Brookfield Corp’s National Health Investors NHI Stock Holding History

Brookfield Corp’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
2019 Q3	–	Sell	-8,100	Closed	-$632K	–	113
2019 Q2	$632K	Buy	+8,100	New	+$629K	﹤0.01%	177
2015 Q4	–	Sell	-327,448	Closed	-$18.8M	–	238
2015 Q3	$18.8M	Sell	327,448 -331,232	-50%	-$20M	0.11%	66
2015 Q2	$41M	Sell	658,680 -93,311	-12%	-$6.24M	0.24%	54
2015 Q1	$53.4M	Buy	751,991 +79,700	+12%	+$5.75M	0.27%	50
2014 Q4	$47M	Buy	+672,291	New	+$43.7M	0.23%	57

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

LIMS

Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Brookfield Corp's NHI Position: Q3 2019 in Review

Brookfield Corp sold out of National Health Investors (NHI) in Q3 2019, closing a stake of 8,100 shares — an estimated $632K sold.

Brookfield Corp first reported a position in NHI in Q4 2014 and held it in 5 quarters. The position peaked at $53.4M in Q1 2015. 242 funds tracked by Wall St. Rank hold NHI as of Q3 2019.

Brookfield Corp reported no remaining National Health Investors position as of Q3 2019 after selling out during the quarter.
Brookfield Corp sold 8,100 National Health Investors shares in Q3 2019, an estimated $632K.
Brookfield Corp first reported a position in National Health Investors in Q4 2014 and held it in 5 quarters.
Brookfield Corp's National Health Investors position peaked at $53.4M in Q1 2015.
242 funds tracked by Wall St. Rank held National Health Investors as of Q3 2019.

Based on Brookfield Corp's 13F filing for Q3 2019, filed 14 Nov 2019.