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National Health Investors shares owned by Captrust Financial Advisors

Quarter-by-quarter ownership of National Health Investors (NHI) shares owned by Captrust Financial Advisors from 13F filings

Historical chart of Captrust Financial Advisors investment in National Health Investors

Tip: Access up to 7 years of quarterly data

All positions including National Health Investors held by Captrust Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in National Health Investors by Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $600k 9.6k 62.83
2023-12-31 $500k 9.0k 55.85
2023-09-30 $456k 8.9k 51.36
2023-06-30 $465k 8.9k 52.42
2023-03-31 $482k 9.3k 51.58
2022-06-30 $116k 1.9k 60.35

More positions owned by Captrust Financial Advisors

Apple Stock (AAPL)
Microsoft Corp Stock (MSFT)
Vanguard Value Etf (VTV)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Ishares Ibonds Dec 2024 Term Treasury Etf Etf (IBTE)
Vanguard S&p 500 Etf Etf (VOO)
Spdr S&p 500 Etf Trust Etf (SPY)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Vanguard Small-cap Etf Etf (VB)
Nvidia Corporation Stock (NVDA)
Technology Select Sector Spdr Fund Etf (XLK)
Ishares Ibonds Dec 2025 Term Treasury Etf Etf (IBTF)
Amazon Stock (AMZN)

View all positions for Captrust Financial Advisors

Top funds holding National Health Investors

Vanguard Group
BlackRock
Principal Financial Group
Geode Capital Management
Bank of America Corporation
Charles Schwab Investment Management
Dimensional Fund Advisors
Bank of New York Mellon
Northern Trust
Sumitomo Mitsui Trust Holdings
Land & Buildings Investment Management
Jennifer Ranahan
Legal & General Group
Jpmorgan Chase & Co
Morgan Stanley

View all funds holding National Health Investors