Virtus ETF Advisers’s National Health Investors NHI Stock Holding History

Virtus ETF 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 Q1	–	Sell	-34,521	Closed	-$1.98M	–	404
2021 Q4	$1.98M	Buy	34,521 +10,940	+46%	+$605K	0.75%	67
2021 Q3	$1.26M	Buy	23,581 +3,741	+19%	+$234K	0.56%	87
2021 Q2	$1.33M	Buy	19,840 +428	+2%	+$29.8K	0.55%	86
2021 Q1	$1.4M	Sell	19,412 -3,466	-15%	-$242K	0.59%	65
2020 Q4	$1.58M	Buy	22,878 +1,922	+9%	+$122K	0.66%	50
2020 Q3	$1.26M	Sell	20,956 -1,209	-5%	-$74.6K	0.66%	28
2020 Q2	$1.35M	Buy	22,165 +1,928	+10%	+$106K	0.64%	18
2020 Q1	$1M	Sell	20,237 -23,099	-53%	-$1.75M	0.41%	109
2019 Q4	$3.53M	Buy	43,336 +8,266	+24%	+$677K	0.58%	88
2019 Q3	$2.89M	Buy	35,070 +2,606	+8%	+$212K	0.58%	72
2019 Q2	$2.53M	Buy	+32,464	New	+$2.52M	0.53%	93

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

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

LIMS

Lasalle Investment Management Securities Baltimore, Maryland $2.81B AUM 16.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

Virtus ETF Advisers's NHI Position: Q1 2022 in Review

Virtus ETF Advisers sold out of National Health Investors (NHI) in Q1 2022, closing a stake of 34,521 shares — an estimated $1.98M sold.

Virtus ETF Advisers first reported a position in NHI in Q2 2019 and held it in 11 quarters. The position peaked at $3.53M in Q4 2019. 233 funds tracked by Wall St. Rank hold NHI as of Q1 2022.

Virtus ETF Advisers reported no remaining National Health Investors position as of Q1 2022 after selling out during the quarter.
Virtus ETF Advisers sold 34,521 National Health Investors shares in Q1 2022, an estimated $1.98M.
Virtus ETF Advisers first reported a position in National Health Investors in Q2 2019 and held it in 11 quarters.
Virtus ETF Advisers's National Health Investors position peaked at $3.53M in Q4 2019.
233 funds tracked by Wall St. Rank held National Health Investors as of Q1 2022.

Based on Virtus ETF Advisers's 13F filing for Q1 2022, filed 16 May 2022.