AL
NHI icon

ADE LLC’s National Health Investors NHI Stock Holding History

ADE LLC’s Portfolio NHI Stock Details NHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-153
Closed -$8K – 177
2021
Q3 		$8K Hold
153
– – 0.01% 205
2021
Q2 		$10K Hold
153
– – 0.01% 207
2021
Q1 		$11K Hold
153
– – 0.01% 189
2020
Q4 		$11K Buy
+153
New +$9.73K 0.01% 260

Other funds holding NHI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

ADE LLC's NHI Position: Q4 2021 in Review

ADE LLC sold out of National Health Investors (NHI) in Q4 2021, closing a stake of 153 shares — an estimated $8K sold.

ADE LLC first reported a position in NHI in Q4 2020 and held it in 4 quarters. The position peaked at $11K in Q1 2021. 228 funds tracked by Wall St. Rank hold NHI as of Q4 2021.

  • ADE LLC reported no remaining National Health Investors position as of Q4 2021 after selling out during the quarter.
  • ADE LLC sold 153 National Health Investors shares in Q4 2021, an estimated $8K.
  • ADE LLC first reported a position in National Health Investors in Q4 2020 and held it in 4 quarters.
  • ADE LLC's National Health Investors position peaked at $11K in Q1 2021.
  • 228 funds tracked by Wall St. Rank held National Health Investors as of Q4 2021.

Based on ADE LLC's 13F filing for Q4 2021, filed 14 Feb 2022.