Wipfli Financial Advisors’s National Health Investors NHI Stock Holding History

Wipfli Financial Advisors’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 Q3	$3K	Buy	+48	New	+$3.02K	﹤0.01%	2221

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Wipfli Financial Advisors's NHI Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in National Health Investors (NHI) in Q3 2022: 48 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #2221 among its holdings.

242 funds tracked by Wall St. Rank hold NHI as of Q3 2022.

Wipfli Financial Advisors held 48 shares of National Health Investors worth $3K as of Q3 2022.
National Health Investors was a new Wipfli Financial Advisors position in Q3 2022.
National Health Investors made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #2221 holding.
242 funds tracked by Wall St. Rank held National Health Investors as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.