Position in UE
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$1,316,682
+$688,229 QoQ
Shares Held
65,900
+101.2% QoQ
Ownership
0.052%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UE Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Jefferies Financial Group Inc. holds $128,198,638 across 6 REIT - Retail names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NNN |
Nnn REIT, Inc.
|
1,431,000 | $66,584,430 | |
| 2 | ADC |
Agree Realty Corp
|
523,700 | $39,665,038 | |
| 3 | IVT |
InvenTrust Properties Corp.
|
206,567 | $7,312,471 | |
| 4 | SITC |
SITE Centers Corp.
|
1,819,088 | $7,221,779 | |
| 5 | NTST |
NETSTREIT Corp.
|
327,616 | $6,922,526 | |
| 6 | REG |
Regency Centers Corp
|
6,175 | $492,394 |
All Filings in UE
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,316,682 | 65,900 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $628,453 | 32,749 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $1,129,944 | 55,200 | Shares | Defined | 2025-11-13 | |
| 2025-03-31 | $1,077,300 | 56,700 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $1,479,157 | 68,798 | Shares | Defined | 2025-02-27 | |
| 2024-09-30 | $1,212,813 | 56,700 | Shares | Defined | 2024-11-14 | |
| 2023-12-31 | $426,353 | 23,298 | Shares | Defined | 2024-05-06 | |
| 2023-06-30 | $186,394 | 12,080 | Shares | Defined | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||