Penserra Capital Management’s National Health Investors NHI Stock Holding History

Penserra Capital Management’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 Q2	–	Sell	-7,570	Closed	-$390K	–	1301
2023 Q1	$390K	Buy	7,570 +1,392	+23%	+$75.9K	0.01%	556
2022 Q4	$322K	Buy	6,178 +614	+11%	+$33.7K	0.01%	578
2022 Q3	$314K	Buy	5,564 +540	+11%	+$34K	0.01%	510
2022 Q2	$304K	Sell	5,024 -269	-5%	-$15.3K	0.01%	564
2022 Q1	$312K	Buy	5,293 +1,188	+29%	+$67.6K	0.01%	617
2021 Q4	$235K	Buy	4,105 +2,695	+191%	+$149K	0.01%	641
2021 Q3	$75K	Buy	+1,410	New	+$88.1K	﹤0.01%	919
2017 Q4	–	Sell	-540	Closed	-$41K	–	507
2017 Q3	$41K	Buy	+540	New	+$42.2K	0.01%	324
2017 Q1	–	Sell	-418	Closed	-$31K	–	752
2016 Q4	$31K	Buy	418 +54	+15%	+$3.96K	﹤0.01%	438
2016 Q3	$28K	Buy	364 +136	+60%	+$10.7K	﹤0.01%	436
2016 Q2	$17K	Hold	228	–	–	﹤0.01%	490
2016 Q1	$15K	Buy	228 +46	+25%	+$2.84K	﹤0.01%	478
2015 Q4	$11K	Buy	+182	New	+$10.9K	﹤0.01%	506

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 $3.38T AUM 44.17% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

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

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Penserra Capital Management's NHI Position: Q2 2023 in Review

Penserra Capital Management sold out of National Health Investors (NHI) in Q2 2023, closing a stake of 7,570 shares — an estimated $390K sold.

Penserra Capital Management first reported a position in NHI in Q4 2015 and held it in 13 quarters. The position peaked at $390K in Q1 2023. 211 funds tracked by Wall St. Rank hold NHI as of Q2 2023.

Penserra Capital Management reported no remaining National Health Investors position as of Q2 2023 after selling out during the quarter.
Penserra Capital Management sold 7,570 National Health Investors shares in Q2 2023, an estimated $390K.
Penserra Capital Management first reported a position in National Health Investors in Q4 2015 and held it in 13 quarters.
Penserra Capital Management's National Health Investors position peaked at $390K in Q1 2023.
211 funds tracked by Wall St. Rank held National Health Investors as of Q2 2023.

Based on Penserra Capital Management's 13F filing for Q2 2023, filed 11 Aug 2023.