Jefferies Financial Group’s American Healthcare REIT AHR Stock Holding History

Jefferies Financial Group’s Portfolio AHR Stock Details AHR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$502K	Buy	+9,633	New	+$473K	﹤0.01%	1247
2026 Q1	–	Sell	-6,628	Closed	-$312K	–	2281
2025 Q4	$312K	Buy	+6,628	New	+$307K	﹤0.01%	1488
2025 Q2	–	Sell	-117,000	Closed	-$3.55M	–	1890
2025 Q1	$3.55M	Buy	+117,000	New	+$3.37M	0.03%	394
2024 Q2	–	Sell	-72,500	Closed	-$1.07M	–	1942
2024 Q1	$1.07M	Buy	+72,500	New	+$996K	0.01%	801

Other funds holding AHR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jefferies Financial Group's AHR Position: Q2 2026 in Review

Jefferies Financial Group opened a new position in American Healthcare REIT (AHR) in Q2 2026: 9,633 shares worth $502K. The stake represents ﹤0.01% of the portfolio and ranks #1247 among its holdings. This is a return to the name: Jefferies Financial Group previously reported a position in AHR as recently as Q4 2025.

Jefferies Financial Group first reported a position in AHR in Q1 2024 and has held it in 4 quarters since. The position peaked at $3.55M in Q1 2025. 573 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

Jefferies Financial Group held 9,633 shares of American Healthcare REIT worth $502K as of Q2 2026.
American Healthcare REIT was a new Jefferies Financial Group position in Q2 2026.
American Healthcare REIT made up ﹤0.01% of Jefferies Financial Group's portfolio in Q2 2026, its #1247 holding.
Jefferies Financial Group first reported a position in American Healthcare REIT in Q1 2024 and has held it in 4 quarters since.
Jefferies Financial Group's American Healthcare REIT position peaked at $3.55M in Q1 2025.
573 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.