Wealthspire Advisors (New York)
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Wealthspire Advisors (New York)’s National Health Investors NHI Stock Holding History

Wealthspire Advisors (New York)’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
2019
Q4 		– Sell
-2,615
Closed -$215K – 217
2019
Q3 		$215K Buy
+2,615
New +$213K 0.02% 148
2019
Q1 		– Sell
-75
Closed -$6K – 539
2018
Q4 		$6K Buy
+75
New +$5.65K ﹤0.01% 615

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 $3.38T AUM 44.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wealthspire Advisors (New York)'s NHI Position: Q4 2019 in Review

Wealthspire Advisors (New York) sold out of National Health Investors (NHI) in Q4 2019, closing a stake of 2,615 shares — an estimated $215K sold.

Wealthspire Advisors (New York) first reported a position in NHI in Q4 2018 and held it in 2 quarters. The position peaked at $215K in Q3 2019. 272 funds tracked by Wall St. Rank hold NHI as of Q4 2019.

  • Wealthspire Advisors (New York) reported no remaining National Health Investors position as of Q4 2019 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 2,615 National Health Investors shares in Q4 2019, an estimated $215K.
  • Wealthspire Advisors (New York) first reported a position in National Health Investors in Q4 2018 and held it in 2 quarters.
  • Wealthspire Advisors (New York)'s National Health Investors position peaked at $215K in Q3 2019.
  • 272 funds tracked by Wall St. Rank held National Health Investors as of Q4 2019.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2019, filed 14 Feb 2020.