Envestnet Asset Management
IYRI

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

Envestnet 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 		$500K Buy
10,581
+793
+8% +$39K ﹤0.01% 3937
2025
Q4 		$476K Buy
9,788
+5,252
+116% +$260K ﹤0.01% 3737
2025
Q3 		$229K Buy
+4,536
New +$229K ﹤0.01% 4250

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

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

Envestnet Asset Management increased its NEOS Real Estate High Income ETF (IYRI) stake by 8.1% in Q1 2026, buying an estimated $39K and bringing the position to 10,581 shares worth $500K. The position accounts for ﹤0.01% of the portfolio, ranked #3937.

Envestnet Asset Management first reported a position in IYRI in Q3 2025 and has held it in 3 quarters since. 36 funds tracked by Wall St. Rank hold IYRI as of Q1 2026.

  • Envestnet Asset Management held 10,581 shares of NEOS Real Estate High Income ETF worth $500K as of Q1 2026.
  • Envestnet Asset Management bought 793 NEOS Real Estate High Income ETF shares in Q1 2026, an estimated $39K.
  • NEOS Real Estate High Income ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #3937 holding.
  • Envestnet Asset Management first reported a position in NEOS Real Estate High Income ETF in Q3 2025 and has held it in 3 quarters since.
  • 36 funds tracked by Wall St. Rank held NEOS Real Estate High Income ETF as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.