Osaic Holdings
IYRI

Osaic Holdings’s NEOS Real Estate High Income ETF IYRI Stock Holding History

Osaic Holdings’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 		$44K Buy
+896
New +$44.1K ﹤0.01% 5575
2026
Q1 		– Sell
-200
Closed -$9.72K – 8129
2025
Q4 		$9.72K Buy
200
+179
+852% +$8.87K ﹤0.01% 6367
2025
Q3 		$1.06K Buy
+21
New +$1.06K ﹤0.01% 7331

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

Osaic Holdings's IYRI Position: Q2 2026 in Review

Osaic Holdings opened a new position in NEOS Real Estate High Income ETF (IYRI) in Q2 2026: 896 shares worth $44K. The stake represents ﹤0.01% of the portfolio and ranks #5575 among its holdings. This is a return to the name: Osaic Holdings previously reported a position in IYRI as recently as Q4 2025.

Osaic Holdings first reported a position in IYRI in Q3 2025 and has held it in 3 quarters since. 50 funds tracked by Wall St. Rank hold IYRI as of Q2 2026.

  • Osaic Holdings held 896 shares of NEOS Real Estate High Income ETF worth $44K as of Q2 2026.
  • NEOS Real Estate High Income ETF was a new Osaic Holdings position in Q2 2026.
  • NEOS Real Estate High Income ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #5575 holding.
  • Osaic Holdings first reported a position in NEOS Real Estate High Income ETF in Q3 2025 and has held it in 3 quarters since.
  • 50 funds tracked by Wall St. Rank held NEOS Real Estate High Income ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.