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

HGI 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
2024
Q2 		– Sell
-7,495
Closed -$471K – 34
2024
Q1 		$471K Buy
+7,495
New +$423K 0.51% 33
2020
Q2 		– Sell
-55,877
Closed -$2.77M – 61
2020
Q1 		$2.77M Buy
55,877
+23,528
+73% +$1.79M 2.62% 16
2019
Q4 		$2.64M Buy
+32,349
New +$2.65M 1.28% 28

Other funds holding NHI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.81B AUM 16.57% 1-Year Est. Return

HGI Capital Management's NHI Position: Q2 2024 in Review

HGI Capital Management sold out of National Health Investors (NHI) in Q2 2024, closing a stake of 7,495 shares — an estimated $471K sold.

HGI Capital Management first reported a position in NHI in Q4 2019 and held it in 3 quarters. The position peaked at $2.77M in Q1 2020. 231 funds tracked by Wall St. Rank hold NHI as of Q2 2024.

  • HGI Capital Management reported no remaining National Health Investors position as of Q2 2024 after selling out during the quarter.
  • HGI Capital Management sold 7,495 National Health Investors shares in Q2 2024, an estimated $471K.
  • HGI Capital Management first reported a position in National Health Investors in Q4 2019 and held it in 3 quarters.
  • HGI Capital Management's National Health Investors position peaked at $2.77M in Q1 2020.
  • 231 funds tracked by Wall St. Rank held National Health Investors as of Q2 2024.

Based on HGI Capital Management's 13F filing for Q2 2024, filed 14 Aug 2024.