MML Investors Services
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MML Investors Services’s National Health Investors NHI Stock Holding History

MML Investors 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
2024
Q4 		– Sell
-2,731
Closed -$230K – 2712
2024
Q3 		$230K Buy
+2,731
New +$211K ﹤0.01% 2343
2024
Q1 		– Sell
-3,689
Closed -$206K – 2540
2023
Q4 		$206K Buy
+3,689
New +$195K ﹤0.01% 2301
2023
Q1 		– Sell
-4,384
Closed -$229K – 2198
2022
Q4 		$229K Buy
4,384
+85
+2% +$4.66K ﹤0.01% 1952
2022
Q3 		$243K Sell
4,299
-54
-1% -$3.4K ﹤0.01% 1811
2022
Q2 		$264K Buy
4,353
+116
+3% +$6.6K ﹤0.01% 1747
2022
Q1 		$250K Sell
4,237
-1,099
-21% -$62.6K ﹤0.01% 1832
2021
Q4 		$307K Buy
5,336
+427
+9% +$23.6K ﹤0.01% 1686
2021
Q3 		$263K Buy
4,909
+3
+0.1% +$187 ﹤0.01% 1708
2021
Q2 		$329K Sell
4,906
-90
-2% -$6.28K ﹤0.01% 1553
2021
Q1 		$361K Buy
4,996
+700
+16% +$48.9K ﹤0.01% 1421
2020
Q4 		$297K Buy
+4,296
New +$273K ﹤0.01% 1398
2018
Q4 		– Sell
-2,806
Closed -$212K – 1575
2018
Q3 		$212K Buy
+2,806
New +$214K ﹤0.01% 1472

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

MML Investors Services's NHI Position: Q4 2024 in Review

MML Investors Services sold out of National Health Investors (NHI) in Q4 2024, closing a stake of 2,731 shares — an estimated $230K sold.

MML Investors Services first reported a position in NHI in Q3 2018 and held it in 12 quarters. The position peaked at $361K in Q1 2021. 277 funds tracked by Wall St. Rank hold NHI as of Q4 2024.

  • MML Investors Services reported no remaining National Health Investors position as of Q4 2024 after selling out during the quarter.
  • MML Investors Services sold 2,731 National Health Investors shares in Q4 2024, an estimated $230K.
  • MML Investors Services first reported a position in National Health Investors in Q3 2018 and held it in 12 quarters.
  • MML Investors Services's National Health Investors position peaked at $361K in Q1 2021.
  • 277 funds tracked by Wall St. Rank held National Health Investors as of Q4 2024.

Based on MML Investors Services's 13F filing for Q4 2024, filed 13 Feb 2025.