Wellington Management Group
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Wellington Management Group’s National Health Investors NHI Stock Holding History

Wellington Management Group’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
2022
Q3 		– Sell
-106,910
Closed -$6.48M – 2109
2022
Q2 		$6.48M Buy
+106,910
New +$6.09M ﹤0.01% 1235
2018
Q3 		– Sell
-61,449
Closed -$4.53M – 2279
2018
Q2 		$4.53M Buy
61,449
+9,421
+18% +$666K ﹤0.01% 1520
2018
Q1 		$3.5M Buy
52,028
+30,751
+145% +$2.1M ﹤0.01% 1595
2017
Q4 		$1.6M Buy
+21,277
New +$1.65M ﹤0.01% 1800
2016
Q4 		– Sell
-71,892
Closed -$5.64M – 2244
2016
Q3 		$5.64M Buy
71,892
+3,449
+5% +$271K ﹤0.01% 1343
2016
Q2 		$5.14M Buy
+68,443
New +$4.75M ﹤0.01% 1328
2015
Q1 		– Sell
-10,637
Closed -$745K – 2210
2014
Q4 		$745K Hold
10,637
– – ﹤0.01% 1925
2014
Q3 		$608K Buy
+10,637
New +$659K ﹤0.01% 1941
2013
Q4 		– Sell
-3,600
Closed -$205K – 2196
2013
Q3 		$205K Hold
3,600
– – ﹤0.01% 2131
2013
Q2 		$215K Buy
+3,600
New +$233K ﹤0.01% 2078

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wellington Management Group's NHI Position: Q3 2022 in Review

Wellington Management Group sold out of National Health Investors (NHI) in Q3 2022, closing a stake of 106,910 shares — an estimated $6.48M sold.

Wellington Management Group first reported a position in NHI in Q2 2013 and held it in 10 quarters. The position peaked at $6.48M in Q2 2022. 242 funds tracked by Wall St. Rank hold NHI as of Q3 2022.

  • Wellington Management Group reported no remaining National Health Investors position as of Q3 2022 after selling out during the quarter.
  • Wellington Management Group sold 106,910 National Health Investors shares in Q3 2022, an estimated $6.48M.
  • Wellington Management Group first reported a position in National Health Investors in Q2 2013 and held it in 10 quarters.
  • Wellington Management Group's National Health Investors position peaked at $6.48M in Q2 2022.
  • 242 funds tracked by Wall St. Rank held National Health Investors as of Q3 2022.

Based on Wellington Management Group's 13F filing for Q3 2022, filed 14 Nov 2022.