VEA
NHI icon

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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return