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
Search
Sign in
Sign up
Jacobs Levy Equity Management’s
National Health Investors
NHI
Stock Holding History
Jacobs Levy Equity 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
2022
Q3
–
Sell
-7,769
Closed
-$471K
–
1112
2022
Q2
$471K
Sell
7,769
-43,796
-85%
-$2.49M
﹤0.01%
876
2022
Q1
$3.04M
Sell
51,565
-775
-1%
-$44.1K
0.02%
524
2021
Q4
$3.01M
Sell
52,340
-12,729
-20%
-$704K
0.02%
535
2021
Q3
$3.48M
Buy
65,069
+229
+0.4%
+$14.3K
0.02%
504
2021
Q2
$4.35M
Sell
64,840
-15,823
-20%
-$1.1M
0.03%
461
2021
Q1
$5.83M
Buy
80,663
+325
+0.4%
+$22.7K
0.05%
391
2020
Q4
$5.56M
Buy
80,338
+2,853
+4%
+$181K
0.05%
377
2020
Q3
$4.67M
Sell
77,485
-3,424
-4%
-$211K
0.05%
355
2020
Q2
$4.91M
Sell
80,909
-42,763
-35%
-$2.35M
0.05%
340
2020
Q1
$6.12M
Buy
+123,672
New
+$9.39M
0.08%
255
2016
Q4
–
Sell
-4,200
Closed
-$330K
–
1032
2016
Q3
$330K
Hold
4,200
–
–
0.01%
789
2016
Q2
$315K
Buy
+4,200
New
+$291K
0.01%
865
2014
Q1
–
Sell
-85,457
Closed
-$4.79M
–
972
2013
Q4
$4.79M
Buy
+85,457
New
+$5.08M
0.07%
295
Other funds holding NHI
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Macquarie Group
Sydney, NSW 2000, Australia
$16.8B AUM
27.39%
1-Year Est. Return
Westfield Capital Management
Boston, Massachusetts
$23.8B AUM
49.45%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
American Century Companies
Kansas City, Missouri
$194B AUM
35%
1-Year Est. Return
Bank of New York Mellon
New York
$544B AUM
28.31%
1-Year Est. Return
Charles Schwab
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
Sign up
Sign in
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
Theme
Close