Pictet Asset Management (Switzerland)’s National Health Investors NHI Stock Holding History

Pictet Asset Management (Switzerland)’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	$585K	Sell	11,169 -502	-4%	-$25.9K	﹤0.01%	1166
2023 Q1	$602K	Sell	11,671 -5,987	-34%	-$327K	﹤0.01%	1166
2022 Q4	$922K	Buy	17,658 +893	+5%	+$49K	﹤0.01%	1034
2022 Q3	$948K	Sell	16,765 -995	-6%	-$62.7K	﹤0.01%	1013
2022 Q2	$1.08M	Buy	17,760 +1,110	+7%	+$63.2K	﹤0.01%	1035
2022 Q1	$983K	Buy	16,650 +282	+2%	+$16.1K	﹤0.01%	1057
2021 Q4	$941K	Hold	16,368	–	–	﹤0.01%	1090
2021 Q3	$876K	Buy	+16,368	New	+$1.02M	﹤0.01%	1092

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Pictet Asset Management (Switzerland)'s NHI Position: Q2 2023 in Review

Pictet Asset Management (Switzerland) reduced its National Health Investors (NHI) stake by 4.3% in Q2 2023, selling an estimated $25.9K and leaving 11,169 shares worth $585K. The position accounts for ﹤0.01% of the portfolio, ranked #1166.

Pictet Asset Management (Switzerland) first reported a position in NHI in Q3 2021 and has held it in 8 quarters since. The position peaked at $1.08M in Q2 2022. 211 funds tracked by Wall St. Rank hold NHI as of Q2 2023.

Pictet Asset Management (Switzerland) held 11,169 shares of National Health Investors worth $585K as of Q2 2023.
Pictet Asset Management (Switzerland) sold 502 National Health Investors shares in Q2 2023, an estimated $25.9K.
National Health Investors made up ﹤0.01% of Pictet Asset Management (Switzerland)'s portfolio in Q2 2023, its #1166 holding.
Pictet Asset Management (Switzerland) first reported a position in National Health Investors in Q3 2021 and has held it in 8 quarters since.
Pictet Asset Management (Switzerland)'s National Health Investors position peaked at $1.08M in Q2 2022.
211 funds tracked by Wall St. Rank held National Health Investors as of Q2 2023.

Based on Pictet Asset Management (Switzerland)'s 13F filing for Q2 2023, filed 10 Aug 2023.