Venturi Wealth Management’s National Health Investors NHI Stock Holding History

Venturi Wealth 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	-905	Closed	-$62.7K	–	1388
2024 Q4	$62.7K	Buy	+905	New	+$68.8K	﹤0.01%	954

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

Venturi Wealth Management's NHI Position: Q1 2025 in Review

Venturi Wealth Management sold out of National Health Investors (NHI) in Q1 2025, closing a stake of 905 shares — an estimated $62.7K sold.

Venturi Wealth Management first reported a position in NHI in Q4 2024 and held it in 1 quarter. The position peaked at $62.7K in Q4 2024. 285 funds tracked by Wall St. Rank hold NHI as of Q1 2025.

Venturi Wealth Management reported no remaining National Health Investors position as of Q1 2025 after selling out during the quarter.
Venturi Wealth Management sold 905 National Health Investors shares in Q1 2025, an estimated $62.7K.
Venturi Wealth Management first reported a position in National Health Investors in Q4 2024 and held it in 1 quarter.
Venturi Wealth Management's National Health Investors position peaked at $62.7K in Q4 2024.
285 funds tracked by Wall St. Rank held National Health Investors as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.