Citadel Advisors
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Citadel Advisors’s NEOS Real Estate High Income ETF IYRI Stock Holding History

Citadel Advisors’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
2025
Q4 		– Sell
-12,788
Closed -$646K – 14526
2025
Q3 		$646K Buy
12,788
+1,169
+10% +$58.9K ﹤0.01% 8517
2025
Q2 		$581K Buy
+11,619
New +$576K ﹤0.01% 8297

Other funds holding IYRI

Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Prevail Innovative Wealth Advisors
Prevail Innovative Wealth Advisors Leawood, Kansas $776M AUM 12.78% 1-Year Est. Return
Cascade Wealth Advisors
Cascade Wealth Advisors Wenatchee, Washington $242M AUM 5.82% 1-Year Est. Return
MS
Madden Securities Dallas, Texas $378M AUM 15.15% 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
RFG Advisory
RFG Advisory Birmingham, Alabama $7.09B AUM 12.79% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Cherry Creek Investment Advisors
Cherry Creek Investment Advisors Englewood, Colorado $261M AUM 29.65% 1-Year Est. Return
Summit Financial
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
CAP Partners LLC
CAP Partners LLC Franklin, Tennessee $218M AUM 16.38% 1-Year Est. Return

Citadel Advisors's IYRI Position: Q4 2025 in Review

Citadel Advisors sold out of NEOS Real Estate High Income ETF (IYRI) in Q4 2025, closing a stake of 12,788 shares — an estimated $646K sold.

Citadel Advisors first reported a position in IYRI in Q2 2025 and held it in 2 quarters. The position peaked at $646K in Q3 2025. 28 funds tracked by Wall St. Rank hold IYRI as of Q4 2025.

  • Citadel Advisors reported no remaining NEOS Real Estate High Income ETF position as of Q4 2025 after selling out during the quarter.
  • Citadel Advisors sold 12,788 NEOS Real Estate High Income ETF shares in Q4 2025, an estimated $646K.
  • Citadel Advisors first reported a position in NEOS Real Estate High Income ETF in Q2 2025 and held it in 2 quarters.
  • Citadel Advisors's NEOS Real Estate High Income ETF position peaked at $646K in Q3 2025.
  • 28 funds tracked by Wall St. Rank held NEOS Real Estate High Income ETF as of Q4 2025.

Based on Citadel Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.