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NEOS Real Estate High Income ETF (IYRI) Institutional Ownership

NEOS Real Estate High Income ETF logo
$49.33 0.00 (0.00%)
As of 05/22/2026 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)
$33.92M
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
5/18/2026 Core Wealth Advisors Inc.8,388$397K0.1%N/A0.763%
5/18/2026 Royal Bank of Canada3,963$187K0.0%+296.3%0.360%
5/12/2026 Cascade Wealth Advisors Inc127,879$6.34M2.5%+19.8%11.625%
5/2/2026 CAP Partners LLC15,036$711K0.4%+57.9%1.367%
4/30/2026 Cherry Creek Investment Advisors Inc.40,912$1.94M0.8%N/A3.719%
4/27/2026 Moran Wealth Management LLC36,433$1.72M0.1%+287.3%3.312%
4/27/2026 World Investment Advisors15,762$745K0.0%+17.6%1.433%
4/20/2026 RFG Advisory LLC52,350$2.48M0.0%+12.9%4.759%
4/17/2026 High Net Worth Advisory Group LLC16,197$766K0.2%+2.5%1.472%
3/13/2026 World Investment Advisors13,399$651K0.0%N/A1.218%
2/17/2026 Royal Bank of Canada1,000$49K0.0%N/A0.024%
2/13/2026 Summit Financial LLC4,467$217K0.0%N/A0.108%
2/12/2026 Jane Street Group LLC32,059$1.56M0.0%-16.9%0.776%
2/6/2026 Prevail Innovative Wealth Advisors LLC28,083$1.37M0.2%N/A0.680%
2/6/2026 HighTower Advisors LLC6,114$297K0.0%+11.9%0.148%
2/4/2026 CAP Partners LLC9,521$463K0.3%N/A0.231%
2/4/2026 Cascade Wealth Advisors Inc106,751$5.21M2.4%+749.6%2.585%
2/4/2026 World Investment Advisors13,399$651K0.0%N/A0.324%
2/4/2026 MADDEN SECURITIES Corp98,660$4.80M1.5%+8.3%2.389%
2/3/2026 RFG Advisory LLC46,357$2.25M0.0%+68.2%1.122%
1/30/2026PVG Asset Management Corp5,545$269K0.6%N/A0.134%
1/26/2026 Moran Wealth Management LLC9,406$457K0.0%N/A0.232%
1/26/2026 CWM LLC2,809$137K0.0%+356.7%0.069%
1/23/2026 High Net Worth Advisory Group LLC15,799$768K0.2%-19.2%0.411%
1/12/2026 World Equity Group Inc.4,237$206K0.1%-24.0%0.116%
1/8/2026 Gradient Investments LLC153,420$7.46M0.1%+1.9%4.215%
12/2/2025 Allworth Financial LP700$35K0.0%N/A0.025%
11/17/2025 Susquehanna International Group LLP19,013$961K0.0%N/A0.667%
11/17/2025Prosperity Wealth Management Inc.11,800$596K0.2%+89.2%0.414%
11/17/2025 Citadel Advisors LLC12,788$646K0.0%+10.1%0.449%
11/12/2025 Cresset Asset Management LLC8,353$422K0.0%N/A0.293%
11/12/2025 Cascade Wealth Advisors Inc12,565$625K0.3%N/A0.441%
11/6/2025 RFG Advisory LLC27,564$1.39M0.0%+68.8%0.967%
11/5/2025 Envestnet Asset Management Inc.4,536$229K0.0%N/A0.163%
10/29/2025 High Net Worth Advisory Group LLC19,542$988K0.2%+56.3%0.724%
10/24/2025 World Equity Group Inc.5,572$282K0.1%+15.1%0.210%
10/24/2025 MADDEN SECURITIES Corp91,130$4.61M1.4%+17.1%3.439%
10/22/2025 CoreCap Advisors LLC800$40K0.0%+300.0%0.030%
10/6/2025 Gradient Investments LLC150,577$7.61M0.1%N/A5.928%
8/14/2025 Jane Street Group LLC30,317$1.52M0.0%+203.4%1.931%
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7/28/2025 RFG Advisory LLC16,326$816K0.0%N/A1.067%
7/23/2025 MADDEN SECURITIES Corp77,835$3.89M1.3%N/A5.331%
7/10/2025 High 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 688,070 shares in the last 24 months. This purchase volume represents approximately $33.92M 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 5/26/2026 by MarketBeat.com Staff.
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