Brinker Capital’s National Health Investors NHI Stock Holding History

Brinker Capital’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 Q2	$244K	Buy	+4,003	New	+$220K	0.01%	865
2020 Q1	–	Sell	-3,654	Closed	-$298K	–	962
2019 Q4	$298K	Buy	3,654 +339	+10%	+$27.8K	0.01%	839
2019 Q3	$273K	Buy	3,315 +283	+9%	+$23K	0.01%	841
2019 Q2	$237K	Buy	3,032 +462	+18%	+$35.9K	0.01%	868
2019 Q1	$202K	Buy	+2,570	New	+$204K	0.01%	899

Other funds holding NHI

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Brinker Capital's NHI Position: Q2 2020 in Review

Brinker Capital opened a new position in National Health Investors (NHI) in Q2 2020: 4,003 shares worth $244K. The stake represents 0.01% of the portfolio and ranks #865 among its holdings. This is a return to the name: Brinker Capital previously reported a position in NHI as recently as Q4 2019.

Brinker Capital first reported a position in NHI in Q1 2019 and has held it in 5 quarters since. The position peaked at $298K in Q4 2019. 237 funds tracked by Wall St. Rank hold NHI as of Q2 2020.

Brinker Capital held 4,003 shares of National Health Investors worth $244K as of Q2 2020.
National Health Investors was a new Brinker Capital position in Q2 2020.
National Health Investors made up 0.01% of Brinker Capital's portfolio in Q2 2020, its #865 holding.
Brinker Capital first reported a position in National Health Investors in Q1 2019 and has held it in 5 quarters since.
Brinker Capital's National Health Investors position peaked at $298K in Q4 2019.
237 funds tracked by Wall St. Rank held National Health Investors as of Q2 2020.

Based on Brinker Capital's 13F filing for Q2 2020, filed 30 Jul 2020.