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Synergy Asset Management’s National Health Investors NHI Stock Holding History

Synergy Asset Management’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
-94
Closed -$7.9K – 565
2024
Q4 		$7.9K Buy
+94
New +$7.15K ﹤0.01% 509

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Synergy Asset Management's NHI Position: Q1 2025 in Review

Synergy Asset Management sold out of National Health Investors (NHI) in Q1 2025, closing a stake of 94 shares — an estimated $7.9K sold.

Synergy Asset Management first reported a position in NHI in Q4 2024 and held it in 1 quarter. The position peaked at $7.9K in Q4 2024. 285 funds tracked by Wall St. Rank hold NHI as of Q1 2025.

  • Synergy Asset Management reported no remaining National Health Investors position as of Q1 2025 after selling out during the quarter.
  • Synergy Asset Management sold 94 National Health Investors shares in Q1 2025, an estimated $7.9K.
  • Synergy Asset Management first reported a position in National Health Investors in Q4 2024 and held it in 1 quarter.
  • Synergy Asset Management's National Health Investors position peaked at $7.9K in Q4 2024.
  • 285 funds tracked by Wall St. Rank held National Health Investors as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.