HighTower Advisors
IYRI

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

HighTower 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
2026
Q2 		$248K Sell
5,045
-1,270
-20% -$62.4K ﹤0.01% 3367
2026
Q1 		$299K Buy
6,315
+201
+3% +$9.89K ﹤0.01% 3183
2025
Q4 		$297K Buy
6,114
+650
+12% +$32.2K ﹤0.01% 3053
2025
Q3 		$276K Sell
5,464
-357
-6% -$18K ﹤0.01% 3117
2025
Q2 		$291K Sell
5,821
-93
-2% -$4.61K ﹤0.01% 2974
2025
Q1 		$300K Buy
+5,914
New +$303K ﹤0.01% 2869

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 $249M AUM 10.66% 1-Year Est. Return
MS
Madden Securities Dallas, Texas $360M AUM 16.47% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $1.04B AUM 18.89% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
MWM
Moran Wealth Management Naples, Florida $3.67B AUM 36.71% 1-Year Est. Return
CCIA
Cherry Creek Investment Advisors Englewood, Colorado $254M AUM 33.86% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
CPL
CAP Partners LLC Franklin, Tennessee $204M AUM 21.73% 1-Year Est. Return

HighTower Advisors's IYRI Position: Q2 2026 in Review

HighTower Advisors reduced its NEOS Real Estate High Income ETF (IYRI) stake by 20% in Q2 2026, selling an estimated $62.4K and leaving 5,045 shares worth $248K. The position accounts for ﹤0.01% of the portfolio, ranked #3367.

HighTower Advisors first reported a position in IYRI in Q1 2025 and has held it in 6 quarters since. The position peaked at $300K in Q1 2025. 50 funds tracked by Wall St. Rank hold IYRI as of Q2 2026.

  • HighTower Advisors held 5,045 shares of NEOS Real Estate High Income ETF worth $248K as of Q2 2026.
  • HighTower Advisors sold 1,270 NEOS Real Estate High Income ETF shares in Q2 2026, an estimated $62.4K.
  • NEOS Real Estate High Income ETF made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #3367 holding.
  • HighTower Advisors first reported a position in NEOS Real Estate High Income ETF in Q1 2025 and has held it in 6 quarters since.
  • HighTower Advisors's NEOS Real Estate High Income ETF position peaked at $300K in Q1 2025.
  • 50 funds tracked by Wall St. Rank held NEOS Real Estate High Income ETF as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.