Number of Shares
27,610.00
Current Holdings Value*
$1.87 Mil
% of Portfolio
1.73%
Total Estimate Gain
$58,183.60
% of Total Estimate Gain
2.99%

ClearBridge Small Cap Value Fund's National Health Investors Inc Holding Summary

As of 2024-06-30, LEGG MASON PARTNERS EQUITY TRUST held 27,610.00 shares of National Health Investors Inc(NHI), totaling $1.87 Mil. This investment constitutes 1.73% of their stock portfolio, and LEGG MASON PARTNERS EQUITY TRUST now holds 0.06% of the outstanding National Health Investors Inc(NHI) stock.

The initial trade took place in 2021Q1. And since then ClearBridge Small Cap Value Fund has made 3 purchases of NHI, at an average price of $67.59, for a total of 28,810.00 shares. In addition, there have been 1 sales at an average price of $54.82 for 1,200.00 shares. Based on historical transaction data and NHI's current price of $70.25, ClearBridge Small Cap Value Fund's estimated gain on his NHI holdings is $58,183.60, reflecting a 2.99% gain to date.

ClearBridge Small Cap Value Fund NHI ($70.25) Holding Chart

ClearBridge Small Cap Value Fund NHI ($70.25) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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