Waterfront Capital Partners’s National Health Investors NHI Stock Holding History

Waterfront Capital Partners’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	–	Sell	-120,112	Closed	-$10.1M	–	43
2024 Q3	$10.1M	Buy	+120,112	New	+$9.26M	1.39%	25
2024 Q2	–	Sell	-304,616	Closed	-$19.1M	–	42
2024 Q1	$19.1M	Sell	304,616 -86,837	-22%	-$4.9M	1.72%	29
2023 Q4	$21.9M	Buy	+391,453	New	+$20.7M	1.8%	26
2023 Q1	–	Sell	-124,728	Closed	-$6.51M	–	48
2022 Q4	$6.51M	Buy	+124,728	New	+$6.84M	0.53%	34
2021 Q3	–	Sell	-227,551	Closed	-$15.3M	–	58
2021 Q2	$15.3M	Buy	+227,551	New	+$15.9M	1.15%	31
2021 Q1	–	Sell	-200,434	Closed	-$13.9M	–	55
2020 Q4	$13.9M	Buy	+200,434	New	+$12.7M	1.36%	27
2017 Q2	–	Sell	-27,800	Closed	-$2.02M	–	67
2017 Q1	$2.02M	Buy	+27,800	New	+$2.04M	0.29%	49

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

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

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

Waterfront Capital Partners's NHI Position: Q4 2024 in Review

Waterfront Capital Partners sold out of National Health Investors (NHI) in Q4 2024, closing a stake of 120,112 shares — an estimated $10.1M sold.

Waterfront Capital Partners first reported a position in NHI in Q1 2017 and held it in 7 quarters. The position peaked at $21.9M in Q4 2023. 277 funds tracked by Wall St. Rank hold NHI as of Q4 2024.

Waterfront Capital Partners reported no remaining National Health Investors position as of Q4 2024 after selling out during the quarter.
Waterfront Capital Partners sold 120,112 National Health Investors shares in Q4 2024, an estimated $10.1M.
Waterfront Capital Partners first reported a position in National Health Investors in Q1 2017 and held it in 7 quarters.
Waterfront Capital Partners's National Health Investors position peaked at $21.9M in Q4 2023.
277 funds tracked by Wall St. Rank held National Health Investors as of Q4 2024.

Based on Waterfront Capital Partners's 13F filing for Q4 2024, filed 14 Feb 2025.