Princeton Alpha Management’s National Health Investors NHI Stock Holding History

Princeton Alpha 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
2017 Q2	–	Sell	-8,326	Closed	-$605K	–	252
2017 Q1	$605K	Buy	+8,326	New	+$610K	0.2%	156
2016 Q4	–	Sell	-6,438	Closed	-$505K	–	811
2016 Q3	$505K	Buy	+6,438	New	+$506K	0.09%	326
2016 Q2	–	Sell	-17,935	Closed	-$1.19M	–	899
2016 Q1	$1.19M	Buy	17,935 +13,357	+292%	+$825K	0.19%	164
2015 Q4	$279K	Buy	+4,578	New	+$273K	0.05%	514
2015 Q3	–	Sell	-4,500	Closed	-$280K	–	845
2015 Q2	$280K	Buy	4,500 +57	+1%	+$3.81K	0.06%	478
2015 Q1	$315K	Buy	+4,443	New	+$321K	0.07%	414
2014 Q3	–	Sell	-6,878	Closed	-$430K	–	778
2014 Q2	$430K	Buy	6,878 +2,484	+57%	+$153K	0.09%	328
2014 Q1	$266K	Sell	4,394 -2,040	-32%	-$124K	0.08%	398
2013 Q4	$361K	Buy	+6,434	New	+$383K	0.26%	131

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

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

Princeton Alpha Management's NHI Position: Q2 2017 in Review

Princeton Alpha Management sold out of National Health Investors (NHI) in Q2 2017, closing a stake of 8,326 shares — an estimated $605K sold.

Princeton Alpha Management first reported a position in NHI in Q4 2013 and held it in 9 quarters. The position peaked at $1.19M in Q1 2016. 193 funds tracked by Wall St. Rank hold NHI as of Q2 2017.

Princeton Alpha Management reported no remaining National Health Investors position as of Q2 2017 after selling out during the quarter.
Princeton Alpha Management sold 8,326 National Health Investors shares in Q2 2017, an estimated $605K.
Princeton Alpha Management first reported a position in National Health Investors in Q4 2013 and held it in 9 quarters.
Princeton Alpha Management's National Health Investors position peaked at $1.19M in Q1 2016.
193 funds tracked by Wall St. Rank held National Health Investors as of Q2 2017.

Based on Princeton Alpha Management's 13F filing for Q2 2017.