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David Shaw’s National Health Investors NHI Stock Holding History

David Shaw’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
Q4 		– Sell
-4,500
Closed -$371K – 4107
2019
Q3 		$371K Sell
4,500
-9,700
-68% -$789K ﹤0.01% 3350
2019
Q2 		$1.11M Sell
14,200
-400
-3% -$31.1K ﹤0.01% 2614
2019
Q1 		$1.15M Buy
14,600
+10,900
+295% +$866K ﹤0.01% 2519
2018
Q4 		$279K Buy
+3,700
New +$279K ﹤0.01% 3392

Other funds holding NHI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

David Shaw's NHI Position: Q2 2026 in Review

David Shaw sold out of National Health Investors (NHI) in Q2 2026, closing a stake of 10,483 shares — an estimated $848K sold.

David Shaw first reported a position in NHI in Q4 2013 and held it in 26 quarters. The position peaked at $7.5M in Q1 2016. 300 funds tracked by Wall St. Rank hold NHI as of Q2 2026.

  • David Shaw reported no remaining National Health Investors position as of Q2 2026 after selling out during the quarter.
  • David Shaw sold 10,483 National Health Investors shares in Q2 2026, an estimated $848K.
  • David Shaw first reported a position in National Health Investors in Q4 2013 and held it in 26 quarters.
  • David Shaw's National Health Investors position peaked at $7.5M in Q1 2016.
  • 300 funds tracked by Wall St. Rank held National Health Investors as of Q2 2026.

Based on D.E. Shaw & Co's 13F filing for Q2 2026, filed 14 Aug 2026.