Marshall Wace North America’s National Health Investors NHI Stock Holding History

Marshall Wace North America’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	$963K	Buy	+18,010	New	+$1.13M	﹤0.01%	934
2020 Q2	–	Sell	-26,759	Closed	-$1.32M	–	1361
2020 Q1	$1.32M	Buy	26,759 +25,500	+2,025%	+$1.94M	0.01%	564
2019 Q4	$103K	Sell	1,259 -276	-18%	-$22.6K	﹤0.01%	1060
2019 Q3	$126K	Buy	+1,535	New	+$125K	﹤0.01%	1019
2019 Q2	–	Sell	-389	Closed	-$31K	–	1452
2019 Q1	$31K	Buy	+389	New	+$30.9K	﹤0.01%	1332
2018 Q3	–	Sell	-14,042	Closed	-$1.03M	–	1220
2018 Q2	$1.03M	Buy	+14,042	New	+$992K	0.01%	920
2017 Q2	–	Sell	-93,066	Closed	-$6.79M	–	1405
2017 Q1	$6.79M	Buy	+93,066	New	+$6.82M	0.05%	332

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

Marshall Wace North America's NHI Position: Q3 2021 in Review

Marshall Wace North America opened a new position in National Health Investors (NHI) in Q3 2021: 18,010 shares worth $963K. The stake represents ﹤0.01% of the portfolio and ranks #934 among its holdings. This is a return to the name: Marshall Wace North America previously reported a position in NHI as recently as Q1 2020.

Marshall Wace North America first reported a position in NHI in Q1 2017 and has held it in 7 quarters since. The position peaked at $6.79M in Q1 2017. 239 funds tracked by Wall St. Rank hold NHI as of Q3 2021.

Marshall Wace North America held 18,010 shares of National Health Investors worth $963K as of Q3 2021.
National Health Investors was a new Marshall Wace North America position in Q3 2021.
National Health Investors made up ﹤0.01% of Marshall Wace North America's portfolio in Q3 2021, its #934 holding.
Marshall Wace North America first reported a position in National Health Investors in Q1 2017 and has held it in 7 quarters since.
Marshall Wace North America's National Health Investors position peaked at $6.79M in Q1 2017.
239 funds tracked by Wall St. Rank held National Health Investors as of Q3 2021.

Based on Marshall Wace North America's 13F filing for Q3 2021, filed 15 Nov 2021.