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Halbert Hargrove Global Advisors’s National Health Investors NHI Stock Holding History

Halbert Hargrove Global 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
2025
Q4 		– Sell
-13
Closed -$1.03K – 615
2025
Q3 		$1.03K Buy
+13
New +$973 ﹤0.01% 663

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 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
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Halbert Hargrove Global Advisors's NHI Position: Q4 2025 in Review

Halbert Hargrove Global Advisors sold out of National Health Investors (NHI) in Q4 2025, closing a stake of 13 shares — an estimated $1.03K sold.

Halbert Hargrove Global Advisors first reported a position in NHI in Q3 2025 and held it in 1 quarter. The position peaked at $1.03K in Q3 2025. 296 funds tracked by Wall St. Rank hold NHI as of Q4 2025.

  • Halbert Hargrove Global Advisors reported no remaining National Health Investors position as of Q4 2025 after selling out during the quarter.
  • Halbert Hargrove Global Advisors sold 13 National Health Investors shares in Q4 2025, an estimated $1.03K.
  • Halbert Hargrove Global Advisors first reported a position in National Health Investors in Q3 2025 and held it in 1 quarter.
  • Halbert Hargrove Global Advisors's National Health Investors position peaked at $1.03K in Q3 2025.
  • 296 funds tracked by Wall St. Rank held National Health Investors as of Q4 2025.

Based on Halbert Hargrove Global Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.