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Garton & Associates Financial Advisors’s National Health Investors NHI Stock Holding History

Garton & Associates Financial Advisors’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
2026
Q1 		– Sell
-428
Closed -$32.7K – 489
2025
Q4 		$32.7K Buy
+428
New +$32.8K 0.02% 483

Other funds holding NHI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

Garton & Associates Financial Advisors's NHI Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of National Health Investors (NHI) in Q1 2026, closing a stake of 428 shares — an estimated $32.7K sold.

Garton & Associates Financial Advisors first reported a position in NHI in Q4 2025 and held it in 1 quarter. The position peaked at $32.7K in Q4 2025. 318 funds tracked by Wall St. Rank hold NHI as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining National Health Investors position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 428 National Health Investors shares in Q1 2026, an estimated $32.7K.
  • Garton & Associates Financial Advisors first reported a position in National Health Investors in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's National Health Investors position peaked at $32.7K in Q4 2025.
  • 318 funds tracked by Wall St. Rank held National Health Investors as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.