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Red Tortoise LLC’s National Health Investors NHI Stock Holding History

Red Tortoise LLC’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
Q2 		– Sell
-28
Closed -$1.44K – 599
2023
Q1 		$1.44K Hold
28
– – ﹤0.01% 499
2022
Q4 		$1.46K Buy
+28
New +$1.53K ﹤0.01% 527
2021
Q4 		– Sell
-28
Closed -$2K – 363
2021
Q3 		$2K Buy
+28
New +$1.75K ﹤0.01% 448

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Red Tortoise LLC's NHI Position: Q2 2023 in Review

Red Tortoise LLC sold out of National Health Investors (NHI) in Q2 2023, closing a stake of 28 shares — an estimated $1.44K sold.

Red Tortoise LLC first reported a position in NHI in Q3 2021 and held it in 3 quarters. The position peaked at $2K in Q3 2021. 211 funds tracked by Wall St. Rank hold NHI as of Q2 2023.

  • Red Tortoise LLC reported no remaining National Health Investors position as of Q2 2023 after selling out during the quarter.
  • Red Tortoise LLC sold 28 National Health Investors shares in Q2 2023, an estimated $1.44K.
  • Red Tortoise LLC first reported a position in National Health Investors in Q3 2021 and held it in 3 quarters.
  • Red Tortoise LLC's National Health Investors position peaked at $2K in Q3 2021.
  • 211 funds tracked by Wall St. Rank held National Health Investors as of Q2 2023.

Based on Red Tortoise LLC's 13F filing for Q2 2023, filed 26 Jul 2023.