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Aigen Investment Management’s National Health Investors NHI Stock Holding History

Aigen Investment 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
2025
Q2 		– Sell
-4,312
Closed -$318K – 981
2025
Q1 		$318K Buy
+4,312
New +$304K 0.05% 481
2022
Q2 		– Sell
-4,896
Closed -$289K – 665
2022
Q1 		$289K Buy
+4,896
New +$279K 0.05% 379
2021
Q4 		– Sell
-18,610
Closed -$996K – 1135
2021
Q3 		$996K Buy
18,610
+10,043
+117% +$628K 0.19% 143
2021
Q2 		$574K Buy
8,567
+4,792
+127% +$334K 0.1% 210
2021
Q1 		$273K Sell
3,775
-1,477
-28% -$103K 0.04% 442
2020
Q4 		$363K Buy
+5,252
New +$334K 0.05% 498
2020
Q2 		– Sell
-6,177
Closed -$306K – 1140
2020
Q1 		$306K Buy
+6,177
New +$469K 0.04% 581

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Aigen Investment Management's NHI Position: Q2 2025 in Review

Aigen Investment Management sold out of National Health Investors (NHI) in Q2 2025, closing a stake of 4,312 shares — an estimated $318K sold.

Aigen Investment Management first reported a position in NHI in Q1 2020 and held it in 7 quarters. The position peaked at $996K in Q3 2021. 276 funds tracked by Wall St. Rank hold NHI as of Q2 2025.

  • Aigen Investment Management reported no remaining National Health Investors position as of Q2 2025 after selling out during the quarter.
  • Aigen Investment Management sold 4,312 National Health Investors shares in Q2 2025, an estimated $318K.
  • Aigen Investment Management first reported a position in National Health Investors in Q1 2020 and held it in 7 quarters.
  • Aigen Investment Management's National Health Investors position peaked at $996K in Q3 2021.
  • 276 funds tracked by Wall St. Rank held National Health Investors as of Q2 2025.

Based on Aigen Investment Management's 13F filing for Q2 2025, filed 12 Aug 2025.