ClearBridge Investments’s National Health Investors NHI Stock Holding History

ClearBridge Investments’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
2024 Q3	–	Sell	-27,875	Closed	-$1.89M	–	742
2024 Q2	$1.89M	Sell	27,875 -34	-0.1%	-$2.18K	﹤0.01%	629
2024 Q1	$1.75M	Hold	27,909	–	–	﹤0.01%	634
2023 Q4	$1.56M	Buy	27,909 +31	+0.1%	+$1.64K	﹤0.01%	641
2023 Q3	$1.43M	Sell	27,878 -6	-0%	-$314	﹤0.01%	607
2023 Q2	$1.46M	Sell	27,884 -4	-0%	-$206	﹤0.01%	618
2023 Q1	$1.44M	Buy	27,888 +26	+0.1%	+$1.42K	﹤0.01%	629
2022 Q4	$1.45M	Sell	27,862 -1,250	-4%	-$68.5K	﹤0.01%	648
2022 Q3	$1.65M	Buy	29,112 +917	+3%	+$57.8K	﹤0.01%	646
2022 Q2	$1.71M	Sell	28,195 -12	-0%	-$683	﹤0.01%	653
2022 Q1	$1.66M	Hold	28,207	–	–	﹤0.01%	678
2021 Q4	$1.62M	Sell	28,207 -7	-0%	-$387	﹤0.01%	685
2021 Q3	$1.51M	Buy	28,214 +8,006	+40%	+$500K	﹤0.01%	686
2021 Q2	$1.35M	Sell	20,208 -49	-0.2%	-$3.42K	﹤0.01%	690
2021 Q1	$1.46M	Buy	+20,257	New	+$1.41M	﹤0.01%	651

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

LIMS

Lasalle Investment Management Securities Baltimore, Maryland $2.81B AUM 16.57% 1-Year Est. Return

ClearBridge Investments's NHI Position: Q3 2024 in Review

ClearBridge Investments sold out of National Health Investors (NHI) in Q3 2024, closing a stake of 27,875 shares — an estimated $1.89M sold.

ClearBridge Investments first reported a position in NHI in Q1 2021 and held it in 14 quarters. The position peaked at $1.89M in Q2 2024. 283 funds tracked by Wall St. Rank hold NHI as of Q3 2024.

ClearBridge Investments reported no remaining National Health Investors position as of Q3 2024 after selling out during the quarter.
ClearBridge Investments sold 27,875 National Health Investors shares in Q3 2024, an estimated $1.89M.
ClearBridge Investments first reported a position in National Health Investors in Q1 2021 and held it in 14 quarters.
ClearBridge Investments's National Health Investors position peaked at $1.89M in Q2 2024.
283 funds tracked by Wall St. Rank held National Health Investors as of Q3 2024.

Based on ClearBridge Investments's 13F filing for Q3 2024, filed 12 Nov 2024.