OCM
IYRI

Osbon Capital Management’s NEOS Real Estate High Income ETF IYRI Stock Holding History

Osbon Capital 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
Q2 		– Sell
-21
Closed -$993 – 535
2026
Q1 		$993 Buy
+21
New +$1.03K ﹤0.01% 461

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

Osbon Capital Management's IYRI Position: Q2 2026 in Review

Osbon Capital Management sold out of NEOS Real Estate High Income ETF (IYRI) in Q2 2026, closing a stake of 21 shares — an estimated $993 sold.

Osbon Capital Management first reported a position in IYRI in Q1 2026 and held it in 1 quarter. The position peaked at $993 in Q1 2026. 50 funds tracked by Wall St. Rank hold IYRI as of Q2 2026.

  • Osbon Capital Management reported no remaining NEOS Real Estate High Income ETF position as of Q2 2026 after selling out during the quarter.
  • Osbon Capital Management sold 21 NEOS Real Estate High Income ETF shares in Q2 2026, an estimated $993.
  • Osbon Capital Management first reported a position in NEOS Real Estate High Income ETF in Q1 2026 and held it in 1 quarter.
  • Osbon Capital Management's NEOS Real Estate High Income ETF position peaked at $993 in Q1 2026.
  • 50 funds tracked by Wall St. Rank held NEOS Real Estate High Income ETF as of Q2 2026.

Based on Osbon Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.