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USA Financial Formulas’s National Health Investors NHI Stock Holding History

USA Financial Formulas’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
-279
Closed -$19.3K – 342
2024
Q4 		$19.3K Sell
279
-643
-70% -$48.9K ﹤0.01% 273
2024
Q3 		$77.5K Buy
922
+584
+173% +$45K 0.01% 194
2024
Q2 		$22.9K Buy
+338
New +$21.7K ﹤0.01% 261

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

USA Financial Formulas's NHI Position: Q1 2025 in Review

USA Financial Formulas sold out of National Health Investors (NHI) in Q1 2025, closing a stake of 279 shares — an estimated $19.3K sold.

USA Financial Formulas first reported a position in NHI in Q2 2024 and held it in 3 quarters. The position peaked at $77.5K in Q3 2024. 285 funds tracked by Wall St. Rank hold NHI as of Q1 2025.

  • USA Financial Formulas reported no remaining National Health Investors position as of Q1 2025 after selling out during the quarter.
  • USA Financial Formulas sold 279 National Health Investors shares in Q1 2025, an estimated $19.3K.
  • USA Financial Formulas first reported a position in National Health Investors in Q2 2024 and held it in 3 quarters.
  • USA Financial Formulas's National Health Investors position peaked at $77.5K in Q3 2024.
  • 285 funds tracked by Wall St. Rank held National Health Investors as of Q1 2025.

Based on USA Financial Formulas's 13F filing for Q1 2025, filed 15 Apr 2025.