Fidelity Investments
IYRI

Fidelity Investments’s NEOS Real Estate High Income ETF IYRI Stock Holding History

Fidelity Investments’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
Q3 		– Sell
-1
Closed -$50 – 5625
2025
Q2 		$50 Sell
1
-1
-50% -$50 ﹤0.01% 5179
2025
Q1 		$101 Buy
+2
New +$103 ﹤0.01% 5121

Other funds holding IYRI

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
MS
Madden Securities Dallas, Texas $360M AUM 16.47% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
HNWAG
High Net Worth Advisory Group Naples, Florida $471M AUM 22.07% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CWA
Cascade Wealth Advisors Wenatchee, Washington $228M AUM 7.97% 1-Year Est. Return
PWM
Prosperity Wealth Management San Ramon, California $300M AUM 28.11% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

Fidelity Investments's IYRI Position: Q3 2025 in Review

Fidelity Investments sold out of NEOS Real Estate High Income ETF (IYRI) in Q3 2025, closing a stake of 1 share — an estimated $50 sold.

Fidelity Investments first reported a position in IYRI in Q1 2025 and held it in 2 quarters. The position peaked at $101 in Q1 2025. 20 funds tracked by Wall St. Rank hold IYRI as of Q3 2025.

  • Fidelity Investments reported no remaining NEOS Real Estate High Income ETF position as of Q3 2025 after selling out during the quarter.
  • Fidelity Investments sold 1 NEOS Real Estate High Income ETF share in Q3 2025, an estimated $50.
  • Fidelity Investments first reported a position in NEOS Real Estate High Income ETF in Q1 2025 and held it in 2 quarters.
  • Fidelity Investments's NEOS Real Estate High Income ETF position peaked at $101 in Q1 2025.
  • 20 funds tracked by Wall St. Rank held NEOS Real Estate High Income ETF as of Q3 2025.

Based on Fidelity Investments's 13F filing for Q3 2025, filed 13 Nov 2025.