Simplex Trading
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Simplex Trading’s National Health Investors NHI Stock Holding History

Simplex Trading’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
2025
Q3 		– Sell
-1,854
Closed -$139K – 9714
2025
Q2 		$130K Buy
+1,854
New +$136K ﹤0.01% 4971
2023
Q3 		– Sell
-15
Closed -$785 – 9435
2023
Q2 		$0 Sell
15
-178
-92% -$9.17K ﹤0.01% 9596
2023
Q1 		$9K Sell
193
-586
-75% -$32K ﹤0.01% 7631
2022
Q4 		$40K Buy
779
+133
+21% +$7.29K ﹤0.01% 6153
2022
Q3 		$36K Sell
646
-1,158
-64% -$73K ﹤0.01% 6861
2022
Q2 		$109K Buy
+1,804
New +$103K ﹤0.01% 5471
2021
Q4 		– Sell
-3,321
Closed -$184K – 11088
2021
Q3 		$222K Hold
3,321
– – ﹤0.01% 5431
2021
Q2 		$222K Buy
+3,321
New +$232K ﹤0.01% 5524
2020
Q2 		– Sell
-1,597
Closed -$87.7K – 8095
2020
Q1 		$79K Buy
+1,597
New +$121K ﹤0.01% 4616
2019
Q4 		– Sell
-5,620
Closed -$460K – 7737
2019
Q3 		$463K Sell
5,620
-298
-5% -$24.2K ﹤0.01% 2699
2019
Q2 		$461K Buy
5,918
+4,533
+327% +$352K ﹤0.01% 2638
2019
Q1 		$108K Sell
1,385
-915
-40% -$72.7K ﹤0.01% 4267
2018
Q4 		$173K Buy
+2,300
New +$173K ﹤0.01% 3303
2018
Q2 		– Sell
-6,434
Closed -$455K – 7720
2018
Q1 		$432K Buy
6,434
+623
+11% +$42.6K 0.02% 786
2017
Q4 		$438K Buy
+5,811
New +$451K 0.02% 778
2016
Q3 		– Sell
-1,097
Closed -$86.3K – 6237
2016
Q2 		$82K Buy
+1,097
New +$76.1K 0.01% 1632

Other funds holding NHI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

Simplex Trading's NHI Position: Q3 2025 in Review

Simplex Trading sold out of National Health Investors (NHI) in Q3 2025, closing a stake of 1,854 shares — an estimated $139K sold.

Simplex Trading first reported a position in NHI in Q2 2016 and held it in 16 quarters. The position peaked at $463K in Q3 2019. 284 funds tracked by Wall St. Rank hold NHI as of Q3 2025.

  • Simplex Trading reported no remaining National Health Investors position as of Q3 2025 after selling out during the quarter.
  • Simplex Trading sold 1,854 National Health Investors shares in Q3 2025, an estimated $139K.
  • Simplex Trading first reported a position in National Health Investors in Q2 2016 and held it in 16 quarters.
  • Simplex Trading's National Health Investors position peaked at $463K in Q3 2019.
  • 284 funds tracked by Wall St. Rank held National Health Investors as of Q3 2025.

Based on Simplex Trading's 13F filing for Q3 2025, filed 12 Nov 2025.