American Assets Investment Management, LLC
Position in JEF — Jefferies Financial Group Inc.
CIK 1389256
SAN DIEGO, CA
Position in JEF
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$4,998,000
+$871,000 QoQ
Shares Held
100,000
0.0% QoQ
Ownership
0.043%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#118
of 581 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in JEF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026American Assets Investment Management, LLC holds $140,714,319 across 4 Capital Markets names. JEF ranks #4 (3.6% of the industry book) .
All Filings in JEF
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,998,000 | 100,000 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $4,127,000 | 100,000 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $6,197,000 | 100,000 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $6,542,000 | 100,000 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $5,469,000 | 100,000 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $5,357,000 | 100,000 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $7,840,000 | 100,000 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $6,155,000 | 100,000 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $4,976,000 | 100,000 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $4,410,000 | 100,000 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $4,041,000 | 100,000 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $3,663,000 | 100,000 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $3,317,000 | 100,000 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $3,174,000 | 100,000 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $3,428,003 | 100,000 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $2,950,002 | 100,000 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $2,762,004 | 100,000 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $3,285,004 | 100,000 | Shares | Sole | 2022-05-06 | |
| No filing history on record for this holder in this stock. | ||||||