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Wealth Quarterback’s National Health Investors NHI Stock Holding History

Wealth Quarterback’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
2021
Q3 		$44K Buy
4,544
+3,682
+427% +$230K 0.03% 257
2021
Q2 		$59K Buy
+862
New +$60.1K 0.04% 218
2020
Q2 		– Sell
-1,415
Closed -$70.1K – 527
2020
Q1 		$70.1K Sell
1,415
-13,393
-90% -$1.02M 0.06% 184
2019
Q4 		$98.8K Buy
+14,808
New +$1.21M 0.09% 162

Other funds holding NHI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wealth Quarterback's NHI Position: Q3 2021 in Review

Wealth Quarterback increased its National Health Investors (NHI) stake by 427% in Q3 2021, buying an estimated $230K and bringing the position to 4,544 shares worth $44K. The position accounts for 0.03% of the portfolio, ranked #257.

Wealth Quarterback first reported a position in NHI in Q4 2019 and has held it in 4 quarters since. The position peaked at $98.8K in Q4 2019. 239 funds tracked by Wall St. Rank hold NHI as of Q3 2021.

  • Wealth Quarterback held 4,544 shares of National Health Investors worth $44K as of Q3 2021.
  • Wealth Quarterback bought 3,682 National Health Investors shares in Q3 2021, an estimated $230K.
  • National Health Investors made up 0.03% of Wealth Quarterback's portfolio in Q3 2021, its #257 holding.
  • Wealth Quarterback first reported a position in National Health Investors in Q4 2019 and has held it in 4 quarters since.
  • Wealth Quarterback's National Health Investors position peaked at $98.8K in Q4 2019.
  • 239 funds tracked by Wall St. Rank held National Health Investors as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.