Federated Hermes
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Federated Hermes’s National Health Investors NHI Stock Holding History

Federated Hermes’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
2023
Q4 		– Sell
-36
Closed -$1.85K – 2144
2023
Q3 		$1.85K Sell
36
-15
-29% -$785 ﹤0.01% 1974
2023
Q2 		$2.67K Sell
51
-112
-69% -$5.77K ﹤0.01% 1979
2023
Q1 		$8.41K Buy
163
+8
+5% +$436 ﹤0.01% 1885
2022
Q4 		$8.09K Buy
+155
New +$8.5K ﹤0.01% 1890
2021
Q4 		– Sell
-9
Closed -$1K – 2271
2021
Q3 		$1K Sell
9
-2
-18% -$125 ﹤0.01% 2150
2021
Q2 		$1K Sell
11
-27
-71% -$1.88K ﹤0.01% 2144
2021
Q1 		$3K Sell
38
-11
-22% -$768 ﹤0.01% 2096
2020
Q4 		$3K Hold
49
– – ﹤0.01% 2096
2020
Q3 		$3K Sell
49
-97
-66% -$5.99K ﹤0.01% 2073
2020
Q2 		$9K Buy
146
+131
+873% +$7.2K ﹤0.01% 1947
2020
Q1 		$1K Sell
15
-45,501
-100% -$3.45M ﹤0.01% 2131
2019
Q4 		$3.71M Sell
45,516
-44,386
-49% -$3.63M 0.01% 857
2019
Q3 		$7.41M Buy
+89,902
New +$7.32M 0.02% 657

Other funds holding NHI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Federated Hermes's NHI Position: Q4 2023 in Review

Federated Hermes sold out of National Health Investors (NHI) in Q4 2023, closing a stake of 36 shares — an estimated $1.85K sold.

Federated Hermes first reported a position in NHI in Q3 2019 and held it in 13 quarters. The position peaked at $7.41M in Q3 2019. 211 funds tracked by Wall St. Rank hold NHI as of Q4 2023.

  • Federated Hermes reported no remaining National Health Investors position as of Q4 2023 after selling out during the quarter.
  • Federated Hermes sold 36 National Health Investors shares in Q4 2023, an estimated $1.85K.
  • Federated Hermes first reported a position in National Health Investors in Q3 2019 and held it in 13 quarters.
  • Federated Hermes's National Health Investors position peaked at $7.41M in Q3 2019.
  • 211 funds tracked by Wall St. Rank held National Health Investors as of Q4 2023.

Based on Federated Hermes's 13F filing for Q4 2023, filed 31 Jan 2024.