Valley National Advisers’s National Health Investors NHI Stock Holding History

Valley National Advisers’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
2022 Q3	–	Sell	-231	Closed	-$14K	–	967
2022 Q2	$14K	Hold	231	–	–	﹤0.01%	530
2022 Q1	$14K	Hold	231	–	–	﹤0.01%	555
2021 Q4	$13K	Hold	231	–	–	﹤0.01%	568
2021 Q3	$12K	Hold	231	–	–	﹤0.01%	558
2021 Q2	$15K	Hold	231	–	–	﹤0.01%	527
2021 Q1	$17K	Hold	231	–	–	﹤0.01%	477
2020 Q4	$16K	Hold	231	–	–	﹤0.01%	468
2020 Q3	$14K	Hold	231	–	–	﹤0.01%	442
2020 Q2	$14K	Hold	231	–	–	﹤0.01%	444
2020 Q1	$11K	Buy	+231	New	+$17.5K	﹤0.01%	457

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

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

Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Valley National Advisers's NHI Position: Q3 2022 in Review

Valley National Advisers sold out of National Health Investors (NHI) in Q3 2022, closing a stake of 231 shares — an estimated $14K sold.

Valley National Advisers first reported a position in NHI in Q1 2020 and held it in 10 quarters. The position peaked at $17K in Q1 2021. 242 funds tracked by Wall St. Rank hold NHI as of Q3 2022.

Valley National Advisers reported no remaining National Health Investors position as of Q3 2022 after selling out during the quarter.
Valley National Advisers sold 231 National Health Investors shares in Q3 2022, an estimated $14K.
Valley National Advisers first reported a position in National Health Investors in Q1 2020 and held it in 10 quarters.
Valley National Advisers's National Health Investors position peaked at $17K in Q1 2021.
242 funds tracked by Wall St. Rank held National Health Investors as of Q3 2022.

Based on Valley National Advisers's 13F filing for Q3 2022, filed 8 Nov 2022.