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	-3,800	Closed	-$195K	–	4632
2023 Q3	$195K	Sell	3,800 -4,000	-51%	-$209K	﹤0.01%	3083
2023 Q2	$409K	Hold	7,800	–	–	﹤0.01%	2349
2023 Q1	$402K	Sell	7,800 -5,000	-39%	-$273K	﹤0.01%	2569
2022 Q4	$668K	Sell	12,800 -3,400	-21%	-$186K	﹤0.01%	2264
2022 Q3	$916K	Sell	16,200 -2,600	-14%	-$164K	﹤0.01%	2293
2022 Q2	$1.08M	Sell	18,800 -1,800	-9%	-$102K	﹤0.01%	3008
2022 Q1	$1.22M	Sell	20,600 -5,700	-22%	-$324K	﹤0.01%	2317
2021 Q4	$1.51M	Buy	26,300 +13,500	+105%	+$747K	﹤0.01%	2168
2021 Q3	$685K	Sell	12,800 -11,000	-46%	-$687K	﹤0.01%	2943
2021 Q2	$1.6M	Sell	23,800 -9,000	-27%	-$628K	﹤0.01%	2119
2021 Q1	$2.37M	Buy	32,800 +27,600	+531%	+$1.93M	0.01%	1726
2020 Q4	$360K	Sell	5,200 -5,100	-50%	-$324K	﹤0.01%	3362
2020 Q3	$621K	Sell	10,300 -4,600	-31%	-$284K	﹤0.01%	2663
2020 Q2	$905K	Sell	14,900 -2,800	-16%	-$154K	﹤0.01%	2177
2020 Q1	$877K	Buy	+17,700	New	+$1.34M	0.01%	1627
2019 Q4	–	Sell	-11,400	Closed	-$939K	–	3817
2019 Q3	$939K	Sell	11,400 -14,200	-55%	-$1.16M	0.01%	1818
2019 Q2	$2M	Sell	25,600 -37,200	-59%	-$2.89M	0.01%	1285
2019 Q1	$4.93M	Buy	62,800 +13,100	+26%	+$1.04M	0.03%	723
2018 Q4	$3.75M	Buy	49,700 +19,400	+64%	+$1.46M	0.02%	815
2018 Q3	$2.29M	Buy	+30,300	New	+$2.31M	0.01%	1333

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

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

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

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

LIMS

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

PEAK6 Investments's NHI Position: Q4 2023 in Review

PEAK6 Investments sold out of National Health Investors (NHI) in Q4 2023, closing a stake of 1,512 shares — an estimated $77.7K sold.

PEAK6 Investments first reported a position in NHI in Q4 2018 and held it in 18 quarters. The position peaked at $1.07M in Q2 2020. 211 funds tracked by Wall St. Rank hold NHI as of Q4 2023.

PEAK6 Investments reported no remaining National Health Investors position as of Q4 2023 after selling out during the quarter.
PEAK6 Investments sold 1,512 National Health Investors shares in Q4 2023, an estimated $77.7K.
PEAK6 Investments first reported a position in National Health Investors in Q4 2018 and held it in 18 quarters.
PEAK6 Investments's National Health Investors position peaked at $1.07M in Q2 2020.
211 funds tracked by Wall St. Rank held National Health Investors as of Q4 2023.

Based on PEAK6 Investments's 13F filing for Q4 2023, filed 13 Feb 2024.