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

Jefferies 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
2022
Q3 		$3.26M Hold
40,000
– – 0.03% 455
2022
Q2 		$3.68M Buy
40,000
+30,000
+300% +$2.99M 0.03% 430
2022
Q1 		$1.08M Buy
+10,000
New +$1.06M 0.01% 866
2021
Q1 		– Sell
-228,300
Closed -$19.6M – 1801
2020
Q4 		$19.6M Buy
+228,300
New +$19M 0.15% 108
2020
Q1 		– Sell
-25,000
Closed -$2.33M – 2360
2019
Q4 		$2.33M Buy
+25,000
New +$2.32M 0.02% 956
2019
Q3 		– Sell
-90,000
Closed -$7.86M – 2856
2019
Q2 		$7.86M Sell
90,000
-135,000
-60% -$11.8M 0.06% 289
2019
Q1 		$19.6M Buy
+225,000
New +$18.6M 0.16% 86
2017
Q4 		– Sell
-100,000
Closed -$7.99M – 2640
2017
Q3 		$7.99M Buy
100,000
+20,000
+25% +$1.61M 0.05% 358
2017
Q2 		$6.38M Sell
80,000
-332,400
-81% -$26.4M 0.04% 425
2017
Q1 		$32.4M Sell
412,400
-193,900
-32% -$15.1M 0.24% 58
2016
Q4 		$46.6M Sell
606,300
-585,600
-49% -$44.5M 0.26% 50
2016
Q3 		$96.1M Buy
1,191,900
+61,000
+5% +$5.05M 0.5% 25
2016
Q2 		$93.2M Sell
1,130,900
-103,000
-8% -$8.07M 0.42% 25
2016
Q1 		$96.1M Sell
1,233,900
-525,900
-30% -$38.2M 0.55% 17
2015
Q4 		$132M Buy
1,759,800
+947,100
+117% +$70.7M 0.75% 16
2015
Q3 		$57.7M Buy
812,700
+442,600
+120% +$32.2M 0.33% 45
2015
Q2 		$26.4M Sell
370,100
-44,700
-11% -$3.39M 0.14% 131
2015
Q1 		$32.9M Sell
414,800
-148,800
-26% -$11.9M 0.18% 75
2014
Q4 		$43.3M Buy
563,600
+563,500
+563,500% +$42.1M 0.25% 77
2014
Q3 		$7K Buy
+100
New +$7.24K ﹤0.01% 2065
2014
Q1 		– Sell
-610,400
Closed -$38.5M – 2216
2013
Q4 		$38.5M Sell
610,400
-200,000
-25% -$12.9M 0.24% 50
2013
Q3 		$51.7M Buy
810,400
+96,000
+13% +$6.27M 0.51% 27
2013
Q2 		$47.5M Buy
+714,400
New +$50.5M 0.51% 22

Other funds holding IYR

CWM
CIBC World Markets New York $20.8B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B 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
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Jefferies Group's IYR Position: Q3 2022 in Review

Jefferies Group increased its iShares US Real Estate ETF (IYR) stake by 9.7% in Q3 2022, buying an estimated $330K and bringing the position to 39,300 shares worth $3.2M. The position accounts for 0.03% of the portfolio, ranked #462.

Jefferies Group first reported a position in IYR in Q2 2013 and has held it in 27 quarters since. The position peaked at $22.8M in Q1 2022. 498 funds tracked by Wall St. Rank hold IYR as of Q3 2022.

  • Jefferies Group held 39,300 shares of iShares US Real Estate ETF worth $3.2M as of Q3 2022.
  • Jefferies Group bought 3,481 iShares US Real Estate ETF shares in Q3 2022, an estimated $330K.
  • iShares US Real Estate ETF made up 0.03% of Jefferies Group's portfolio in Q3 2022, its #462 holding.
  • Jefferies Group first reported a position in iShares US Real Estate ETF in Q2 2013 and has held it in 27 quarters since.
  • Jefferies Group's iShares US Real Estate ETF position peaked at $22.8M in Q1 2022.
  • 498 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2022.

Based on Jefferies Group's 13F filing for Q3 2022, filed 14 Nov 2022.