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MPWT
MassMutual Private Wealth & Trust’s
National Health Investors
NHI
Stock Holding History
MassMutual Private Wealth & Trust’s Portfolio
NHI Stock Details
NHI Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2023
Q4
–
Sell
-10
Closed
-$514
–
2043
2023
Q3
$514
Hold
10
–
–
﹤0.01%
1817
2023
Q2
$524
Buy
+10
New
+$515
﹤0.01%
1772
2023
Q1
–
Sell
-39
Closed
-$2.13K
–
1861
2022
Q4
$2K
Sell
39
-2
-5%
-$110
﹤0.01%
1291
2022
Q3
$2K
Hold
41
–
–
﹤0.01%
1250
2022
Q2
$2K
Sell
41
-3
-7%
-$171
﹤0.01%
1169
2022
Q1
$3K
Sell
44
-5
-10%
-$285
﹤0.01%
1071
2021
Q4
$3K
Buy
+49
New
+$2.71K
﹤0.01%
1014
2019
Q4
–
Sell
-275
Closed
-$23K
–
856
2019
Q3
$23K
Hold
275
–
–
﹤0.01%
500
2019
Q2
$21K
Sell
275
-253
-48%
-$19.7K
﹤0.01%
492
2019
Q1
$41.5K
Hold
528
–
–
﹤0.01%
441
2018
Q4
$39.9K
Hold
528
–
–
﹤0.01%
430
2018
Q3
$39.9K
Buy
+528
New
+$40.3K
﹤0.01%
445
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1-Year Est. Return
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1-Year Est. Return
Macquarie Group
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$16.8B AUM
27.39%
1-Year Est. Return
Geode Capital Management
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$1.61T AUM
30.72%
1-Year Est. Return
Bank of America
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$1.37T AUM
24.88%
1-Year Est. Return
Charles Schwab
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$654B AUM
26.35%
1-Year Est. Return
Dimensional Fund Advisors
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$481B AUM
30.42%
1-Year Est. Return
Bank of New York Mellon
New York
$544B AUM
28.31%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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