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Sandy Spring Bank’s National Health Investors NHI Stock Holding History

Sandy Spring Bank’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
Q4 		– Hold
0
– – – 1210
2021
Q2 		– Sell
-225
Closed -$16K – 1160
2021
Q1 		$16K Hold
225
– – ﹤0.01% 713
2020
Q4 		$16K Hold
225
– – ﹤0.01% 675
2020
Q3 		$14K Buy
+225
New +$13.9K ﹤0.01% 638
2015
Q3 		– Sell
-38
Closed -$2K – 990
2015
Q2 		$2K Hold
38
– – ﹤0.01% 900
2015
Q1 		$3K Buy
+38
New +$2.74K ﹤0.01% 820

Other funds holding NHI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Charles Schwab
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sandy Spring Bank's NHI Position: Q4 2024 in Review

Sandy Spring Bank held its National Health Investors (NHI) position steady in Q4 2024 at 0 shares worth $9. The position accounts for ﹤0.01% of the portfolio, ranked #1210.

Sandy Spring Bank first reported a position in NHI in Q1 2015 and has held it in 5 quarters since. The position peaked at $16K in Q1 2021. 277 funds tracked by Wall St. Rank hold NHI as of Q4 2024.

  • Sandy Spring Bank held 0 shares of National Health Investors worth $9 as of Q4 2024.
  • Sandy Spring Bank left its National Health Investors share count unchanged in Q4 2024.
  • National Health Investors made up ﹤0.01% of Sandy Spring Bank's portfolio in Q4 2024, its #1210 holding.
  • Sandy Spring Bank first reported a position in National Health Investors in Q1 2015 and has held it in 5 quarters since.
  • Sandy Spring Bank's National Health Investors position peaked at $16K in Q1 2021.
  • 277 funds tracked by Wall St. Rank held National Health Investors as of Q4 2024.

Based on Sandy Spring Bank's 13F filing for Q4 2024, filed 11 Feb 2025.