Vident Investment Advisory’s National Health Investors NHI Stock Holding History

Vident Investment Advisory’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 Q3	–	Sell	-11,866	Closed	-$622K	–	674
2023 Q2	$622K	Buy	11,866 +924	+8%	+$47.6K	0.02%	611
2023 Q1	$564K	Buy	10,942 +1,300	+13%	+$70.9K	0.02%	729
2022 Q4	$504K	Buy	9,642 +157	+2%	+$8.61K	0.02%	716
2022 Q3	$518K	Buy	9,485 +31	+0.3%	+$1.95K	0.02%	779
2022 Q2	$573K	Buy	9,454 +20	+0.2%	+$1.14K	0.02%	827
2022 Q1	$556K	Buy	9,434 +1,924	+26%	+$110K	0.01%	898
2021 Q4	$431K	Buy	7,510 +132	+2%	+$7.3K	0.01%	970
2021 Q3	$395K	Buy	7,378 +227	+3%	+$14.2K	0.01%	942
2021 Q2	$479K	Buy	7,151 +174	+2%	+$12.1K	0.01%	851
2021 Q1	$504K	Sell	6,977 -878	-11%	-$61.3K	0.02%	778
2020 Q4	$543K	Hold	7,855	–	–	0.02%	695
2020 Q3	$473K	Buy	7,855 +2,952	+60%	+$182K	0.02%	679
2020 Q2	$298K	Sell	4,903 -497	-9%	-$27.3K	0.02%	767
2020 Q1	$267K	Buy	5,400 +35	+0.7%	+$2.66K	0.02%	705
2019 Q4	$437K	Buy	+5,365	New	+$439K	0.03%	594
2019 Q2	–	Sell	-5,253	Closed	-$413K	–	577
2019 Q1	$413K	Sell	5,253 -177	-3%	-$14.1K	0.02%	623
2018 Q4	$410K	Buy	5,430 +935	+21%	+$70.4K	0.02%	645
2018 Q3	$340K	Buy	4,495 +1,133	+34%	+$86.5K	0.01%	813
2018 Q2	$248K	Sell	3,362 -3,416	-50%	-$241K	0.01%	832
2018 Q1	$461K	Buy	6,778 +2,496	+58%	+$171K	0.02%	648
2017 Q4	$323K	Buy	+4,282	New	+$332K	0.01%	686

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Vident Investment Advisory's NHI Position: Q3 2023 in Review

Vident Investment Advisory sold out of National Health Investors (NHI) in Q3 2023, closing a stake of 11,866 shares — an estimated $622K sold.

Vident Investment Advisory first reported a position in NHI in Q4 2017 and held it in 21 quarters. The position peaked at $622K in Q2 2023. 209 funds tracked by Wall St. Rank hold NHI as of Q3 2023.

Vident Investment Advisory reported no remaining National Health Investors position as of Q3 2023 after selling out during the quarter.
Vident Investment Advisory sold 11,866 National Health Investors shares in Q3 2023, an estimated $622K.
Vident Investment Advisory first reported a position in National Health Investors in Q4 2017 and held it in 21 quarters.
Vident Investment Advisory's National Health Investors position peaked at $622K in Q2 2023.
209 funds tracked by Wall St. Rank held National Health Investors as of Q3 2023.

Based on Vident Investment Advisory's 13F filing for Q3 2023.