Kennedy Capital Management’s National Health Investors NHI Stock Holding History

Kennedy 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
2021 Q3	–	Sell	-99,772	Closed	-$6.69M	–	646
2021 Q2	$6.69M	Sell	99,772 -107,609	-52%	-$7.5M	0.14%	281
2021 Q1	$15M	Sell	207,381 -12,013	-5%	-$838K	0.3%	88
2020 Q4	$15.2M	Buy	219,394 +9,291	+4%	+$591K	0.34%	71
2020 Q3	$12.7M	Sell	210,103 -1,962	-0.9%	-$121K	0.36%	54
2020 Q2	$12.9M	Buy	212,065 +14,645	+7%	+$805K	0.37%	49
2020 Q1	$9.78M	Sell	197,420 -45,961	-19%	-$3.49M	0.36%	51
2019 Q4	$19.8M	Buy	243,381 +120,383	+98%	+$9.86M	0.48%	17
2019 Q3	$10.1M	Buy	122,998 +72,998	+146%	+$5.94M	0.25%	113
2019 Q2	$3.9M	Buy	+50,000	New	+$3.89M	0.09%	398

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

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

Kennedy Capital Management's NHI Position: Q3 2021 in Review

Kennedy Capital Management sold out of National Health Investors (NHI) in Q3 2021, closing a stake of 99,772 shares — an estimated $6.69M sold.

Kennedy Capital Management first reported a position in NHI in Q2 2019 and held it in 9 quarters. The position peaked at $19.8M in Q4 2019. 239 funds tracked by Wall St. Rank hold NHI as of Q3 2021.

Kennedy Capital Management reported no remaining National Health Investors position as of Q3 2021 after selling out during the quarter.
Kennedy Capital Management sold 99,772 National Health Investors shares in Q3 2021, an estimated $6.69M.
Kennedy Capital Management first reported a position in National Health Investors in Q2 2019 and held it in 9 quarters.
Kennedy Capital Management's National Health Investors position peaked at $19.8M in Q4 2019.
239 funds tracked by Wall St. Rank held National Health Investors as of Q3 2021.

Based on Kennedy Capital Management's 13F filing for Q3 2021, filed 15 Nov 2021.