% -$552K ﹤0.01% 1565
2022
Q4 		$2.29M Buy
43,896
+37,569
+594% +$2.06M ﹤0.01% 1365
2022
Q3 		$358K Buy
6,327
+286
+5% +$18K ﹤0.01% 2471
2022
Q2 		$366K Sell
6,041
-765
-11% -$43.5K ﹤0.01% 2457
2022
Q1 		$402K Buy
6,806
+368
+6% +$20.9K ﹤0.01% 2507
2021
Q4 		$370K Sell
6,438
-859
-12% -$47.5K ﹤0.01% 2562
2021
Q3 		$390K Buy
7,297
+549
+8% +$34.3K ﹤0.01% 2521
2021
Q2 		$452K Buy
6,748
+197
+3% +$13.7K ﹤0.01% 2434
2021
Q1 		$473K Buy
6,551
+599
+10% +$41.8K ﹤0.01% 2325
2020
Q4 		$412K Buy
5,952
+1,088
+22% +$69.2K ﹤0.01% 2261
2020
Q3 		$293K Buy
4,864
+62
+1% +$3.83K ﹤0.01% 2299
2020
Q2 		$292K Sell
4,802
-1,864
-28% -$102K ﹤0.01% 2248
2020
Q1 		$330K Sell
6,666
-432
-6% -$32.8K ﹤0.01% 1798
2019
Q4 		$578K Sell
7,098
-864
-11% -$70.7K ﹤0.01% 1873
2019
Q3 		$656K Sell
7,962
-3,587
-31% -$292K ﹤0.01% 1731
2019
Q2 		$901K Buy
11,549
+1,507
+15% +$117K ﹤0.01% 1561
2019
Q1 		$789K Buy
10,042
+95
+1% +$7.55K ﹤0.01% 1598
2018
Q4 		$751K Sell
9,947
-807
-8% -$60.8K ﹤0.01% 1418
2018
Q3 		$813K Sell
10,754
-85
-0.8% -$6.49K ﹤0.01% 1591
2018
Q2 		$799K Buy
10,839
+104
+1% +$7.35K ﹤0.01% 1569
2018
Q1 		$722K Buy
10,735
+560
+6% +$38.3K ﹤0.01% 1512
2017
Q4 		$767K Sell
10,175
-1,938
-16% -$150K ﹤0.01% 1463
2017
Q3 		$936K Sell
12,113
-409
-3% -$32K 0.01% 1355
2017
Q2 		$992K Buy
12,522
+1,648
+15% +$125K 0.01% 1270
2017
Q1 		$790K Sell
10,874
-17,700
-62% -$1.3M 0.01% 1316
2016
Q4 		$2.12M Sell
28,574
-1,270
-4% -$93.2K 0.02% 755
2016
Q3 		$2.34M Sell
29,844
-6,244
-17% -$491K 0.02% 699
2016
Q2 		$2.71M Buy
+36,088
New +$2.5M 0.03% 598
2016
Q1 		– Sell
-30,622
Closed -$1.86M – 2130
2015
Q4 		$1.86M Buy
30,622
+11,349
+59% +$677K 0.02% 671
2015
Q3 		$1.11M Buy
+19,273
New +$1.16M 0.02% 742
2013
Q3 		– Sell
-11,788
Closed -$706K – 788
2013
Q2 		$706K Buy
+11,788
New +$763K 0.02% 735

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return

Raymond James Financial Services Advisors's NHI Position: Q3 2024 in Review

Raymond James Financial Services Advisors reduced its National Health Investors (NHI) stake by 0.05% in Q3 2024, selling an estimated $925 and leaving 25,993 shares worth $2.18M. The position accounts for ﹤0.01% of the portfolio, ranked #1686.

Raymond James Financial Services Advisors first reported a position in NHI in Q2 2013 and has held it in 37 quarters since. The position peaked at $2.71M in Q2 2016. 283 funds tracked by Wall St. Rank hold NHI as of Q3 2024.

  • Raymond James Financial Services Advisors held 25,993 shares of National Health Investors worth $2.18M as of Q3 2024.
  • Raymond James Financial Services Advisors sold 12 National Health Investors shares in Q3 2024, an estimated $925.
  • National Health Investors made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #1686 holding.
  • Raymond James Financial Services Advisors first reported a position in National Health Investors in Q2 2013 and has held it in 37 quarters since.
  • Raymond James Financial Services Advisors's National Health Investors position peaked at $2.71M in Q2 2016.
  • 283 funds tracked by Wall St. Rank held National Health Investors as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.