Position in NHC
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$3,557,154
+$502,382 QoQ
Shares Held
22,274
-0.0% QoQ
Ownership
0.143%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NHC Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Mar 31, 2026AE Wealth Management LLC holds $6,342,302 across 5 Medical Care Facilities names. NHC ranks #1 (56.1% of the industry book) .
All Filings in NHC
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,557,154 | 22,274 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $3,054,772 | 22,283 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $2,718,054 | 22,369 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $2,417,461 | 22,591 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $2,196,017 | 23,664 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $2,655,656 | 24,690 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $3,175,188 | 25,246 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,845,933 | 26,254 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $2,712,058 | 28,696 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $2,680,180 | 29,000 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,216,139 | 34,638 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $2,163,700 | 35,000 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $2,032,450 | 35,000 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $2,082,500 | 35,000 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $2,216,900 | 35,000 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $2,446,500 | 35,000 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $2,458,050 | 35,000 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $2,445,636 | 35,997 | Shares | Sole | 2022-01-20 | |
| No filing history on record for this holder in this stock. | ||||||