MWM
IYRI

Moran Wealth Management’s NEOS Real Estate High Income ETF IYRI Stock Holding History

Moran Wealth 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 		$1.72M Buy
36,433
+27,027
+287% +$1.33M 0.05% 326
2025
Q4 		$457K Buy
+9,406
New +$466K 0.01% 406

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 $594M AUM 14.56% 1-Year Est. Return
CWA
Cascade Wealth Advisors Wenatchee, Washington $228M AUM 7.97% 1-Year Est. Return
MS
Madden Securities Dallas, Texas $333M AUM 17.88% 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 $230M AUM 28.91% 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
HNWAG
High Net Worth Advisory Group Naples, Florida $429M AUM 17.69% 1-Year Est. Return

Moran Wealth Management's IYRI Position: Q1 2026 in Review

Moran Wealth Management increased its NEOS Real Estate High Income ETF (IYRI) stake by 287% in Q1 2026, buying an estimated $1.33M and bringing the position to 36,433 shares worth $1.72M. The position accounts for 0.05% of the portfolio, ranked #326.

Moran Wealth Management first reported a position in IYRI in Q4 2025 and has held it in 2 quarters since. 36 funds tracked by Wall St. Rank hold IYRI as of Q1 2026.

  • Moran Wealth Management held 36,433 shares of NEOS Real Estate High Income ETF worth $1.72M as of Q1 2026.
  • Moran Wealth Management bought 27,027 NEOS Real Estate High Income ETF shares in Q1 2026, an estimated $1.33M.
  • NEOS Real Estate High Income ETF made up 0.05% of Moran Wealth Management's portfolio in Q1 2026, its #326 holding.
  • Moran Wealth Management first reported a position in NEOS Real Estate High Income ETF in Q4 2025 and has held it in 2 quarters since.
  • 36 funds tracked by Wall St. Rank held NEOS Real Estate High Income ETF as of Q1 2026.

Based on Moran Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.