Great Lakes Advisors’s National Health Investors NHI Stock Holding History

Great Lakes Advisors’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 Q1	–	Sell	-73,581	Closed	-$5.1M	–	843
2024 Q4	$5.1M	Sell	73,581 -2,618	-3%	-$199K	0.04%	313
2024 Q3	$6.41M	Buy	+76,199	New	+$5.87M	0.05%	261

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Great Lakes Advisors's NHI Position: Q1 2025 in Review

Great Lakes Advisors sold out of National Health Investors (NHI) in Q1 2025, closing a stake of 73,581 shares — an estimated $5.1M sold.

Great Lakes Advisors first reported a position in NHI in Q3 2024 and held it in 2 quarters. The position peaked at $6.41M in Q3 2024. 285 funds tracked by Wall St. Rank hold NHI as of Q1 2025.

Great Lakes Advisors reported no remaining National Health Investors position as of Q1 2025 after selling out during the quarter.
Great Lakes Advisors sold 73,581 National Health Investors shares in Q1 2025, an estimated $5.1M.
Great Lakes Advisors first reported a position in National Health Investors in Q3 2024 and held it in 2 quarters.
Great Lakes Advisors's National Health Investors position peaked at $6.41M in Q3 2024.
285 funds tracked by Wall St. Rank held National Health Investors as of Q1 2025.

Based on Great Lakes Advisors's 13F filing for Q1 2025, filed 16 May 2025.