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 $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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

LIMS

Lasalle Investment Management Securities Baltimore, Maryland $2.81B AUM 16.57% 1-Year Est. Return

Prelude Capital Management's NHI Position: Q2 2024 in Review

Prelude Capital Management sold out of National Health Investors (NHI) in Q2 2024, closing a stake of 9,080 shares — an estimated $570K sold.

Prelude Capital Management first reported a position in NHI in Q4 2014 and held it in 7 quarters. The position peaked at $570K in Q1 2024. 231 funds tracked by Wall St. Rank hold NHI as of Q2 2024.

Prelude Capital Management reported no remaining National Health Investors position as of Q2 2024 after selling out during the quarter.
Prelude Capital Management sold 9,080 National Health Investors shares in Q2 2024, an estimated $570K.
Prelude Capital Management first reported a position in National Health Investors in Q4 2014 and held it in 7 quarters.
Prelude Capital Management's National Health Investors position peaked at $570K in Q1 2024.
231 funds tracked by Wall St. Rank held National Health Investors as of Q2 2024.

Based on Prelude Capital Management's 13F filing for Q2 2024, filed 14 Aug 2024.