Jefferies Financial Group
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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
Q3 		– Sell
-9,633
Closed -$502K – 1917
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

Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Jefferies Financial Group's AHR Position: Q3 2026 in Review

Jefferies Financial Group sold out of American Healthcare REIT (AHR) in Q3 2026, closing a stake of 9,633 shares — an estimated $502K sold.

Jefferies Financial Group first reported a position in AHR in Q1 2024 and held it in 4 quarters. The position peaked at $3.55M in Q1 2025. 322 funds tracked by Wall St. Rank hold AHR as of Q3 2026.

  • Jefferies Financial Group reported no remaining American Healthcare REIT position as of Q3 2026 after selling out during the quarter.
  • Jefferies Financial Group sold 9,633 American Healthcare REIT shares in Q3 2026, an estimated $502K.
  • Jefferies Financial Group first reported a position in American Healthcare REIT in Q1 2024 and held it in 4 quarters.
  • Jefferies Financial Group's American Healthcare REIT position peaked at $3.55M in Q1 2025.
  • 322 funds tracked by Wall St. Rank held American Healthcare REIT as of Q3 2026.

Based on Jefferies Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.