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

Tekla 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
2023 Q2	$526K	Hold	10,038	–	–	0.02%	140
2023 Q1	$518K	Hold	10,038	–	–	0.02%	148
2022 Q4	$524K	Hold	10,038	–	–	0.02%	146
2022 Q3	$567K	Hold	10,038	–	–	0.02%	146
2022 Q2	$608K	Hold	10,038	–	–	0.02%	145
2022 Q1	$592K	Hold	10,038	–	–	0.02%	155
2021 Q4	$577K	Hold	10,038	–	–	0.02%	159
2021 Q3	$537K	Hold	10,038	–	–	0.02%	161
2021 Q2	$673K	Hold	10,038	–	–	0.02%	180
2021 Q1	$726K	Hold	10,038	–	–	0.03%	184
2020 Q4	$694K	Hold	10,038	–	–	0.02%	188
2020 Q3	$605K	Hold	10,038	–	–	0.02%	191
2020 Q2	$610K	Hold	10,038	–	–	0.02%	207
2020 Q1	$497K	Buy	+10,038	New	+$762K	0.02%	196

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

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

Tekla Capital Management's NHI Position: Q2 2023 in Review

Tekla Capital Management held its National Health Investors (NHI) position steady in Q2 2023 at 10,038 shares worth $526K. The position accounts for 0.02% of the portfolio, ranked #140.

Tekla Capital Management first reported a position in NHI in Q1 2020 and has held it in 14 quarters since. The position peaked at $726K in Q1 2021. 211 funds tracked by Wall St. Rank hold NHI as of Q2 2023.

Tekla Capital Management held 10,038 shares of National Health Investors worth $526K as of Q2 2023.
Tekla Capital Management left its National Health Investors share count unchanged in Q2 2023.
National Health Investors made up 0.02% of Tekla Capital Management's portfolio in Q2 2023, its #140 holding.
Tekla Capital Management first reported a position in National Health Investors in Q1 2020 and has held it in 14 quarters since.
Tekla Capital Management's National Health Investors position peaked at $726K in Q1 2021.
211 funds tracked by Wall St. Rank held National Health Investors as of Q2 2023.

Based on Tekla Capital Management's 13F filing for Q2 2023, filed 10 Aug 2023.