Jefferies Financial Group’s iShares US Real Estate ETF IYR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$6.62M	Buy	+69,995	New	+$6.8M	0.08%	283
2025 Q3	–	Sell	-3,487	Closed	-$330K	–	1582
2025 Q2	$330K	Sell	3,487 -8,977	-72%	-$838K	0.01%	1001
2025 Q1	$1.19M	Buy	+12,464	New	+$1.19M	0.02%	745
2024 Q3	–	Sell	-29,347	Closed	-$2.57M	–	1618
2024 Q2	$2.57M	Buy	+29,347	New	+$2.52M	0.05%	473
2024 Q1	–	Sell	-18,475	Closed	-$1.69M	–	1837
2023 Q4	$1.69M	Buy	+18,475	New	+$1.51M	0.03%	774
2023 Q1	–	Sell	-11,051	Closed	-$930K	–	1822
2022 Q4	$930K	Buy	+11,051	New	+$928K	0.02%	894

Other funds holding IYR

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return

Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CIBC Bancorp USA Chicago, Illinois $74B AUM

BNP Paribas Financial Markets

BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Ilmarinen Mutual Pension Insurance Helsinki, Finland $12.7B AUM 16.27% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return