TCI Wealth Advisors’s National Health Investors NHI Stock Holding History

TCI Wealth Advisors’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	-793	Closed	-$40.9K	–	1495
2023 Q1	$40.9K	Hold	793	–	–	0.01%	476
2022 Q4	$41.4K	Buy	793 +87	+12%	+$4.77K	0.01%	459
2022 Q3	$40K	Hold	706	–	–	0.01%	428
2022 Q2	$43K	Hold	706	–	–	0.01%	414
2022 Q1	$42K	Buy	706 +600	+566%	+$34.1K	0.01%	457
2021 Q4	$6K	Buy	+106	New	+$5.87K	﹤0.01%	1554
2021 Q2	–	Sell	-33	Closed	-$2K	–	2405
2021 Q1	$2K	Buy	+33	New	+$2.3K	﹤0.01%	1819
2019 Q4	–	Sell	-37	Closed	-$3K	–	1641
2019 Q3	$3K	Buy	+37	New	+$3.01K	﹤0.01%	968

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

TCI Wealth Advisors's NHI Position: Q2 2023 in Review

TCI Wealth Advisors sold out of National Health Investors (NHI) in Q2 2023, closing a stake of 793 shares — an estimated $40.9K sold.

TCI Wealth Advisors first reported a position in NHI in Q3 2019 and held it in 8 quarters. The position peaked at $43K in Q2 2022. 211 funds tracked by Wall St. Rank hold NHI as of Q2 2023.

TCI Wealth Advisors reported no remaining National Health Investors position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 793 National Health Investors shares in Q2 2023, an estimated $40.9K.
TCI Wealth Advisors first reported a position in National Health Investors in Q3 2019 and held it in 8 quarters.
TCI Wealth Advisors's National Health Investors position peaked at $43K in Q2 2022.
211 funds tracked by Wall St. Rank held National Health Investors as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.