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

Marshall Wace’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
2026
Q2 		$6.42M Sell
84,191
-49,950
-37% -$3.83M 0.01% 1243
2026
Q1 		$10.8M Sell
134,141
-115,808
-46% -$9.64M 0.01% 938
2025
Q4 		$19.1M Sell
249,949
-52,478
-17% -$4.02M 0.02% 643
2025
Q3 		$24M Sell
302,427
-261,584
-46% -$19.6M 0.02% 574
2025
Q2 		$39.5M Sell
564,011
-19,424
-3% -$1.42M 0.04% 360
2025
Q1 		$43.1M Buy
583,435
+31,850
+6% +$2.25M 0.05% 317
2024
Q4 		$38.2M Buy
551,585
+340,712
+162% +$25.9M 0.05% 346
2024
Q3 		$17.7M Buy
+210,873
New +$16.3M 0.02% 548
2024
Q2 		– Sell
-7,639
Closed -$480K – 2818
2024
Q1 		$480K Buy
+7,639
New +$431K ﹤0.01% 1939
2023
Q3 		– Sell
-70,074
Closed -$3.67M – 2521
2023
Q2 		$3.67M Buy
+70,074
New +$3.61M 0.01% 1152
2023
Q1 		– Sell
-151,270
Closed -$7.9M – 2960
2022
Q4 		$7.9M Buy
+151,270
New +$8.29M 0.02% 933
2022
Q2 		– Sell
-85,630
Closed -$5.05M – 3710
2022
Q1 		$5.05M Buy
+85,630
New +$4.87M 0.01% 1358
2021
Q4 		– Sell
-7,975
Closed -$426K – 4158
2021
Q3 		$426K Buy
+7,975
New +$498K ﹤0.01% 2469
2020
Q2 		– Sell
-29,640
Closed -$1.47M – 1823
2020
Q1 		$1.47M Sell
29,640
-54,317
-65% -$4.12M 0.01% 716
2019
Q4 		$6.84M Buy
83,957
+83,529
+19,516% +$6.84M 0.05% 419
2019
Q3 		$35K Sell
428
-86,462
-100% -$7.04M ﹤0.01% 1539
2019
Q2 		$6.78M Buy
+86,890
New +$6.75M 0.06% 395

Other funds holding NHI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

Marshall Wace's NHI Position: Q2 2026 in Review

Marshall Wace reduced its National Health Investors (NHI) stake by 37% in Q2 2026, selling an estimated $3.83M and leaving 84,191 shares worth $6.42M. The position accounts for 0.01% of the portfolio, ranked #1243.

Marshall Wace first reported a position in NHI in Q2 2019 and has held it in 17 quarters since. The position peaked at $43.1M in Q1 2025. 303 funds tracked by Wall St. Rank hold NHI as of Q2 2026.

  • Marshall Wace held 84,191 shares of National Health Investors worth $6.42M as of Q2 2026.
  • Marshall Wace sold 49,950 National Health Investors shares in Q2 2026, an estimated $3.83M.
  • National Health Investors made up 0.01% of Marshall Wace's portfolio in Q2 2026, its #1243 holding.
  • Marshall Wace first reported a position in National Health Investors in Q2 2019 and has held it in 17 quarters since.
  • Marshall Wace's National Health Investors position peaked at $43.1M in Q1 2025.
  • 303 funds tracked by Wall St. Rank held National Health Investors as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.