CAM
IYRI

Cresset Asset Management’s NEOS Real Estate High Income ETF IYRI Stock Holding History

Cresset Asset Management’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
Q1 		$372K Sell
7,873
-195
-2% -$9.59K ﹤0.01% 1189
2025
Q4 		$392K Sell
8,068
-285
-3% -$14.1K ﹤0.01% 1188
2025
Q3 		$422K Buy
+8,353
New +$421K ﹤0.01% 1100

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 $228M AUM 7.97% 1-Year Est. Return
MS
Madden Securities Dallas, Texas $360M AUM 16.47% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
CCIA
Cherry Creek Investment Advisors Englewood, Colorado $254M AUM 33.86% 1-Year Est. Return
MWM
Moran Wealth Management Naples, Florida $3.27B AUM 25.8% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Cresset Asset Management's IYRI Position: Q1 2026 in Review

Cresset Asset Management reduced its NEOS Real Estate High Income ETF (IYRI) stake by 2.4% in Q1 2026, selling an estimated $9.59K and leaving 7,873 shares worth $372K. The position accounts for ﹤0.01% of the portfolio, ranked #1189.

Cresset Asset Management first reported a position in IYRI in Q3 2025 and has held it in 3 quarters since. The position peaked at $422K in Q3 2025. 36 funds tracked by Wall St. Rank hold IYRI as of Q1 2026.

  • Cresset Asset Management held 7,873 shares of NEOS Real Estate High Income ETF worth $372K as of Q1 2026.
  • Cresset Asset Management sold 195 NEOS Real Estate High Income ETF shares in Q1 2026, an estimated $9.59K.
  • NEOS Real Estate High Income ETF made up ﹤0.01% of Cresset Asset Management's portfolio in Q1 2026, its #1189 holding.
  • Cresset Asset Management first reported a position in NEOS Real Estate High Income ETF in Q3 2025 and has held it in 3 quarters since.
  • Cresset Asset Management's NEOS Real Estate High Income ETF position peaked at $422K in Q3 2025.
  • 36 funds tracked by Wall St. Rank held NEOS Real Estate High Income ETF as of Q1 2026.

Based on Cresset Asset Management's 13F filing for Q1 2026, filed 15 May 2026.