ZP
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Zimmer Partners’s National Health Investors NHI Stock Holding History

Zimmer 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
-300,000
Closed -$25.2M – 166
2024
Q3 		$25.2M Buy
+300,000
New +$23.1M 0.46% 41

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Zimmer Partners's NHI Position: Q4 2024 in Review

Zimmer Partners sold out of National Health Investors (NHI) in Q4 2024, closing a stake of 300,000 shares — an estimated $25.2M sold.

Zimmer Partners first reported a position in NHI in Q3 2024 and held it in 1 quarter. The position peaked at $25.2M in Q3 2024. 277 funds tracked by Wall St. Rank hold NHI as of Q4 2024.

  • Zimmer Partners reported no remaining National Health Investors position as of Q4 2024 after selling out during the quarter.
  • Zimmer Partners sold 300,000 National Health Investors shares in Q4 2024, an estimated $25.2M.
  • Zimmer Partners first reported a position in National Health Investors in Q3 2024 and held it in 1 quarter.
  • Zimmer Partners's National Health Investors position peaked at $25.2M in Q3 2024.
  • 277 funds tracked by Wall St. Rank held National Health Investors as of Q4 2024.

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