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Godfrey Financial Associates’s National Health Investors NHI Stock Holding History

Godfrey Financial Associates’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
Q2 		$153 Hold
2
– – ﹤0.01% 1028
2026
Q1 		$162 Hold
2
– – ﹤0.01% 1031
2025
Q4 		$153 Buy
+2
New +$153 ﹤0.01% 1010

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B 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
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

Godfrey Financial Associates's NHI Position: Q2 2026 in Review

Godfrey Financial Associates held its National Health Investors (NHI) position steady in Q2 2026 at 2 shares worth $153. The position accounts for ﹤0.01% of the portfolio, ranked #1028.

Godfrey Financial Associates first reported a position in NHI in Q4 2025 and has held it in 3 quarters since. The position peaked at $162 in Q1 2026. 300 funds tracked by Wall St. Rank hold NHI as of Q2 2026.

  • Godfrey Financial Associates held 2 shares of National Health Investors worth $153 as of Q2 2026.
  • Godfrey Financial Associates left its National Health Investors share count unchanged in Q2 2026.
  • National Health Investors made up ﹤0.01% of Godfrey Financial Associates's portfolio in Q2 2026, its #1028 holding.
  • Godfrey Financial Associates first reported a position in National Health Investors in Q4 2025 and has held it in 3 quarters since.
  • Godfrey Financial Associates's National Health Investors position peaked at $162 in Q1 2026.
  • 300 funds tracked by Wall St. Rank held National Health Investors as of Q2 2026.

Based on Godfrey Financial Associates's 13F filing for Q2 2026, filed 11 Aug 2026.