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

Regal 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
2015
Q1 		– Sell
-89
Closed -$6K – 1016
2014
Q4 		$6K Sell
89
-91
-51% -$5.91K ﹤0.01% 722
2014
Q3 		$10K Hold
180
– – ﹤0.01% 693
2014
Q2 		$11K Buy
180
+61
+51% +$3.76K ﹤0.01% 657
2014
Q1 		$7K Sell
119
-60
-34% -$3.64K ﹤0.01% 696
2013
Q4 		$10K Buy
179
+18
+11% +$1.07K 0.01% 594
2013
Q3 		$9K Buy
+161
New +$9.61K 0.01% 621

Other funds holding NHI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Regal Investment Advisors's NHI Position: Q1 2015 in Review

Regal Investment Advisors sold out of National Health Investors (NHI) in Q1 2015, closing a stake of 89 shares — an estimated $6K sold.

Regal Investment Advisors first reported a position in NHI in Q3 2013 and held it in 6 quarters. The position peaked at $11K in Q2 2014. 181 funds tracked by Wall St. Rank hold NHI as of Q1 2015.

  • Regal Investment Advisors reported no remaining National Health Investors position as of Q1 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 89 National Health Investors shares in Q1 2015, an estimated $6K.
  • Regal Investment Advisors first reported a position in National Health Investors in Q3 2013 and held it in 6 quarters.
  • Regal Investment Advisors's National Health Investors position peaked at $11K in Q2 2014.
  • 181 funds tracked by Wall St. Rank held National Health Investors as of Q1 2015.

Based on Regal Investment Advisors's 13F filing for Q1 2015, filed 30 Apr 2015.