FORA Capital’s National Health Investors NHI Stock Holding History

FORA Capital’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	-4,714	Closed	-$252K	–	412
2021 Q3	$252K	Buy	+4,714	New	+$295K	0.06%	306
2021 Q2	–	Sell	-578	Closed	-$42K	–	1055
2021 Q1	$42K	Buy	+578	New	+$40.3K	0.01%	574
2020 Q1	–	Sell	-2,626	Closed	-$214K	–	1228
2019 Q4	$214K	Buy	+2,626	New	+$215K	0.02%	596

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 $3.38T AUM 44.17% 1-Year Est. Return

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

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

FORA Capital's NHI Position: Q4 2021 in Review

FORA Capital sold out of National Health Investors (NHI) in Q4 2021, closing a stake of 4,714 shares — an estimated $252K sold.

FORA Capital first reported a position in NHI in Q4 2019 and held it in 3 quarters. The position peaked at $252K in Q3 2021. 228 funds tracked by Wall St. Rank hold NHI as of Q4 2021.

FORA Capital reported no remaining National Health Investors position as of Q4 2021 after selling out during the quarter.
FORA Capital sold 4,714 National Health Investors shares in Q4 2021, an estimated $252K.
FORA Capital first reported a position in National Health Investors in Q4 2019 and held it in 3 quarters.
FORA Capital's National Health Investors position peaked at $252K in Q3 2021.
228 funds tracked by Wall St. Rank held National Health Investors as of Q4 2021.

Based on FORA Capital's 13F filing for Q4 2021, filed 11 Feb 2022.