Summit Securities Group’s National Health Investors NHI Stock Holding History

Summit Securities 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
2025 Q1	–	Sell	-1	Closed	-$69	–	1000
2024 Q4	$69	Buy	+1	New	+$76	﹤0.01%	579
2023 Q2	–	Sell	-99	Closed	-$5K	–	1029
2023 Q1	$5K	Buy	+99	New	+$5.4K	﹤0.01%	711
2022 Q2	–	Sell	-800	Closed	-$47K	–	1143
2022 Q1	$47K	Buy	+800	New	+$45.5K	0.01%	621

Other funds holding NHI

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Summit Securities Group's NHI Position: Q1 2025 in Review

Summit Securities Group sold out of National Health Investors (NHI) in Q1 2025, closing a stake of 1 share — an estimated $69 sold.

Summit Securities Group first reported a position in NHI in Q1 2022 and held it in 3 quarters. The position peaked at $47K in Q1 2022. 285 funds tracked by Wall St. Rank hold NHI as of Q1 2025.

Summit Securities Group reported no remaining National Health Investors position as of Q1 2025 after selling out during the quarter.
Summit Securities Group sold 1 National Health Investors share in Q1 2025, an estimated $69.
Summit Securities Group first reported a position in National Health Investors in Q1 2022 and held it in 3 quarters.
Summit Securities Group's National Health Investors position peaked at $47K in Q1 2022.
285 funds tracked by Wall St. Rank held National Health Investors as of Q1 2025.

Based on Summit Securities Group's 13F filing for Q1 2025, filed 13 May 2025.