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%	+$9.9K	﹤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

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Prevail Innovative Wealth Advisors Leawood, Kansas $776M AUM 12.78% 1-Year Est. Return

Cascade Wealth Advisors Wenatchee, Washington $249M AUM 10.66% 1-Year Est. Return

Madden Securities Dallas, Texas $378M AUM 15.15% 1-Year Est. Return

New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

Cherry Creek Investment Advisors Englewood, Colorado $261M AUM 29.65% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return

CAP Partners LLC Franklin, Tennessee $218M AUM 16.38% 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. 51 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.
51 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.