Natixis’s National Health Investors NHI Stock Holding History

Natixis’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
2023 Q2	–	Sell	-5,823	Closed	-$300K	–	1100
2023 Q1	$300K	Buy	+5,823	New	+$318K	﹤0.01%	693
2022 Q4	–	Sell	-18,400	Closed	-$1.04M	–	1268
2022 Q3	$1.04M	Buy	+18,400	New	+$1.16M	﹤0.01%	760
2021 Q2	–	Sell	-53,100	Closed	-$3.84M	–	922
2021 Q1	$3.84M	Buy	+53,100	New	+$3.71M	0.01%	567
2020 Q2	–	Sell	-22,000	Closed	-$1.09M	–	820
2020 Q1	$1.09M	Buy	22,000 +6,000	+38%	+$455K	0.01%	475
2019 Q4	$1.3M	Hold	16,000	–	–	0.01%	619
2019 Q3	$1.32M	Buy	+16,000	New	+$1.3M	0.01%	546
2017 Q4	–	Sell	-5,539	Closed	-$428K	–	1063
2017 Q3	$428K	Buy	+5,539	New	+$433K	﹤0.01%	747

Other funds holding NHI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Natixis's NHI Position: Q2 2023 in Review

Natixis sold out of National Health Investors (NHI) in Q2 2023, closing a stake of 5,823 shares — an estimated $300K sold.

Natixis first reported a position in NHI in Q3 2017 and held it in 7 quarters. The position peaked at $3.84M in Q1 2021. 211 funds tracked by Wall St. Rank hold NHI as of Q2 2023.

Natixis reported no remaining National Health Investors position as of Q2 2023 after selling out during the quarter.
Natixis sold 5,823 National Health Investors shares in Q2 2023, an estimated $300K.
Natixis first reported a position in National Health Investors in Q3 2017 and held it in 7 quarters.
Natixis's National Health Investors position peaked at $3.84M in Q1 2021.
211 funds tracked by Wall St. Rank held National Health Investors as of Q2 2023.

Based on Natixis's 13F filing for Q2 2023, filed 11 Aug 2023.