Sittner & Nelson’s National Health Investors NHI Stock Holding History

Sittner & Nelson’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	-1,300	Closed	-$67.1K	–	509
2023 Q1	$67.1K	Hold	1,300	–	–	0.04%	194
2022 Q4	$67.9K	Hold	1,300	–	–	0.04%	194
2022 Q3	$73K	Hold	1,300	–	–	0.05%	177
2022 Q2	$79K	Hold	1,300	–	–	0.05%	174
2022 Q1	$77K	Hold	1,300	–	–	0.04%	174
2021 Q4	$75K	Buy	+1,300	New	+$71.9K	0.04%	171

Other funds holding NHI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Sittner & Nelson's NHI Position: Q2 2023 in Review

Sittner & Nelson sold out of National Health Investors (NHI) in Q2 2023, closing a stake of 1,300 shares — an estimated $67.1K sold.

Sittner & Nelson first reported a position in NHI in Q4 2021 and held it in 6 quarters. The position peaked at $79K in Q2 2022. 211 funds tracked by Wall St. Rank hold NHI as of Q2 2023.

Sittner & Nelson reported no remaining National Health Investors position as of Q2 2023 after selling out during the quarter.
Sittner & Nelson sold 1,300 National Health Investors shares in Q2 2023, an estimated $67.1K.
Sittner & Nelson first reported a position in National Health Investors in Q4 2021 and held it in 6 quarters.
Sittner & Nelson's National Health Investors position peaked at $79K in Q2 2022.
211 funds tracked by Wall St. Rank held National Health Investors as of Q2 2023.

Based on Sittner & Nelson's 13F filing for Q2 2023, filed 14 Aug 2023.