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

Westfield 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
2022 Q4	–	Sell	-959,230	Closed	-$54.2M	–	250
2022 Q3	$54.2M	Sell	959,230 -30,194	-3%	-$1.9M	0.43%	87
2022 Q2	$60M	Buy	989,424 +196,337	+25%	+$11.2M	0.47%	77
2022 Q1	$46.8M	Buy	+793,087	New	+$45.1M	0.3%	120
2016 Q4	–	Sell	-19,230	Closed	-$1.51M	–	280
2016 Q3	$1.51M	Sell	19,230 -109,945	-85%	-$8.65M	0.01%	228
2016 Q2	$9.7M	Sell	129,175 -70,472	-35%	-$4.89M	0.08%	200
2016 Q1	$13.3M	Sell	199,647 -236,778	-54%	-$14.6M	0.1%	189
2015 Q4	$26.6M	Buy	436,425 +195,807	+81%	+$11.7M	0.18%	157
2015 Q3	$13.8M	Sell	240,618 -8,120	-3%	-$491K	0.1%	189
2015 Q2	$15.5M	Sell	248,738 -28,202	-10%	-$1.89M	0.09%	206
2015 Q1	$19.7M	Buy	+276,940	New	+$20M	0.11%	211

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

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Westfield Capital Management's NHI Position: Q4 2022 in Review

Westfield Capital Management sold out of National Health Investors (NHI) in Q4 2022, closing a stake of 959,230 shares — an estimated $54.2M sold.

Westfield Capital Management first reported a position in NHI in Q1 2015 and held it in 10 quarters. The position peaked at $60M in Q2 2022. 233 funds tracked by Wall St. Rank hold NHI as of Q4 2022.

Westfield Capital Management reported no remaining National Health Investors position as of Q4 2022 after selling out during the quarter.
Westfield Capital Management sold 959,230 National Health Investors shares in Q4 2022, an estimated $54.2M.
Westfield Capital Management first reported a position in National Health Investors in Q1 2015 and held it in 10 quarters.
Westfield Capital Management's National Health Investors position peaked at $60M in Q2 2022.
233 funds tracked by Wall St. Rank held National Health Investors as of Q4 2022.

Based on Westfield Capital Management's 13F filing for Q4 2022, filed 13 Feb 2023.