Cap Wealth Advisors, LLC National Health Investors Inc Transaction History

Cap Wealth Advisors, LLC

$1.08 Billion
Q3 2025

A detailed history of Cap Wealth Advisors, LLC transactions in National Health Investors Inc stock. As of the latest transaction made, Cap Wealth Advisors, LLC holds 2,741 shares of NHI stock, worth $211,468. This represents 0.02% of its overall portfolio holdings.

Number of Shares

2,741

Previous 3,657 25.05%

Holding current value

$211,468

Previous $256,000 15.23%

% of portfolio

0.02%

Previous 0.03%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 21, 2025	SELL	$69.48 - $80.06 $63,643 - $73,334	-916 Reduced 25.05%	2,741 $217,000
Q2 2025 Jul 29, 2025	BUY	$68.74 - $76.77 $62,965 - $70,321	916 Added 33.42%	3,657 $256,000
Q1 2025 Apr 30, 2025	SELL	$65.79 - $76.06 $46,381 - $53,622	-705 Reduced 20.46%	2,741 $202,000
Q4 2024 Jan 30, 2025	BUY	$68.83 - $83.01 $31,524 - $38,018	458 Added 15.33%	3,446 $238,000
Q3 2024 Oct 31, 2024	BUY	$67.53 - $85.15 $201,779 - $254,428	2,988 New	2,988 $251,000

Q4 2022 Feb 01, 2023	BUY	$51.14 - $57.58 $75,431 - $84,930	1,475 Added 32.24%	6,050 $315,000
Q3 2022 Nov 02, 2022	SELL	$55.31 - $67.1 $31,637 - $38,381	-572 Reduced 11.11%	4,575 $259,000
Q1 2022 May 04, 2022	SELL	$52.73 - $61.45 $42,184 - $49,160	-800 Reduced 13.45%	5,147 $304,000
Q1 2022 May 02, 2022	SELL	$52.73 - $61.45 $7.65 Million - $8.92 Million	-145,095 Reduced 96.06%	5,947 $351,000
Q4 2021 Feb 10, 2022	BUY	$50.96 - $58.18 $26,244 - $29,962	515 Added 0.34%	151,042 $8.68 Million
Q3 2021 Nov 09, 2021	SELL	$53.5 - $68.63 $3.18 Million - $4.08 Million	-59,384 Reduced 28.29%	150,527 $8.05 Million
Q2 2021 Aug 10, 2021	SELL	$65.14 - $74.85 $3.7 Million - $4.25 Million	-56,802 Reduced 21.3%	209,911 $14.1 Million
Q1 2021 May 03, 2021	BUY	$64.76 - $77.83 $373,470 - $448,845	5,767 Added 2.21%	266,713 $19.3 Million
Q4 2020 Feb 17, 2021	SELL	$54.6 - $71.04 $3,549 - $4,617	-65 Reduced 0.02%	260,946 $18.1 Million
Q4 2020 Feb 02, 2021	BUY	$54.6 - $71.04 $878,677 - $1.14 Million	16,093 Added 6.57%	261,011 $18.1 Million
Q3 2020 Nov 12, 2020	BUY	$55.93 - $66.45 $923,516 - $1.1 Million	16,512 Added 7.23%	244,918 $14.8 Million
Q2 2020 Aug 12, 2020	BUY	$37.6 - $68.11 $4.52 Million - $8.19 Million	120,201 Added 111.09%	228,406 $13.9 Million
Q1 2020 May 08, 2020	BUY	$33.56 - $90.79 $3,356 - $9,079	100 Added 3.79%	2,740 $135,000
Q1 2020 May 08, 2020	BUY	$33.56 - $90.79 $3.54 Million - $9.58 Million	105,465 Added 3849.09%	108,205 $5.36 Million
Q4 2019 Feb 06, 2020	SELL	$78.62 - $86.54 $7,862 - $8,654	-100 Reduced 3.65%	2,640 $215,000
Q1 2019 May 15, 2019	BUY	$74.05 - $84.57 $202,897 - $231,721	2,740 New	2,740 $215,000
Q3 2017 Nov 13, 2017	SELL	$75.37 - $80.64 $196,715 - $210,470	-2,610 Closed	0 $0
Q2 2017 Aug 14, 2017	BUY	N/A	2,610	2,610 $207,000

Others Institutions Holding NHI

# of Institutions

312

Shares Held

33.2M

Call Options Held

8.9K

Put Options Held

5.8K

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 $3.45B
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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Cap Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cap Wealth Advisors, LLC with notifications on news.

Account

Cap Wealth Advisors, LLC National Health Investors Inc Transaction History