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Jefferies Group’s AHR Holdings & Trades

First Buy
Q1 2024
Duration Held
5 Quarters
Largest Add
Q1 2025
+117,000 Shares
Current Position
6,628 Shares
$311,914 Value

Jefferies Group's AHR Position Overview

Jefferies Group (via Jefferies Financial Group Inc.) currently holds 6,628 shares of American Healthcare REIT, Inc. (AHR) worth $311,914, representing 0.00% of the portfolio. First purchased in 2024-Q1, this short-term holding has been held for 5 quarters.

Based on 13F filings, Jefferies Group has maintained this position in AHR for several quarters, showing initial confidence in the investment. Largest addition occurred in Q1 2025, adding 117,000 shares. Largest reduction occurred in Q2 2025, reducing 117,000 shares.

Analysis based on 13F filings available since 2013 Q2

Jefferies Group's American Healthcare REIT (AHR) Holding Value Over Time

Track share changes against reported price movement

Quarterly American Healthcare REIT (AHR) Trades by Jefferies Group

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q4 2025 +6,628 New Buy 6,628 $47.06
Q2 2025 -117,000 Sold Out 0 $0.00
Q1 2025 +117,000 New Buy 117,000 $30.30
Q2 2024 -72,500 Sold Out 0 $0.00
Q1 2024 +72,500 New Buy 72,500 $14.75

Jefferies Group's American Healthcare REIT Investment FAQs

Jefferies Group first purchased American Healthcare REIT, Inc. (AHR) in Q1 2024, acquiring 72,500 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Jefferies Group has held American Healthcare REIT, Inc. (AHR) for 5 quarters since Q1 2024.

Jefferies Group's largest addition to American Healthcare REIT, Inc. (AHR) was in Q1 2025, adding 117,000 shares worth $3.55 M.

According to the latest 13F filing for Q4 2025, Jefferies Group's firm, Jefferies Financial Group Inc., owns 6,628 shares of American Healthcare REIT, Inc. (AHR), valued at approximately $311,914.

As of the Q4 2025 filing, American Healthcare REIT, Inc. (AHR) represents approximately 0.00% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings.

Jefferies Group's peak holding in American Healthcare REIT, Inc. (AHR) was 117,000 shares, as reported at the end of Q1 2025.