CPL
IYRI icon

CAP Partners LLC’s NEOS Real Estate High Income ETF IYRI Stock Holding History

CAP Partners LLC’s Portfolio IYRI Stock Details IYRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.01M Buy
22,318
+3,708
+20% +$181K 0.46% 54
2026
Q2 		$914K Buy
18,610
+3,574
+24% +$176K 0.45% 53
2026
Q1 		$711K Buy
15,036
+5,515
+58% +$271K 0.4% 61
2025
Q4 		$463K Buy
+9,521
New +$472K 0.26% 84

Other funds holding IYRI

Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
New England Private Wealth Advisors
New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return
CCIA
Cherry Creek Investment Advisors Englewood, Colorado $261M AUM 29.65% 1-Year Est. Return
PAM
PVG Asset Management Golden, Colorado $147M AUM 52.72% 1-Year Est. Return
E
EntreWealth Austin, Texas $281M AUM 12.86% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
WEG
World Equity Group Schaumburg, Illinois $242M AUM 28.18% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CAP Partners LLC's IYRI Position: Q3 2026 in Review

CAP Partners LLC increased its NEOS Real Estate High Income ETF (IYRI) stake by 20% in Q3 2026, buying an estimated $181K and bringing the position to 22,318 shares worth $1.01M. The position accounts for 0.46% of the portfolio, ranked #54.

CAP Partners LLC first reported a position in IYRI in Q4 2025 and has held it in 4 quarters since. 14 funds tracked by Wall St. Rank hold IYRI as of Q3 2026.

  • CAP Partners LLC held 22,318 shares of NEOS Real Estate High Income ETF worth $1.01M as of Q3 2026.
  • CAP Partners LLC bought 3,708 NEOS Real Estate High Income ETF shares in Q3 2026, an estimated $181K.
  • NEOS Real Estate High Income ETF made up 0.46% of CAP Partners LLC's portfolio in Q3 2026, its #54 holding.
  • CAP Partners LLC first reported a position in NEOS Real Estate High Income ETF in Q4 2025 and has held it in 4 quarters since.
  • 14 funds tracked by Wall St. Rank held NEOS Real Estate High Income ETF as of Q3 2026.

Based on CAP Partners LLC's 13F filing for Q3 2026, filed 19 Oct 2026.