GCM
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Graham Capital Management’s National Health Investors NHI Stock Holding History

Graham Capital 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
2025
Q3 		– Sell
-18,954
Closed -$1.33M – 1531
2025
Q2 		$1.33M Sell
18,954
-5,425
-22% -$397K 0.04% 491
2025
Q1 		$1.8M Buy
24,379
+2,227
+10% +$157K 0.06% 360
2024
Q4 		$1.54M Buy
22,152
+6,648
+43% +$506K 0.05% 374
2024
Q3 		$1.3M Buy
+15,504
New +$1.2M 0.04% 393
2023
Q2 		– Sell
-16,550
Closed -$854K – 1194
2023
Q1 		$854K Sell
16,550
-23,442
-59% -$1.28M 0.03% 574
2022
Q4 		$2.09M Buy
39,992
+32,167
+411% +$1.76M 0.08% 253
2022
Q3 		$442K Sell
7,825
-78,302
-91% -$4.93M 0.02% 782
2022
Q2 		$5.22M Buy
86,127
+41,366
+92% +$2.35M 0.24% 56
2022
Q1 		$2.64M Buy
+44,761
New +$2.55M 0.12% 99

Other funds holding NHI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return