Zeke Capital Advisors’s National Health Investors NHI Stock Holding History

Zeke Capital 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 Q4	–	Sell	-5,392	Closed	-$305K	–	522
2022 Q3	$305K	Sell	5,392 -41	-0.8%	-$2.58K	0.02%	309
2022 Q2	$329K	Hold	5,433	–	–	0.02%	298
2022 Q1	$321K	Buy	+5,433	New	+$309K	0.02%	353
2018 Q3	–	Sell	-2,723	Closed	-$201K	–	720
2018 Q2	$201K	Buy	+2,723	New	+$192K	0.02%	566
2018 Q1	–	Sell	-3,000	Closed	-$226K	–	674
2017 Q4	$226K	Buy	+3,000	New	+$233K	0.02%	471

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

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Zeke Capital Advisors's NHI Position: Q4 2022 in Review

Zeke Capital Advisors sold out of National Health Investors (NHI) in Q4 2022, closing a stake of 5,392 shares — an estimated $305K sold.

Zeke Capital Advisors first reported a position in NHI in Q4 2017 and held it in 5 quarters. The position peaked at $329K in Q2 2022. 233 funds tracked by Wall St. Rank hold NHI as of Q4 2022.

Zeke Capital Advisors reported no remaining National Health Investors position as of Q4 2022 after selling out during the quarter.
Zeke Capital Advisors sold 5,392 National Health Investors shares in Q4 2022, an estimated $305K.
Zeke Capital Advisors first reported a position in National Health Investors in Q4 2017 and held it in 5 quarters.
Zeke Capital Advisors's National Health Investors position peaked at $329K in Q2 2022.
233 funds tracked by Wall St. Rank held National Health Investors as of Q4 2022.

Based on Zeke Capital Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.