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Oppenheimer & Co’s National Health Investors NHI Stock Holding History

Oppenheimer & Co’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
2021
Q3 		– Sell
-6,202
Closed -$416K – 1548
2021
Q2 		$416K Buy
6,202
+611
+11% +$42.6K 0.01% 1111
2021
Q1 		$404K Buy
+5,591
New +$390K 0.01% 1050
2018
Q2 		– Sell
-16,100
Closed -$1.08M – 1377
2018
Q1 		$1.08M Hold
16,100
– – 0.03% 585
2017
Q4 		$1.21M Hold
16,100
– – 0.03% 548
2017
Q3 		$1.24M Hold
16,100
– – 0.03% 537
2017
Q2 		$1.27M Hold
16,100
– – 0.04% 518
2017
Q1 		$1.17M Hold
16,100
– – 0.03% 529
2016
Q4 		$1.19M Hold
16,100
– – 0.03% 508
2016
Q3 		$1.26M Hold
16,100
– – 0.04% 511
2016
Q2 		$1.21M Hold
16,100
– – 0.04% 503
2016
Q1 		$1.07M Buy
16,100
+475
+3% +$29.3K 0.03% 519
2015
Q4 		$951K Hold
15,625
– – 0.03% 570
2015
Q3 		$898K Buy
15,625
+500
+3% +$30.2K 0.03% 623
2015
Q2 		$942K Buy
+15,125
New +$1.01M 0.03% 646

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Oppenheimer & Co's NHI Position: Q3 2021 in Review

Oppenheimer & Co sold out of National Health Investors (NHI) in Q3 2021, closing a stake of 6,202 shares — an estimated $416K sold.

Oppenheimer & Co first reported a position in NHI in Q2 2015 and held it in 14 quarters. The position peaked at $1.27M in Q2 2017. 239 funds tracked by Wall St. Rank hold NHI as of Q3 2021.

  • Oppenheimer & Co reported no remaining National Health Investors position as of Q3 2021 after selling out during the quarter.
  • Oppenheimer & Co sold 6,202 National Health Investors shares in Q3 2021, an estimated $416K.
  • Oppenheimer & Co first reported a position in National Health Investors in Q2 2015 and held it in 14 quarters.
  • Oppenheimer & Co's National Health Investors position peaked at $1.27M in Q2 2017.
  • 239 funds tracked by Wall St. Rank held National Health Investors as of Q3 2021.

Based on Oppenheimer & Co's 13F filing for Q3 2021, filed 12 Nov 2021.