Jefferies Group's IYR Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 2,033 shares of iShares U.S. Real Estate ETF (IYR) worth $207,874, representing 0.00% of the portfolio. First purchased in 2022-Q4, this medium-term investment has been held for 11 quarters.
Based on 13F filings, Jefferies Group has maintained a strategic position in IYR, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2026, adding 69,995 shares. Largest reduction occurred in Q2 2026, reducing 67,962 shares.
Analysis based on 13F filings available since 2013 Q2
Jefferies Group's iShares US Real Estate ETF (IYR) Holding Value Over Time
Track share changes against reported price movement
Quarterly iShares US Real Estate ETF (IYR) Trades by Jefferies Group
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | -67,962 | Reduce 97.10% | 2,033 | $102.25 |
| Q1 2026 | +69,995 | New Buy | 69,995 | $94.56 |
| Q3 2025 | -3,487 | Sold Out | 0 | $0.00 |
| Q2 2025 | -8,977 | Reduce 72.02% | 3,487 | $94.77 |
| Q1 2025 | +12,464 | New Buy | 12,464 | $95.75 |
| Q3 2024 | -29,347 | Sold Out | 0 | $0.00 |
| Q2 2024 | +29,347 | New Buy | 29,347 | $87.74 |
| Q1 2024 | -18,475 | Sold Out | 0 | $0.00 |
| Q4 2023 | +18,475 | New Buy | 18,475 | $91.41 |
| Q1 2023 | -11,051 | Sold Out | 0 | $0.00 |
| Q4 2022 | +11,051 | New Buy | 11,051 | $84.19 |
Jefferies Group's iShares US Real Estate ETF Investment FAQs
Jefferies Group first purchased iShares U.S. Real Estate ETF (IYR) in Q4 2022, acquiring 11,051 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 iShares U.S. Real Estate ETF (IYR) for 11 quarters since Q4 2022.
Jefferies Group's largest addition to iShares U.S. Real Estate ETF (IYR) was in Q1 2026, adding 69,995 shares worth $6.62 M.
According to the latest 13F filing for Q2 2026, Jefferies Group's firm, Jefferies Financial Group Inc., owns 2,033 shares of iShares U.S. Real Estate ETF (IYR), valued at approximately $207,874.
As of the Q2 2026 filing, iShares U.S. Real Estate ETF (IYR) 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 iShares U.S. Real Estate ETF (IYR) was 69,995 shares, as reported at the end of Q1 2026.