Creative Planning National Health Investors Inc Transaction History

Creative Planning

$106 Billion
Q1 2025

A detailed history of Creative Planning transactions in National Health Investors Inc stock. As of the latest transaction made, Creative Planning holds 8,040 shares of NHI stock, worth $600,829. This represents 0.0% of its overall portfolio holdings.

Number of Shares

8,040

Holding current value

$600,829

% of portfolio

0.0%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$65.79 - $76.06 $528,951 - $611,522	8,040 New	8,040 $593,000
Q1 2023 May 15, 2023	BUY	$48.25 - $59.6 $96 - $119	2 New	2 $0
Q2 2021 Aug 04, 2021	SELL	$65.14 - $74.85 $218,153 - $250,672	-3,349 Closed	0 $0
Q1 2021 Apr 30, 2021	BUY	$64.76 - $77.83 $13,016 - $15,643	201 Added 6.39%	3,349 $242,000
Q4 2020 Jan 29, 2021	BUY	$54.6 - $71.04 $171,880 - $223,633	3,148 New	3,148 $218,000
Q1 2020 May 05, 2020	SELL	$33.56 - $90.79 $101,015 - $273,277	-3,010 Closed	0 $0
Q4 2019 Jan 30, 2020	BUY	$78.62 - $86.54 $17,060 - $18,779	217 Added 7.77%	3,010 $245,000
Q3 2019 Nov 01, 2019	BUY	$77.25 - $84.4 $7,725 - $8,440	100 Added 3.71%	2,793 $230,000
Q2 2019 Jul 26, 2019	BUY	$74.03 - $81.26 $199,362 - $218,833	2,693 New	2,693 $210,000
Q1 2019 Apr 24, 2019	SELL	$74.05 - $84.57 $399,351 - $456,086	-5,393 Closed	0 $0
Q3 2018 Oct 25, 2018	SELL	$73.29 - $79.25 $3,151 - $3,407	-43 Reduced 0.79%	5,393 $408,000
Q2 2018 Jul 20, 2018	SELL	$65.51 - $75.01 $8,188 - $9,376	-125 Reduced 2.25%	5,436 $401,000
Q1 2018 Apr 18, 2018	BUY	$63.33 - $75.78 $352,178 - $421,412	5,561 New	5,561 $374,000

Others Institutions Holding NHI

# of Institutions

307

Shares Held

30.7M

Call Options Held

14.6K

Put Options Held

16.9K

Vanguard Group Inc Valley Forge, PA

6.36M
Shares

$475 Million
0.01% of portfolio
Black Rock Inc. New York, NY

4.41M
Shares

$329 Million
0.01% of portfolio
State Street Corp Boston, MA

1.93M
Shares

$144 Million
0.01% of portfolio
Principal Financial Group Inc Des Moines, IA

1.63M
Shares

$122 Million
0.07% of portfolio
Geode Capital Management, LLC Boston, MA

1.18M
Shares

$88.1 Million
0.01% of portfolio

View Full List

About NATIONAL HEALTH INVESTORS INC

Ticker NHI
Exchange NYSE
Sector Real Estate
Industry REIT—Healthcare Facilities
Shares Outstandng 44,655,200
Market Cap $3.34B
Description
Incorporated in 1991, National Health Investors, Inc. (NYSE: NHI) is a real estate investment trust specializing in sale-leaseback, joint-venture, mortgage and mezzanine financing of need-driven and discretionary senior housing and medical investments. NHI's portfolio consists of independent, assisted and memory care communities, entrance-fee re...

More about NHI

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