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JCM
Jacobi Capital Management’s
National Health Investors
NHI
Stock Holding History
Jacobi Capital Management’s Portfolio
NHI Stock Details
NHI Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2021
Q4
–
Sell
-1,944
Closed
-$104K
–
991
2021
Q3
$104K
Buy
1,944
+26
+1%
+$1.63K
0.01%
508
2021
Q2
$129K
Buy
1,918
+29
+2%
+$2.02K
0.02%
442
2021
Q1
$137K
Buy
1,889
+31
+2%
+$2.16K
0.02%
399
2020
Q4
$128K
Buy
1,858
+35
+2%
+$2.23K
0.02%
375
2020
Q3
$110K
Buy
1,823
+31
+2%
+$1.91K
0.02%
375
2020
Q2
$109K
Buy
1,792
+38
+2%
+$2.09K
0.02%
355
2020
Q1
$87K
Buy
1,754
+22
+1%
+$1.67K
0.02%
344
2019
Q4
$141K
Buy
1,732
+22
+1%
+$1.8K
0.03%
326
2019
Q3
$141K
Buy
1,710
+22
+1%
+$1.79K
0.03%
314
2019
Q2
$132K
Buy
1,688
+23
+1%
+$1.79K
0.03%
318
2019
Q1
$131K
Buy
1,665
+20
+1%
+$1.59K
0.03%
277
2018
Q4
$124K
Buy
1,645
+21
+1%
+$1.58K
0.03%
274
2018
Q3
$123K
Buy
1,624
+21
+1%
+$1.6K
0.03%
290
2018
Q2
$118K
Sell
1,603
-249
-13%
-$17.6K
0.03%
288
2018
Q1
$122K
Buy
1,852
+25
+1%
+$1.71K
0.04%
266
2017
Q4
$135K
Hold
1,827
–
–
0.04%
218
2017
Q3
$142K
Buy
1,827
+1,192
+188%
+$93.2K
0.05%
190
2017
Q2
$49K
Buy
+635
New
+$48K
0.02%
308
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LIMS
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1-Year Est. Return
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1-Year Est. Return
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1-Year Est. Return
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1-Year Est. Return
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$871B AUM
31.28%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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