APG Asset Management US’s National Health Investors NHI Stock Holding History

APG Asset Management US’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
2024 Q4	–	Sell	-67,303	Closed	-$5.59M	–	214
2024 Q3	$5.59M	Buy	+67,303	New	+$5.19M	0.04%	64
2015 Q3	–	Sell	-199,500	Closed	-$12.4M	–	80
2015 Q2	$12.4M	Sell	199,500 -133,685	-40%	-$8.94M	0.11%	68
2015 Q1	$23.7M	Buy	333,185 +47,928	+17%	+$3.46M	0.2%	57
2014 Q4	$20M	Hold	285,257	–	–	0.17%	57
2014 Q3	$16.3M	Hold	285,257	–	–	0.16%	58
2014 Q2	$17.8M	Buy	285,257 +84,817	+42%	+$5.23M	0.17%	56
2014 Q1	$12.1M	Buy	+200,440	New	+$12.2M	0.12%	62

Other funds holding NHI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

APG Asset Management US's NHI Position: Q4 2024 in Review

APG Asset Management US sold out of National Health Investors (NHI) in Q4 2024, closing a stake of 67,303 shares — an estimated $5.59M sold.

APG Asset Management US first reported a position in NHI in Q1 2014 and held it in 7 quarters. The position peaked at $23.7M in Q1 2015. 277 funds tracked by Wall St. Rank hold NHI as of Q4 2024.

APG Asset Management US reported no remaining National Health Investors position as of Q4 2024 after selling out during the quarter.
APG Asset Management US sold 67,303 National Health Investors shares in Q4 2024, an estimated $5.59M.
APG Asset Management US first reported a position in National Health Investors in Q1 2014 and held it in 7 quarters.
APG Asset Management US's National Health Investors position peaked at $23.7M in Q1 2015.
277 funds tracked by Wall St. Rank held National Health Investors as of Q4 2024.

Based on APG Asset Management US's 13F filing for Q4 2024, filed 13 Feb 2025.