CG
NHI icon

Castellan Group’s National Health Investors NHI Stock Holding History

Castellan 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
2021
Q2 		– Sell
-11,750
Closed -$849K – 81
2021
Q1 		$849K Hold
11,750
– – 0.45% 65
2020
Q4 		$812K Buy
+11,750
New +$747K 0.88% 58

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Castellan Group's NHI Position: Q2 2021 in Review

Castellan Group sold out of National Health Investors (NHI) in Q2 2021, closing a stake of 11,750 shares — an estimated $849K sold.

Castellan Group first reported a position in NHI in Q4 2020 and held it in 2 quarters. The position peaked at $849K in Q1 2021. 239 funds tracked by Wall St. Rank hold NHI as of Q2 2021.

  • Castellan Group reported no remaining National Health Investors position as of Q2 2021 after selling out during the quarter.
  • Castellan Group sold 11,750 National Health Investors shares in Q2 2021, an estimated $849K.
  • Castellan Group first reported a position in National Health Investors in Q4 2020 and held it in 2 quarters.
  • Castellan Group's National Health Investors position peaked at $849K in Q1 2021.
  • 239 funds tracked by Wall St. Rank held National Health Investors as of Q2 2021.

Based on Castellan Group's 13F filing for Q2 2021, filed 16 Aug 2021.