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Pathstone Family Office’s National Health Investors NHI Stock Holding History

Pathstone Family Office’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
-104
Closed -$5K – 889
2020
Q1 		$5K Buy
+104
New +$7.89K ﹤0.01% 617

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

Pathstone Family Office's NHI Position: Q2 2020 in Review

Pathstone Family Office sold out of National Health Investors (NHI) in Q2 2020, closing a stake of 104 shares — an estimated $5K sold.

Pathstone Family Office first reported a position in NHI in Q1 2020 and held it in 1 quarter. The position peaked at $5K in Q1 2020. 237 funds tracked by Wall St. Rank hold NHI as of Q2 2020.

  • Pathstone Family Office reported no remaining National Health Investors position as of Q2 2020 after selling out during the quarter.
  • Pathstone Family Office sold 104 National Health Investors shares in Q2 2020, an estimated $5K.
  • Pathstone Family Office first reported a position in National Health Investors in Q1 2020 and held it in 1 quarter.
  • Pathstone Family Office's National Health Investors position peaked at $5K in Q1 2020.
  • 237 funds tracked by Wall St. Rank held National Health Investors as of Q2 2020.

Based on Pathstone Family Office's 13F filing for Q2 2020, filed 14 Aug 2020.