Paloma Partners’s National Health Investors NHI Stock Holding History

Paloma Partners’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 Q2	–	Sell	-2,772	Closed	-$200K	–	2103
2021 Q1	$200K	Sell	2,772 -2,093	-43%	-$146K	﹤0.01%	1780
2020 Q4	$337K	Sell	4,865 -11,075	-69%	-$704K	0.01%	1105
2020 Q3	$961K	Buy	15,940 +11,363	+248%	+$702K	0.02%	765
2020 Q2	$278K	Buy	+4,577	New	+$251K	﹤0.01%	1513
2019 Q4	–	Sell	-14,341	Closed	-$1.18M	–	2386
2019 Q3	$1.18M	Buy	+14,341	New	+$1.17M	0.02%	657
2018 Q3	–	Sell	-7,687	Closed	-$566K	–	1809
2018 Q2	$566K	Buy	+7,687	New	+$543K	0.01%	969
2017 Q4	–	Sell	-7,147	Closed	-$552K	–	2174
2017 Q3	$552K	Buy	+7,147	New	+$559K	0.01%	1476
2015 Q3	–	Sell	-4,600	Closed	-$287K	–	1802
2015 Q2	$287K	Buy	4,600 +1,737	+61%	+$116K	0.01%	1354
2015 Q1	$203K	Buy	+2,863	New	+$207K	0.01%	1080

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

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

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

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

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

Paloma Partners's NHI Position: Q2 2021 in Review

Paloma Partners sold out of National Health Investors (NHI) in Q2 2021, closing a stake of 2,772 shares — an estimated $200K sold.

Paloma Partners first reported a position in NHI in Q1 2015 and held it in 9 quarters. The position peaked at $1.18M in Q3 2019. 239 funds tracked by Wall St. Rank hold NHI as of Q2 2021.

Paloma Partners reported no remaining National Health Investors position as of Q2 2021 after selling out during the quarter.
Paloma Partners sold 2,772 National Health Investors shares in Q2 2021, an estimated $200K.
Paloma Partners first reported a position in National Health Investors in Q1 2015 and held it in 9 quarters.
Paloma Partners's National Health Investors position peaked at $1.18M in Q3 2019.
239 funds tracked by Wall St. Rank held National Health Investors as of Q2 2021.

Based on Paloma Partners's 13F filing for Q2 2021, filed 16 Aug 2021.