PEAK6 Investments’s National Health Investors NHI Stock Holding History

PEAK6 Investments’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 Q4	–	Sell	-1,512	Closed	-$77.7K	–	4631
2023 Q3	$77.7K	Sell	1,512 -1,088	-42%	-$56.9K	﹤0.01%	3499
2023 Q2	$136K	Buy	2,600 +680	+35%	+$35K	﹤0.01%	3093
2023 Q1	$99K	Sell	1,920 -4,363	-69%	-$238K	﹤0.01%	3517
2022 Q4	$328K	Buy	6,283 +1,560	+33%	+$85.5K	﹤0.01%	2884
2022 Q3	$267K	Buy	4,723 +2,123	+82%	+$134K	﹤0.01%	3435
2022 Q2	$136K	Buy	2,600 +2,024	+351%	+$115K	﹤0.01%	5047
2022 Q1	$34K	Sell	576 -1,997	-78%	-$114K	﹤0.01%	4641
2021 Q4	$148K	Sell	2,573 -5,156	-67%	-$285K	﹤0.01%	4175
2021 Q3	$414K	Buy	7,729 +2,607	+51%	+$163K	﹤0.01%	3406
2021 Q2	$343K	Buy	5,122 +3,869	+309%	+$270K	﹤0.01%	3565
2021 Q1	$91K	Sell	1,253 -1,630	-57%	-$114K	﹤0.01%	4321
2020 Q4	$199K	Sell	2,883 -12,188	-81%	-$775K	﹤0.01%	3752
2020 Q3	$908K	Sell	15,071 -2,635	-15%	-$163K	﹤0.01%	2362
2020 Q2	$1.07M	Buy	17,706 +2,290	+15%	+$126K	﹤0.01%	2019
2020 Q1	$763K	Buy	+15,416	New	+$1.17M	﹤0.01%	1733
2019 Q4	–	Sell	-976	Closed	-$80K	–	3816
2019 Q3	$80K	Sell	976 -1,342	-58%	-$109K	﹤0.01%	3298
2019 Q2	$181K	Buy	+2,318	New	+$180K	﹤0.01%	2903
2019 Q1	–	Sell	-2,054	Closed	-$163K	–	4376
2018 Q4	$155K	Buy	+2,054	New	+$155K	﹤0.01%	3186

Other funds holding NHI

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Macquarie Group

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return