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NEOS Real Estate High Income ETF (IYRI) Institutional Ownership

NEOS Real Estate High Income ETF logo
$49.77 0.00 (0.00%)
As of 07/2/2026 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for NEOS Real Estate High Income ETF (BATS:IYRI)

Number of
Institutional Buyers
(last 12 months)
25
Total
Institutional Inflows
(last 12 months)
$34.25M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$567.43K
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IYRI Institutional Buying and Selling by Quarter

NEOS Real Estate High Income ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/1/2026 PVG Asset Management Corp12,532$615K0.4%+11.6%1.139%
6/16/2026 PVG Asset Management Corp11,227$557K0.4%+102.5%1.021%
5/18/2026Core Wealth Advisors Inc.8,388$397K0.1%N/A0.763%
5/18/2026Royal Bank of Canada3,963$187K0.0%+296.3%0.360%
5/12/2026Cascade Wealth Advisors Inc127,879$6.34M2.5%+19.8%11.625%
5/2/2026CAP Partners LLC15,036$711K0.4%+57.9%1.367%
4/30/2026Cherry Creek Investment Advisors Inc.40,912$1.94M0.8%N/A3.719%
4/27/2026Moran Wealth Management LLC36,433$1.72M0.1%+287.3%3.312%
4/27/2026World Investment Advisors15,762$745K0.0%+17.6%1.433%
4/20/2026RFG Advisory LLC52,350$2.48M0.0%+12.9%4.759%
4/17/2026High Net Worth Advisory Group LLC16,197$766K0.2%+2.5%1.472%
3/13/2026World Investment Advisors13,399$651K0.0%N/A1.218%
2/17/2026Royal Bank of Canada1,000$49K0.0%N/A0.024%
2/13/2026Summit Financial LLC4,467$217K0.0%N/A0.108%
2/12/2026Jane Street Group LLC32,059$1.56M0.0%-16.9%0.776%
2/6/2026Prevail Innovative Wealth Advisors LLC28,083$1.37M0.2%N/A0.680%
2/6/2026HighTower Advisors LLC6,114$297K0.0%+11.9%0.148%
2/4/2026CAP Partners LLC9,521$463K0.3%N/A0.231%
2/4/2026Cascade Wealth Advisors Inc106,751$5.21M2.4%+749.6%2.585%
2/4/2026World Investment Advisors13,399$651K0.0%N/A0.324%
2/4/2026MADDEN SECURITIES Corp98,660$4.80M1.5%+8.3%2.389%
2/3/2026RFG Advisory LLC46,357$2.25M0.0%+68.2%1.122%
1/30/2026 PVG Asset Management Corp5,545$269K0.6%N/A0.134%
1/26/2026Moran Wealth Management LLC9,406$457K0.0%N/A0.232%
1/26/2026CWM LLC2,809$137K0.0%+356.7%0.069%
1/23/2026High Net Worth Advisory Group LLC15,799$768K0.2%-19.2%0.411%
1/12/2026World Equity Group Inc.4,237$206K0.1%-24.0%0.116%
1/8/2026Gradient Investments LLC153,420$7.46M0.1%+1.9%4.215%
12/2/2025Allworth Financial LP700$35K0.0%N/A0.025%
11/17/2025Susquehanna International Group LLP19,013$961K0.0%N/A0.667%
11/17/2025Prosperity Wealth Management Inc.11,800$596K0.2%+89.2%0.414%
11/17/2025Citadel Advisors LLC12,788$646K0.0%+10.1%0.449%
11/12/2025Cresset Asset Management LLC8,353$422K0.0%N/A0.293%
11/12/2025Cascade Wealth Advisors Inc12,565$625K0.3%N/A0.441%
11/6/2025RFG Advisory LLC27,564$1.39M0.0%+68.8%0.967%
11/5/2025Envestnet Asset Management Inc.4,536$229K0.0%N/A0.163%
10/29/2025High Net Worth Advisory Group LLC19,542$988K0.2%+56.3%0.724%
10/24/2025World Equity Group Inc.5,572$282K0.1%+15.1%0.210%
10/24/2025MADDEN SECURITIES Corp91,130$4.61M1.4%+17.1%3.439%
10/22/2025CoreCap Advisors LLC800$40K0.0%+300.0%0.030%
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10/6/2025Gradient Investments LLC150,577$7.61M0.1%N/A5.928%
8/14/2025Jane Street Group LLC30,317$1.52M0.0%+203.4%1.931%
7/28/2025RFG Advisory LLC16,326$816K0.0%N/A1.067%
7/23/2025MADDEN SECURITIES Corp77,835$3.89M1.3%N/A5.331%
7/10/2025High Net Worth Advisory Group LLC12,500$625K0.2%N/A1.000%
5/19/2025Jane Street Group LLC9,992$507K0.0%N/A1.190%
5/13/2025HighTower Advisors LLC5,914$300K0.0%N/A0.704%


IYRI Institutional Ownership - Frequently Asked Questions

During the previous two years, 25 institutional investors and hedge funds held shares of NEOS Real Estate High Income ETF. The most heavily invested institutionals were Gradient Investments LLC ($7.46M), Cascade Wealth Advisors Inc ($6.34M), MADDEN SECURITIES Corp ($4.80M), RFG Advisory LLC ($2.48M), Cherry Creek Investment Advisors Inc. ($1.94M), Moran Wealth Management LLC ($1.72M), and Jane Street Group LLC ($1.56M).Learn more on NEOS Real Estate High Income ETF's institutional investors.

Of the 25 institutional investors that purchased NEOS Real Estate High Income ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Gradient Investments LLC ($153.42K), Cascade Wealth Advisors Inc ($127.88K), MADDEN SECURITIES Corp ($98.66K), RFG Advisory LLC ($52.35K), Cherry Creek Investment Advisors Inc. ($40.91K), Moran Wealth Management LLC ($36.43K), and Jane Street Group LLC ($30.32K).

Institutional investors have bought a total of 695,057 shares in the last 24 months. This purchase volume represents approximately $34.25M in transactions.

The following institutional investors have sold NEOS Real Estate High Income ETF stock in the last 24 months: Jane Street Group LLC ($6.51K), High Net Worth Advisory Group LLC ($3.74K), and World Equity Group Inc. ($1.34K).

Institutional investors have sold a total of 11,585 shares in the last 24 months. This volume of shares sold represents approximately $567.43K in transactions.


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This page (BATS:IYRI) was last updated on 7/5/2026 by MarketBeat.com Staff.
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