BIG
NHI icon

Bellwether Investment Group’s National Health Investors NHI Stock Holding History

Bellwether Investment 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
2017
Q2 		– Sell
-145
Closed -$11K – 420
2017
Q1 		$11K Sell
145
-1,737
-92% -$127K 0.03% 464
2016
Q4 		$140K Buy
+1,882
New +$138K 0.13% 177
2016
Q2 		$245K Buy
+3,265
New +$227K 0.27% 101

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bellwether Investment Group's NHI Position: Q2 2017 in Review

Bellwether Investment Group sold out of National Health Investors (NHI) in Q2 2017, closing a stake of 145 shares — an estimated $11K sold.

Bellwether Investment Group first reported a position in NHI in Q2 2016 and held it in 3 quarters. The position peaked at $245K in Q2 2016. 193 funds tracked by Wall St. Rank hold NHI as of Q2 2017.

  • Bellwether Investment Group reported no remaining National Health Investors position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 145 National Health Investors shares in Q2 2017, an estimated $11K.
  • Bellwether Investment Group first reported a position in National Health Investors in Q2 2016 and held it in 3 quarters.
  • Bellwether Investment Group's National Health Investors position peaked at $245K in Q2 2016.
  • 193 funds tracked by Wall St. Rank held National Health Investors as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.