Capital Square’s National Health Investors NHI Stock Holding History

Capital Square’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	–	Sell	-1,200	Closed	-$59K	–	229
2020 Q1	$59K	Buy	+1,200	New	+$91.1K	0.07%	183

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

HCM

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

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

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

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

Capital Square's NHI Position: Q2 2020 in Review

Capital Square sold out of National Health Investors (NHI) in Q2 2020, closing a stake of 1,200 shares — an estimated $59K sold.

Capital Square first reported a position in NHI in Q1 2020 and held it in 1 quarter. The position peaked at $59K in Q1 2020. 237 funds tracked by Wall St. Rank hold NHI as of Q2 2020.

Capital Square reported no remaining National Health Investors position as of Q2 2020 after selling out during the quarter.
Capital Square sold 1,200 National Health Investors shares in Q2 2020, an estimated $59K.
Capital Square first reported a position in National Health Investors in Q1 2020 and held it in 1 quarter.
Capital Square's National Health Investors position peaked at $59K in Q1 2020.
237 funds tracked by Wall St. Rank held National Health Investors as of Q2 2020.

Based on Capital Square's 13F filing for Q2 2020, filed 27 Jul 2020.