Globeflex Capital’s National Health Investors NHI Stock Holding History

Globeflex 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 Q3	–	Sell	-8,896	Closed	-$596K	–	480
2021 Q2	$596K	Sell	8,896 -1,868	-17%	-$130K	0.11%	268
2021 Q1	$778K	Buy	10,764 +1,942	+22%	+$136K	0.14%	230
2020 Q4	$610K	Sell	8,822 -180	-2%	-$11.4K	0.13%	254
2020 Q3	$543K	Hold	9,002	–	–	0.14%	236
2020 Q2	$547K	Buy	+9,002	New	+$495K	0.14%	250
2016 Q3	–	Sell	-13,886	Closed	-$1.04M	–	526
2016 Q2	$1.04M	Hold	13,886	–	–	0.29%	130
2016 Q1	$924K	Buy	13,886 +658	+5%	+$40.6K	0.25%	144
2015 Q4	$805K	Sell	13,228 -440	-3%	-$26.2K	0.21%	184
2015 Q3	$786K	Buy	13,668 +4,501	+49%	+$272K	0.17%	219
2015 Q2	$571K	Sell	9,167 -43	-0.5%	-$2.88K	0.1%	295
2015 Q1	$654K	Buy	+9,210	New	+$665K	0.12%	277

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

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

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

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

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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Globeflex Capital's NHI Position: Q3 2021 in Review

Globeflex Capital sold out of National Health Investors (NHI) in Q3 2021, closing a stake of 8,896 shares — an estimated $596K sold.

Globeflex Capital first reported a position in NHI in Q1 2015 and held it in 11 quarters. The position peaked at $1.04M in Q2 2016. 239 funds tracked by Wall St. Rank hold NHI as of Q3 2021.

Globeflex Capital reported no remaining National Health Investors position as of Q3 2021 after selling out during the quarter.
Globeflex Capital sold 8,896 National Health Investors shares in Q3 2021, an estimated $596K.
Globeflex Capital first reported a position in National Health Investors in Q1 2015 and held it in 11 quarters.
Globeflex Capital's National Health Investors position peaked at $1.04M in Q2 2016.
239 funds tracked by Wall St. Rank held National Health Investors as of Q3 2021.

Based on Globeflex Capital's 13F filing for Q3 2021, filed 12 Nov 2021.