CPL
IYRI

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
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

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return
CWA
Cascade Wealth Advisors Wenatchee, Washington $249M AUM 10.66% 1-Year Est. Return
MS
Madden Securities Dallas, Texas $360M AUM 16.47% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $1.04B AUM 18.89% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
MWM
Moran Wealth Management Naples, Florida $3.67B AUM 36.71% 1-Year Est. Return
CCIA
Cherry Creek Investment Advisors Englewood, Colorado $254M AUM 33.86% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

CAP Partners LLC's IYRI Position: Q2 2026 in Review

CAP Partners LLC increased its NEOS Real Estate High Income ETF (IYRI) stake by 24% in Q2 2026, buying an estimated $176K and bringing the position to 18,610 shares worth $914K. The position accounts for 0.45% of the portfolio, ranked #53.

CAP Partners LLC first reported a position in IYRI in Q4 2025 and has held it in 3 quarters since. 51 funds tracked by Wall St. Rank hold IYRI as of Q2 2026.

  • CAP Partners LLC held 18,610 shares of NEOS Real Estate High Income ETF worth $914K as of Q2 2026.
  • CAP Partners LLC bought 3,574 NEOS Real Estate High Income ETF shares in Q2 2026, an estimated $176K.
  • NEOS Real Estate High Income ETF made up 0.45% of CAP Partners LLC's portfolio in Q2 2026, its #53 holding.
  • CAP Partners LLC first reported a position in NEOS Real Estate High Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 51 funds tracked by Wall St. Rank held NEOS Real Estate High Income ETF as of Q2 2026.

Based on CAP Partners LLC's 13F filing for Q2 2026, filed 30 Jul 2026.