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Monarch Partners Asset Management’s National Health Investors NHI Stock Holding History

Monarch Partners Asset Management’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
2020
Q2 		– Sell
-75,017
Closed -$3.71M – 196
2020
Q1 		$3.71M Buy
+75,017
New +$5.69M 1.3% 30

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Monarch Partners Asset Management's NHI Position: Q2 2020 in Review

Monarch Partners Asset Management sold out of National Health Investors (NHI) in Q2 2020, closing a stake of 75,017 shares — an estimated $3.71M sold.

Monarch Partners Asset Management first reported a position in NHI in Q1 2020 and held it in 1 quarter. The position peaked at $3.71M in Q1 2020. 237 funds tracked by Wall St. Rank hold NHI as of Q2 2020.

  • Monarch Partners Asset Management reported no remaining National Health Investors position as of Q2 2020 after selling out during the quarter.
  • Monarch Partners Asset Management sold 75,017 National Health Investors shares in Q2 2020, an estimated $3.71M.
  • Monarch Partners Asset Management first reported a position in National Health Investors in Q1 2020 and held it in 1 quarter.
  • Monarch Partners Asset Management's National Health Investors position peaked at $3.71M in Q1 2020.
  • 237 funds tracked by Wall St. Rank held National Health Investors as of Q2 2020.

Based on Monarch Partners Asset Management's 13F filing for Q2 2020, filed 31 Jul 2020.