GI
IYRI

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

Gradient 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
2026
Q2 		$8.19M Buy
166,746
+3,827
+2% +$188K 0.11% 157
2026
Q1 		$7.7M Buy
162,919
+9,499
+6% +$467K 0.12% 159
2025
Q4 		$7.46M Buy
153,420
+2,843
+2% +$141K 0.12% 165
2025
Q3 		$7.61M Buy
+150,577
New +$7.59M 0.13% 154

Other funds holding IYRI

RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
PAM
PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
WEG
World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Gradient Investments's IYRI Position: Q2 2026 in Review

Gradient Investments increased its NEOS Real Estate High Income ETF (IYRI) stake by 2.3% in Q2 2026, buying an estimated $188K and bringing the position to 166,746 shares worth $8.19M. The position accounts for 0.11% of the portfolio, ranked #157.

Gradient Investments first reported a position in IYRI in Q3 2025 and has held it in 4 quarters since. 9 funds tracked by Wall St. Rank hold IYRI as of Q2 2026.

  • Gradient Investments held 166,746 shares of NEOS Real Estate High Income ETF worth $8.19M as of Q2 2026.
  • Gradient Investments bought 3,827 NEOS Real Estate High Income ETF shares in Q2 2026, an estimated $188K.
  • NEOS Real Estate High Income ETF made up 0.11% of Gradient Investments's portfolio in Q2 2026, its #157 holding.
  • Gradient Investments first reported a position in NEOS Real Estate High Income ETF in Q3 2025 and has held it in 4 quarters since.
  • 9 funds tracked by Wall St. Rank held NEOS Real Estate High Income ETF as of Q2 2026.

Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.