Forward Management’s National Health Investors NHI Stock Holding History

Forward Management’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
2016 Q2	–	Sell	-4,969	Closed	-$331K	–	240
2016 Q1	$331K	Hold	4,969	–	–	0.03%	206
2015 Q4	$302K	Hold	4,969	–	–	0.03%	222
2015 Q3	$286K	Hold	4,969	–	–	0.02%	231
2015 Q2	$310K	Hold	4,969	–	–	0.02%	271
2015 Q1	$353K	Sell	4,969 -13,131	-73%	-$948K	0.02%	274
2014 Q4	$1.27M	Buy	+18,100	New	+$1.18M	0.07%	151

Other funds holding NHI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Forward Management's NHI Position: Q2 2016 in Review

Forward Management sold out of National Health Investors (NHI) in Q2 2016, closing a stake of 4,969 shares — an estimated $331K sold.

Forward Management first reported a position in NHI in Q4 2014 and held it in 6 quarters. The position peaked at $1.27M in Q4 2014. 200 funds tracked by Wall St. Rank hold NHI as of Q2 2016.

Forward Management reported no remaining National Health Investors position as of Q2 2016 after selling out during the quarter.
Forward Management sold 4,969 National Health Investors shares in Q2 2016, an estimated $331K.
Forward Management first reported a position in National Health Investors in Q4 2014 and held it in 6 quarters.
Forward Management's National Health Investors position peaked at $1.27M in Q4 2014.
200 funds tracked by Wall St. Rank held National Health Investors as of Q2 2016.

Based on Forward Management's 13F filing for Q2 2016, filed 3 Aug 2016.