Swedbank’s National Health Investors NHI Stock Holding History

Swedbank’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 Q4	–	Sell	-110,000	Closed	-$5.65M	–	714
2023 Q3	$5.65M	Hold	110,000	–	–	0.01%	492
2023 Q2	$5.77M	Hold	110,000	–	–	0.01%	497
2023 Q1	$5.67M	Hold	110,000	–	–	0.01%	493
2022 Q4	$5.74M	Hold	110,000	–	–	0.01%	477
2022 Q3	$6.22M	Hold	110,000	–	–	0.01%	473
2022 Q2	$6.67M	Hold	110,000	–	–	0.02%	480
2022 Q1	$6.49M	Hold	110,000	–	–	0.01%	510
2021 Q4	$6.3M	Hold	110,000	–	–	0.01%	530
2021 Q3	$5.88M	Hold	110,000	–	–	0.01%	532
2021 Q2	$7.38M	Hold	110,000	–	–	0.01%	506
2021 Q1	$7.95M	Buy	+110,000	New	+$7.68M	0.02%	497

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 Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Swedbank's NHI Position: Q4 2023 in Review

Swedbank sold out of National Health Investors (NHI) in Q4 2023, closing a stake of 110,000 shares — an estimated $5.65M sold.

Swedbank first reported a position in NHI in Q1 2021 and held it in 11 quarters. The position peaked at $7.95M in Q1 2021. 211 funds tracked by Wall St. Rank hold NHI as of Q4 2023.

Swedbank reported no remaining National Health Investors position as of Q4 2023 after selling out during the quarter.
Swedbank sold 110,000 National Health Investors shares in Q4 2023, an estimated $5.65M.
Swedbank first reported a position in National Health Investors in Q1 2021 and held it in 11 quarters.
Swedbank's National Health Investors position peaked at $7.95M in Q1 2021.
211 funds tracked by Wall St. Rank held National Health Investors as of Q4 2023.

Based on Swedbank's 13F filing for Q4 2023, filed 6 Dec 2024.