Zurich Cantonal Bank’s National Health Investors NHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.48M | Buy |
30,633
+2,896
| +10% | +$241K | 0.01% | 919 |
|
|
2025
Q4 | $2.12M | Buy |
27,737
+775
| +3% | +$59.4K | 0.01% | 925 |
|
|
2025
Q3 | $2.14M | Buy |
26,962
+2,103
| +8% | +$157K | ﹤0.01% | 888 |
|
|
2025
Q2 | $1.74M | Buy |
24,859
+1,049
| +4% | +$76.8K | ﹤0.01% | 930 |
|
|
2025
Q1 | $1.76M | Buy |
23,810
+489
| +2% | +$34.5K | 0.01% | 879 |
|
|
2024
Q4 | $1.62M | Buy |
23,321
+7,865
| +51% | +$598K | ﹤0.01% | 948 |
|
|
2024
Q3 | $1.3M | Hold |
15,456
| – | – | ﹤0.01% | 992 |
|
|
2024
Q2 | $1.05M | Hold |
15,456
| – | – | ﹤0.01% | 1049 |
|
|
2024
Q1 | $971K | Sell |
15,456
-1,395
| -8% | -$78.7K | ﹤0.01% | 1083 |
|
|
2023
Q4 | $941K | Sell |
16,851
-5,093
| -23% | -$270K | ﹤0.01% | 1106 |
|
|
2023
Q3 | $1.13M | Buy |
21,944
+1,190
| +6% | +$62.3K | 0.01% | 907 |
|
|
2023
Q2 | $1.09M | Buy |
20,754
+727
| +4% | +$37.5K | ﹤0.01% | 904 |
|
|
2023
Q1 | $1.03M | Buy |
20,027
+1,387
| +7% | +$75.6K | 0.01% | 882 |
|
|
2022
Q4 | $973K | Sell |
18,640
-759
| -4% | -$41.6K | 0.01% | 888 |
|
|
2022
Q3 | $1.1M | Sell |
19,399
-7,486
| -28% | -$472K | 0.01% | 820 |
|
|
2022
Q2 | $1.63M | Sell |
26,885
-4,383
| -14% | -$250K | 0.01% | 723 |
|
|
2022
Q1 | $1.84M | Buy |
31,268
+226
| +0.7% | +$12.9K | 0.01% | 737 |
|
|
2021
Q4 | $1.78M | Buy |
31,042
+388
| +1% | +$21.5K | 0.01% | 781 |
|
|
2021
Q3 | $1.64M | Buy |
30,654
+828
| +3% | +$51.7K | 0.01% | 803 |
|
|
2021
Q2 | $2M | Buy |
29,826
+244
| +0.8% | +$17K | 0.01% | 724 |
|
|
2021
Q1 | $2.14M | Sell |
29,582
-1,888
| -6% | -$132K | 0.01% | 683 |
|
|
2020
Q4 | $2.18M | Buy |
31,470
+1,983
| +7% | +$126K | 0.01% | 717 |
|
|
2020
Q3 | $1.78M | Hold |
29,487
| – | – | 0.01% | 717 |
|
|
2020
Q2 | $1.79M | Buy |
29,487
+11,220
| +61% | +$616K | 0.02% | 665 |
|
|
2020
Q1 | $905K | Buy |
18,267
+1,622
| +10% | +$123K | 0.01% | 761 |
|
|
2019
Q4 | $1.36M | Sell |
16,645
-605
| -4% | -$49.5K | 0.01% | 757 |
|
|
2019
Q3 | $1.42M | Sell |
17,250
-470
| -3% | -$38.2K | 0.01% | 730 |
|
|
2019
Q2 | $1.38M | Buy |
17,720
+1,535
| +9% | +$119K | 0.01% | 744 |
|
|
2019
Q1 | $1.27M | Sell |
16,185
-381
| -2% | -$30.3K | 0.01% | 735 |
|
|
2018
Q4 | $1.25M | Buy |
16,566
+640
| +4% | +$48.2K | 0.01% | 714 |
|
|
2018
Q3 | $1.2M | Hold |
15,926
| – | – | 0.01% | 764 |
|
|
2018
Q2 | $1.17M | Buy |
15,926
+4,144
| +35% | +$293K | 0.01% | 768 |
|
|
2018
Q1 | $793K | Buy |
11,782
+226
| +2% | +$15.4K | 0.01% | 807 |
|
|
2017
Q4 | $871K | Buy |
11,556
+657
| +6% | +$51K | 0.01% | 800 |
|
|
2017
Q3 | $842K | Sell |
10,899
-4,170
| -28% | -$326K | 0.01% | 801 |
|
|
2017
Q2 | $1.19M | Buy |
15,069
+319
| +2% | +$24.1K | 0.01% | 749 |
|
|
2017
Q1 | $1.07M | Buy |
14,750
+814
| +6% | +$59.7K | 0.01% | 771 |
|
|
2016
Q4 | $1.03M | Buy |
13,936
+19
| +0.1% | +$1.4K | 0.01% | 778 |
|
|
2016
Q3 | $1.09M | Buy |
13,917
+141
| +1% | +$11.1K | 0.01% | 754 |
|
|
2016
Q2 | $1.03M | Sell |
13,776
-7,848
| -36% | -$545K | 0.01% | 687 |
|
|
2016
Q1 | $1.44M | Sell |
21,624
-9,673
| -31% | -$598K | 0.02% | 625 |
|
|
2015
Q4 | $1.91M | Buy |
31,297
+711
| +2% | +$42.4K | 0.02% | 544 |
|
|
2015
Q3 | $1.76M | Buy |
30,586
+401
| +1% | +$24.2K | 0.02% | 555 |
|
|
2015
Q2 | $1.88M | Buy |
30,185
+27
| +0.1% | +$1.8K | 0.03% | 544 |
|
|
2015
Q1 | $2.14M | Buy |
30,158
+29,698
| +6,456% | +$2.14M | 0.03% | 510 |
|
|
2014
Q4 | $32K | Buy |
460
+72
| +19% | +$4.68K | ﹤0.01% | 891 |
|
|
2014
Q3 | $22K | Hold |
388
| – | – | ﹤0.01% | 889 |
|
|
2014
Q2 | $24K | Buy |
388
+138
| +55% | +$8.51K | ﹤0.01% | 939 |
|
|
2014
Q1 | $15K | Hold |
250
| – | – | ﹤0.01% | 930 |
|
|
2013
Q4 | $14K | Buy |
250
+123
| +97% | +$7.31K | ﹤0.01% | 922 |
|
|
2013
Q3 | $7K | Hold |
127
| – | – | ﹤0.01% | 933 |
|
|
2013
Q2 | $8K | Buy |
+127
| New | +$8.22K | ﹤0.01% | 933 |
|
Other funds holding NHI
VPM
VCM
NAMI