JLP Asset Management’s National Health Investors NHI Stock Holding History

JLP Asset 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 Q1	–	Sell	-8,435	Closed	-$485K	–	26
2021 Q4	$485K	Sell	8,435 -600	-7%	-$33.2K	0.24%	30
2021 Q3	$483K	Sell	9,035 -300	-3%	-$18.7K	0.27%	31
2021 Q2	$626K	Sell	9,335 -800	-8%	-$55.8K	0.34%	31
2021 Q1	$733K	Sell	10,135 -1,820	-15%	-$127K	0.47%	30
2020 Q4	$827K	Sell	11,955 -1,400	-10%	-$89K	0.55%	28
2020 Q3	$805K	Sell	13,355 -8,800	-40%	-$543K	0.7%	26
2020 Q2	$1.34M	Sell	22,155 -17,240	-44%	-$947K	1.08%	24
2020 Q1	$1.95M	Buy	39,395 +1,400	+4%	+$106K	1.35%	24
2019 Q4	$3.1M	Sell	37,995 -20,430	-35%	-$1.67M	2.13%	21
2019 Q3	$4.81M	Sell	58,425 -2,660	-4%	-$216K	3.21%	14
2019 Q2	$4.77M	Hold	61,085	–	–	3.12%	11
2019 Q1	$4.8M	Buy	61,085 +30,320	+99%	+$2.41M	3.25%	12
2018 Q4	$2.32M	Buy	+30,765	New	+$2.32M	2.06%	20

Other funds holding NHI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

LIMS

Lasalle Investment Management Securities Baltimore, Maryland $2.81B AUM 16.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

JLP Asset Management's NHI Position: Q1 2022 in Review

JLP Asset Management sold out of National Health Investors (NHI) in Q1 2022, closing a stake of 8,435 shares — an estimated $485K sold.

JLP Asset Management first reported a position in NHI in Q4 2018 and held it in 13 quarters. The position peaked at $4.81M in Q3 2019. 233 funds tracked by Wall St. Rank hold NHI as of Q1 2022.

JLP Asset Management reported no remaining National Health Investors position as of Q1 2022 after selling out during the quarter.
JLP Asset Management sold 8,435 National Health Investors shares in Q1 2022, an estimated $485K.
JLP Asset Management first reported a position in National Health Investors in Q4 2018 and held it in 13 quarters.
JLP Asset Management's National Health Investors position peaked at $4.81M in Q3 2019.
233 funds tracked by Wall St. Rank held National Health Investors as of Q1 2022.

Based on JLP Asset Management's 13F filing for Q1 2022, filed 10 May 2022.