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WR Wealth Planners’s National Health Investors NHI Stock Holding History

WR Wealth Planners’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
2024
Q4 		$8.66K Hold
125
– – ﹤0.01% 615
2024
Q3 		$10.5K Hold
125
– – ﹤0.01% 618
2024
Q2 		$8.47K Hold
125
– – ﹤0.01% 631
2024
Q1 		$7.85K Buy
+125
New +$7.05K ﹤0.01% 642
2023
Q4 		– Sell
-125
Closed -$6.42K – 616
2023
Q3 		$6.42K Hold
125
– – ﹤0.01% 639
2023
Q2 		$6.55K Sell
125
-25
-17% -$1.29K ﹤0.01% 640
2023
Q1 		$7.74K Buy
+150
New +$8.18K ﹤0.01% 612

Other funds holding NHI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

WR Wealth Planners's NHI Position: Q4 2024 in Review

WR Wealth Planners held its National Health Investors (NHI) position steady in Q4 2024 at 125 shares worth $8.66K. The position accounts for ﹤0.01% of the portfolio, ranked #615.

WR Wealth Planners first reported a position in NHI in Q1 2023 and has held it in 7 quarters since. The position peaked at $10.5K in Q3 2024. 277 funds tracked by Wall St. Rank hold NHI as of Q4 2024.

  • WR Wealth Planners held 125 shares of National Health Investors worth $8.66K as of Q4 2024.
  • WR Wealth Planners left its National Health Investors share count unchanged in Q4 2024.
  • National Health Investors made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #615 holding.
  • WR Wealth Planners first reported a position in National Health Investors in Q1 2023 and has held it in 7 quarters since.
  • WR Wealth Planners's National Health Investors position peaked at $10.5K in Q3 2024.
  • 277 funds tracked by Wall St. Rank held National Health Investors as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.