New Mexico Educational Retirement Board’s National Health Investors NHI Stock Holding History

New Mexico Educational Retirement Board’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
2017 Q4	–	Sell	-5,502	Closed	-$425K	–	935
2017 Q3	$425K	Hold	5,502	–	–	0.02%	535
2017 Q2	$425K	Hold	5,502	–	–	0.02%	534
2017 Q1	$400K	Hold	5,502	–	–	0.02%	545
2016 Q4	$408K	Hold	5,502	–	–	0.02%	541
2016 Q3	$432K	Hold	5,502	–	–	0.02%	527
2016 Q2	$413K	Hold	5,502	–	–	0.02%	531
2016 Q1	$366K	Sell	5,502 -2,700	-33%	-$167K	0.02%	536
2015 Q4	$499K	Hold	8,202	–	–	0.02%	525
2015 Q3	$472K	Hold	8,202	–	–	0.02%	532
2015 Q2	$511K	Hold	8,202	–	–	0.02%	529
2015 Q1	$582K	Hold	8,202	–	–	0.03%	525
2014 Q4	$574K	Buy	8,202 +1,000	+14%	+$65K	0.02%	528
2014 Q3	$412K	Hold	7,202	–	–	0.02%	555
2014 Q2	$451K	Sell	7,202 -3,500	-33%	-$216K	0.02%	548
2014 Q1	$647K	Buy	+10,702	New	+$649K	0.03%	520
2013 Q3	–	Sell	-8,202	Closed	-$491K	–	858
2013 Q2	$491K	Buy	+8,202	New	+$531K	0.02%	547

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

New Mexico Educational Retirement Board's NHI Position: Q4 2017 in Review

New Mexico Educational Retirement Board sold out of National Health Investors (NHI) in Q4 2017, closing a stake of 5,502 shares — an estimated $425K sold.

New Mexico Educational Retirement Board first reported a position in NHI in Q2 2013 and held it in 16 quarters. The position peaked at $647K in Q1 2014. 214 funds tracked by Wall St. Rank hold NHI as of Q4 2017.

New Mexico Educational Retirement Board reported no remaining National Health Investors position as of Q4 2017 after selling out during the quarter.
New Mexico Educational Retirement Board sold 5,502 National Health Investors shares in Q4 2017, an estimated $425K.
New Mexico Educational Retirement Board first reported a position in National Health Investors in Q2 2013 and held it in 16 quarters.
New Mexico Educational Retirement Board's National Health Investors position peaked at $647K in Q1 2014.
214 funds tracked by Wall St. Rank held National Health Investors as of Q4 2017.

Based on New Mexico Educational Retirement Board's 13F filing for Q4 2017, filed 8 Feb 2018.