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Aperio Group’s National Health Investors NHI Stock Holding History

Aperio Group’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
2020
Q4 		$817K Buy
11,816
+2,151
+22% +$137K ﹤0.01% 1699
2020
Q3 		$583K Sell
9,665
-916
-9% -$56.6K ﹤0.01% 1735
2020
Q2 		$642K Sell
10,581
-10,439
-50% -$574K ﹤0.01% 1648
2020
Q1 		$1.04M Sell
21,020
-4,465
-18% -$339K ﹤0.01% 1289
2019
Q4 		$2.08M Buy
25,485
+6,457
+34% +$529K 0.01% 1077
2019
Q3 		$1.57M Sell
19,028
-171
-0.9% -$13.9K 0.01% 1167
2019
Q2 		$1.5M Sell
19,199
-134
-0.7% -$10.4K 0.01% 1203
2019
Q1 		$1.52M Buy
19,333
+448
+2% +$35.6K 0.01% 1165
2018
Q4 		$1.43M Sell
18,885
-2,463
-12% -$186K 0.01% 1126
2018
Q3 		$1.61M Sell
21,348
-602
-3% -$46K 0.01% 1147
2018
Q2 		$1.62M Buy
21,950
+5,781
+36% +$409K 0.01% 1129
2018
Q1 		$1.09M Sell
16,169
-326
-2% -$22.3K 0.01% 1266
2017
Q4 		$1.24M Buy
16,495
+1,092
+7% +$84.8K 0.01% 1186
2017
Q3 		$1.19M Buy
15,403
+1,971
+15% +$154K 0.01% 1180
2017
Q2 		$1.06M Buy
13,432
+1,736
+15% +$131K 0.01% 1211
2017
Q1 		$849K Buy
11,696
+6,613
+130% +$485K 0.01% 1239
2016
Q4 		$377K Buy
5,083
+872
+21% +$64K ﹤0.01% 1676
2016
Q3 		$330K Buy
4,211
+156
+4% +$12.3K ﹤0.01% 1668
2016
Q2 		$304K Buy
4,055
+102
+3% +$7.08K ﹤0.01% 1651
2016
Q1 		$263K Buy
+3,953
New +$244K ﹤0.01% 1724
2015
Q3 		– Sell
-3,895
Closed -$243K – 1978
2015
Q2 		$243K Sell
3,895
-160
-4% -$10.7K ﹤0.01% 1758
2015
Q1 		$288K Buy
4,055
+902
+29% +$65.1K ﹤0.01% 1602
2014
Q4 		$221K Sell
3,153
-1,480
-32% -$96.2K ﹤0.01% 1679
2014
Q3 		$265K Sell
4,633
-17
-0.4% -$1.05K ﹤0.01% 1461
2014
Q2 		$291K Buy
4,650
+14
+0.3% +$864 ﹤0.01% 1414
2014
Q1 		$280K Buy
+4,636
New +$281K ﹤0.01% 1661

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Aperio Group's NHI Position: Q4 2020 in Review

Aperio Group increased its National Health Investors (NHI) stake by 22% in Q4 2020, buying an estimated $137K and bringing the position to 11,816 shares worth $817K. The position accounts for ﹤0.01% of the portfolio, ranked #1699.

Aperio Group first reported a position in NHI in Q1 2014 and has held it in 26 quarters since. The position peaked at $2.08M in Q4 2019. 244 funds tracked by Wall St. Rank hold NHI as of Q4 2020.

  • Aperio Group held 11,816 shares of National Health Investors worth $817K as of Q4 2020.
  • Aperio Group bought 2,151 National Health Investors shares in Q4 2020, an estimated $137K.
  • National Health Investors made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #1699 holding.
  • Aperio Group first reported a position in National Health Investors in Q1 2014 and has held it in 26 quarters since.
  • Aperio Group's National Health Investors position peaked at $2.08M in Q4 2019.
  • 244 funds tracked by Wall St. Rank held National Health Investors as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.