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

Prelude 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
2024 Q2	–	Sell	-9,080	Closed	-$570K	–	1401
2024 Q1	$570K	Buy	+9,080	New	+$512K	0.03%	578
2020 Q1	–	Sell	-3,305	Closed	-$269K	–	1836
2019 Q4	$269K	Sell	3,305 -1,948	-37%	-$159K	0.01%	762
2019 Q3	$433K	Buy	5,253 +2,052	+64%	+$167K	0.02%	560
2019 Q2	$250K	Buy	3,201 +492	+18%	+$38.2K	0.01%	664
2019 Q1	$213K	Buy	+2,709	New	+$215K	0.01%	695
2015 Q3	–	Sell	-300	Closed	-$19K	–	1681
2015 Q2	$19K	Buy	+300	New	+$20.1K	﹤0.01%	1390
2015 Q1	–	Sell	-600	Closed	-$42K	–	2081
2014 Q4	$42K	Buy	+600	New	+$39K	0.01%	1325

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