Connor, Clark & Lunn Investment Management (CC&L)’s National Health Investors NHI Stock Holding History

Connor, Clark & Lunn Investment Management (CC&L)’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
2025 Q4	–	Sell	-2,627	Closed	-$209K	–	1699
2025 Q3	$209K	Buy	+2,627	New	+$197K	﹤0.01%	1418
2024 Q4	–	Sell	-3,355	Closed	-$282K	–	1560
2024 Q3	$282K	Buy	+3,355	New	+$259K	﹤0.01%	1257
2023 Q4	–	Sell	-14,743	Closed	-$757K	–	1503
2023 Q3	$757K	Buy	14,743 +3,916	+36%	+$205K	﹤0.01%	910
2023 Q2	$568K	Buy	+10,827	New	+$558K	﹤0.01%	952
2020 Q2	–	Sell	-10,900	Closed	-$540K	–	1131
2020 Q1	$540K	Buy	+10,900	New	+$827K	﹤0.01%	676
2019 Q1	–	Sell	-4,850	Closed	-$366K	–	1004
2018 Q4	$366K	Sell	4,850 -16,400	-77%	-$1.24M	﹤0.01%	763
2018 Q3	$1.61M	Buy	21,250 +1,600	+8%	+$122K	0.01%	479
2018 Q2	$1.45M	Buy	+19,650	New	+$1.39M	0.01%	542
2015 Q1	–	Sell	-5,500	Closed	-$385K	–	604
2014 Q4	$385K	Buy	+5,500	New	+$357K	﹤0.01%	427

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

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

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

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

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

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

Connor, Clark & Lunn Investment Management (CC&L)'s NHI Position: Q4 2025 in Review

Connor, Clark & Lunn Investment Management (CC&L) sold out of National Health Investors (NHI) in Q4 2025, closing a stake of 2,627 shares — an estimated $209K sold.

Connor, Clark & Lunn Investment Management (CC&L) first reported a position in NHI in Q4 2014 and held it in 9 quarters. The position peaked at $1.61M in Q3 2018. 296 funds tracked by Wall St. Rank hold NHI as of Q4 2025.

Connor, Clark & Lunn Investment Management (CC&L) reported no remaining National Health Investors position as of Q4 2025 after selling out during the quarter.
Connor, Clark & Lunn Investment Management (CC&L) sold 2,627 National Health Investors shares in Q4 2025, an estimated $209K.
Connor, Clark & Lunn Investment Management (CC&L) first reported a position in National Health Investors in Q4 2014 and held it in 9 quarters.
Connor, Clark & Lunn Investment Management (CC&L)'s National Health Investors position peaked at $1.61M in Q3 2018.
296 funds tracked by Wall St. Rank held National Health Investors as of Q4 2025.

Based on Connor, Clark & Lunn Investment Management (CC&L)'s 13F filing for Q4 2025, filed 10 Feb 2026.