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Ladenburg Thalmann Financial Services’s National Health Investors NHI Stock Holding History

Ladenburg Thalmann Financial Services’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
2019
Q4 		$171K Sell
2,096
-102
-5% -$8.35K ﹤0.01% 2627
2019
Q3 		$180K Sell
2,198
-586
-21% -$47.7K ﹤0.01% 2547
2019
Q2 		$217K Sell
2,784
-159
-5% -$12.4K ﹤0.01% 2413
2019
Q1 		$230K Sell
2,943
-57
-2% -$4.53K ﹤0.01% 2290
2018
Q4 		$227K Buy
3,000
+164
+6% +$12.4K ﹤0.01% 2151
2018
Q3 		$213K Sell
2,836
-63
-2% -$4.81K ﹤0.01% 2265
2018
Q2 		$195K Hold
2,899
– – ﹤0.01% 2257
2018
Q1 		$195K Buy
2,899
+132
+5% +$9.02K ﹤0.01% 2257
2017
Q4 		$209K Buy
2,767
+166
+6% +$12.9K ﹤0.01% 2189
2017
Q3 		$203K Sell
2,601
-642
-20% -$50.2K ﹤0.01% 2098
2017
Q2 		$257K Buy
3,243
+381
+13% +$28.8K ﹤0.01% 1838
2017
Q1 		$207K Buy
2,862
+1
+0% +$73 ﹤0.01% 1888
2016
Q4 		$212K Buy
2,861
+182
+7% +$13.4K ﹤0.01% 1789
2016
Q3 		$210K Sell
2,679
-2
-0.1% -$157 ﹤0.01% 1721
2016
Q2 		$202K Buy
2,681
+2
+0.1% +$139 ﹤0.01% 1677
2016
Q1 		$177K Buy
2,679
+199
+8% +$12.3K ﹤0.01% 1690
2015
Q4 		$151K Buy
2,480
+3
+0.1% +$179 ﹤0.01% 1772
2015
Q3 		$142K Buy
2,477
+338
+16% +$20.4K ﹤0.01% 1737
2015
Q2 		$134K Buy
2,139
+97
+5% +$6.49K ﹤0.01% 1885
2015
Q1 		$145K Buy
2,042
+513
+34% +$37K ﹤0.01% 1811
2014
Q4 		$107K Buy
1,529
+749
+96% +$48.7K ﹤0.01% 1845
2014
Q3 		$45K Buy
780
+2
+0.3% +$124 ﹤0.01% 2098
2014
Q2 		$49K Buy
778
+1
+0.1% +$62 ﹤0.01% 2067
2014
Q1 		$47K Buy
777
+18
+2% +$1.09K ﹤0.01% 2017
2013
Q4 		$43K Buy
759
+1
+0.1% +$59 ﹤0.01% 2015
2013
Q3 		$43K Buy
758
+101
+15% +$6.03K ﹤0.01% 1919
2013
Q2 		$39K Buy
+657
New +$42.5K ﹤0.01% 1889

Other funds holding NHI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ladenburg Thalmann Financial Services's NHI Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services reduced its National Health Investors (NHI) stake by 4.6% in Q4 2019, selling an estimated $8.35K and leaving 2,096 shares worth $171K. The position accounts for ﹤0.01% of the portfolio, ranked #2627.

Ladenburg Thalmann Financial Services first reported a position in NHI in Q2 2013 and has held it in 27 quarters since. The position peaked at $257K in Q2 2017. 272 funds tracked by Wall St. Rank hold NHI as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 2,096 shares of National Health Investors worth $171K as of Q4 2019.
  • Ladenburg Thalmann Financial Services sold 102 National Health Investors shares in Q4 2019, an estimated $8.35K.
  • National Health Investors made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #2627 holding.
  • Ladenburg Thalmann Financial Services first reported a position in National Health Investors in Q2 2013 and has held it in 27 quarters since.
  • Ladenburg Thalmann Financial Services's National Health Investors position peaked at $257K in Q2 2017.
  • 272 funds tracked by Wall St. Rank held National Health Investors as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.