Stephens Inc’s National Health Investors NHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $728K | Buy |
9,006
+233
| +3% | +$19.4K | 0.01% | 737 |
|
|
2025
Q4 | $670K | Buy |
8,773
+55
| +0.6% | +$4.22K | 0.01% | 748 |
|
|
2025
Q3 | $693K | Buy |
8,718
+56
| +0.6% | +$4.19K | 0.01% | 741 |
|
|
2025
Q2 | $607K | Buy |
8,662
+842
| +11% | +$61.7K | 0.01% | 772 |
|
|
2025
Q1 | $578K | Sell |
7,820
-276
| -3% | -$19.5K | 0.01% | 760 |
|
|
2024
Q4 | $561K | Sell |
8,096
-470
| -5% | -$35.7K | 0.01% | 793 |
|
|
2024
Q3 | $720K | Buy |
8,566
+945
| +12% | +$72.8K | 0.01% | 698 |
|
|
2024
Q2 | $516K | Buy |
7,621
+47
| +0.6% | +$3.01K | 0.01% | 780 |
|
|
2024
Q1 | $476K | Buy |
7,574
+1,176
| +18% | +$66.3K | 0.01% | 830 |
|
|
2023
Q4 | $357K | Buy |
6,398
+61
| +1% | +$3.23K | 0.01% | 866 |
|
|
2023
Q3 | $325K | Buy |
6,337
+53
| +0.8% | +$2.77K | 0.01% | 883 |
|
|
2023
Q2 | $329K | Buy |
6,284
+58
| +0.9% | +$2.99K | 0.01% | 886 |
|
|
2023
Q1 | $321K | Sell |
6,226
-151
| -2% | -$8.23K | 0.01% | 856 |
|
|
2022
Q4 | $333K | Sell |
6,377
-60
| -0.9% | -$3.29K | 0.01% | 831 |
|
|
2022
Q3 | $364K | Buy |
6,437
+757
| +13% | +$47.7K | 0.01% | 813 |
|
|
2022
Q2 | $344K | Buy |
5,680
+50
| +0.9% | +$2.85K | 0.01% | 866 |
|
|
2022
Q1 | $332K | Sell |
5,630
-69
| -1% | -$3.93K | 0.01% | 983 |
|
|
2021
Q4 | $328K | Sell |
5,699
-437
| -7% | -$24.2K | 0.01% | 1013 |
|
|
2021
Q3 | $328K | Buy |
6,136
+662
| +12% | +$41.4K | 0.01% | 1008 |
|
|
2021
Q2 | $367K | Sell |
5,474
-63
| -1% | -$4.39K | 0.01% | 970 |
|
|
2021
Q1 | $400K | Buy |
5,537
+74
| +1% | +$5.16K | 0.01% | 912 |
|
|
2020
Q4 | $378K | Buy |
5,463
+49
| +0.9% | +$3.12K | 0.01% | 857 |
|
|
2020
Q3 | $326K | Sell |
5,414
-18
| -0.3% | -$1.11K | 0.01% | 847 |
|
|
2020
Q2 | $330K | Buy |
5,432
+161
| +3% | +$8.85K | 0.01% | 812 |
|
|
2020
Q1 | $261K | Buy |
5,271
+11
| +0.2% | +$835 | 0.01% | 812 |
|
|
2019
Q4 | $429K | Buy |
5,260
+1,675
| +47% | +$137K | 0.01% | 767 |
|
|
2019
Q3 | $295K | Sell |
3,585
-300
| -8% | -$24.4K | 0.01% | 918 |
|
|
2019
Q2 | $303K | Hold |
3,885
| – | – | 0.01% | 921 |
|
|
2019
Q1 | $305K | Hold |
3,885
| – | – | 0.01% | 907 |
|
|
2018
Q4 | $293K | Buy |
3,885
+285
| +8% | +$21.5K | 0.01% | 859 |
|
|
2018
Q3 | $272K | Hold |
3,600
| – | – | 0.01% | 953 |
|
|
2018
Q2 | $265K | Buy |
3,600
+330
| +10% | +$23.3K | 0.01% | 736 |
|
|
2018
Q1 | $220K | Buy |
3,270
+110
| +3% | +$7.52K | 0.01% | 633 |
|
|
2017
Q4 | $238K | Buy |
+3,160
| New | +$245K | 0.01% | 608 |
|
|
2016
Q4 | – | Sell |
-2,550
| Closed | -$200K | – | 815 |
|
|
2016
Q3 | $200K | Buy |
+2,550
| New | +$201K | 0.01% | 700 |
|
|
2015
Q1 | – | Sell |
-12,663
| Closed | -$886K | – | 845 |
|
|
2014
Q4 | $886K | Buy |
12,663
+629
| +5% | +$40.9K | 0.04% | 363 |
|
|
2014
Q3 | $688K | Buy |
12,034
+438
| +4% | +$27.2K | 0.03% | 416 |
|
|
2014
Q2 | $725K | Sell |
11,596
-173
| -1% | -$10.7K | 0.04% | 397 |
|
|
2014
Q1 | $712K | Buy |
11,769
+2,134
| +22% | +$129K | 0.04% | 390 |
|
|
2013
Q4 | $541K | Buy |
9,635
+253
| +3% | +$15K | 0.03% | 491 |
|
|
2013
Q3 | $534K | Buy |
9,382
+775
| +9% | +$46.2K | 0.03% | 450 |
|
|
2013
Q2 | $515K | Buy |
+8,607
| New | +$557K | 0.03% | 420 |
|
Other funds holding NHI
VPM
VCM
NAMI