Jefferies Financial Group Inc.

Position in HR — Healthcare Realty Trust Inc

CIK 96223 NEW YORK, NY

Position in HR

as of Mar 31, 2026 · filed May 8, 2026 Compact

Position Value

$1,301,434

+$692,438 QoQ

Shares Held

76,600

+113.2% QoQ

Ownership

0.022%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2022

6 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.

#	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.	9,633	$502,360
5	SBRA	Sabra Health Care REIT, Inc.	12,300	$239,973

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,301,434	76,600	+113.2%	Shares	Defined	2026-05-08
2025-12-31	$608,996	35,929	+5.7%	Shares	Defined	2026-02-09
2024-06-30	$560,254	33,996	+92.2%	Shares	Defined	2024-08-13
2024-03-31	$250,313	17,690	-53.4%	Shares	Defined	2024-05-13
2023-12-31	$654,412	37,981	+91.7%	Shares	Defined	2024-05-06
2022-12-31	$381,738	19,810	—	Shares	Defined	2023-09-21
No filing history on record for this holder in this stock.