Duality Advisers’s National Health Investors NHI Stock Holding History

Duality Advisers’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 Q4	–	Sell	-37,432	Closed	-$2M	–	629
2021 Q3	$2M	Buy	37,432 +4,865	+15%	+$304K	0.15%	244
2021 Q2	$2.18M	Buy	+32,567	New	+$2.27M	0.19%	185
2020 Q4	–	Sell	-4,120	Closed	-$248K	–	668
2020 Q3	$248K	Buy	+4,120	New	+$254K	0.02%	544

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

LIMS

Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return

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

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

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

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

Duality Advisers's NHI Position: Q4 2021 in Review

Duality Advisers sold out of National Health Investors (NHI) in Q4 2021, closing a stake of 37,432 shares — an estimated $2M sold.

Duality Advisers first reported a position in NHI in Q3 2020 and held it in 3 quarters. The position peaked at $2.18M in Q2 2021. 228 funds tracked by Wall St. Rank hold NHI as of Q4 2021.

Duality Advisers reported no remaining National Health Investors position as of Q4 2021 after selling out during the quarter.
Duality Advisers sold 37,432 National Health Investors shares in Q4 2021, an estimated $2M.
Duality Advisers first reported a position in National Health Investors in Q3 2020 and held it in 3 quarters.
Duality Advisers's National Health Investors position peaked at $2.18M in Q2 2021.
228 funds tracked by Wall St. Rank held National Health Investors as of Q4 2021.

Based on Duality Advisers's 13F filing for Q4 2021, filed 2 Feb 2022.