Jefferies Financial Group Inc.

Position in AHR — American Healthcare REIT, Inc.

CIK 96223 NEW YORK, NY

Position in AHR

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$502,360

+$190,447 QoQ

Shares Held

9,633

+45.3% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#337

of 568 holders

Holding Since

Mar 2024

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Jefferies Financial Group Inc. holds $37,396,444 across 5 REIT - Healthcare Facilities names. AHR ranks #4 (1.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WELL	Welltower Inc.	142,905	$32,435,147
2	LTC	Ltc Properties Inc	76,400	$2,937,580
3	VTR	Ventas, Inc.	14,430	$1,281,384
4	AHR	American Healthcare REIT, Inc. This page	9,633	$502,360
5	SBRA	Sabra Health Care REIT, Inc.	12,300	$239,973

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$502,360	9,633	+45.3%	Shares	Defined	2026-08-17
2025-12-31	$311,913	6,628	-94.3%	Shares	Defined	2026-02-09
2025-03-31	$3,545,100	117,000	+61.4%	Shares	Defined	2025-05-08
2024-03-31	$1,069,375	72,500	—	Shares	Defined	2024-05-13
No filing history on record for this holder in this stock.