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Retirement Group’s National Health Investors NHI Stock Holding History

Retirement Group’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
Q1 		$53.4K Hold
850
– – 0.02% 227
2023
Q4 		$47.5K Hold
850
– – 0.02% 228
2023
Q3 		$43.7K Hold
850
– – 0.02% 220
2023
Q2 		$44.6K Hold
850
– – 0.02% 216
2023
Q1 		$44K Buy
+850
New +$46.4K 0.02% 207

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Retirement Group's NHI Position: Q1 2024 in Review

Retirement Group held its National Health Investors (NHI) position steady in Q1 2024 at 850 shares worth $53.4K. The position accounts for 0.02% of the portfolio, ranked #227.

Retirement Group first reported a position in NHI in Q1 2023 and has held it in 5 quarters since. 221 funds tracked by Wall St. Rank hold NHI as of Q1 2024.

  • Retirement Group held 850 shares of National Health Investors worth $53.4K as of Q1 2024.
  • Retirement Group left its National Health Investors share count unchanged in Q1 2024.
  • National Health Investors made up 0.02% of Retirement Group's portfolio in Q1 2024, its #227 holding.
  • Retirement Group first reported a position in National Health Investors in Q1 2023 and has held it in 5 quarters since.
  • 221 funds tracked by Wall St. Rank held National Health Investors as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.