WPG Advisers’s National Health Investors NHI Stock Holding History

WPG 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
2025 Q1	–	Sell	-5	Closed	-$347	–	1510
2024 Q4	$347	Buy	+5	New	+$380	﹤0.01%	1393

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

WPG Advisers's NHI Position: Q1 2025 in Review

WPG Advisers sold out of National Health Investors (NHI) in Q1 2025, closing a stake of 5 shares — an estimated $347 sold.

WPG Advisers first reported a position in NHI in Q4 2024 and held it in 1 quarter. The position peaked at $347 in Q4 2024. 285 funds tracked by Wall St. Rank hold NHI as of Q1 2025.

WPG Advisers reported no remaining National Health Investors position as of Q1 2025 after selling out during the quarter.
WPG Advisers sold 5 National Health Investors shares in Q1 2025, an estimated $347.
WPG Advisers first reported a position in National Health Investors in Q4 2024 and held it in 1 quarter.
WPG Advisers's National Health Investors position peaked at $347 in Q4 2024.
285 funds tracked by Wall St. Rank held National Health Investors as of Q1 2025.

Based on WPG Advisers's 13F filing for Q1 2025, filed 15 May 2025.