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 Q1	$993	Buy	+21	New	+$1.03K	﹤0.01%	461

Other funds holding IYRI

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return

Cascade Wealth Advisors Wenatchee, Washington $228M AUM 7.97% 1-Year Est. Return

Madden Securities Dallas, Texas $360M AUM 16.47% 1-Year Est. Return

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

Cherry Creek Investment Advisors Englewood, Colorado $254M AUM 33.86% 1-Year Est. Return

Moran Wealth Management Naples, Florida $3.27B AUM 25.8% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Osbon Capital Management's IYRI Position: Q1 2026 in Review

Osbon Capital Management opened a new position in NEOS Real Estate High Income ETF (IYRI) in Q1 2026: 21 shares worth $993. The stake represents ﹤0.01% of the portfolio and ranks #461 among its holdings.

36 funds tracked by Wall St. Rank hold IYRI as of Q1 2026.

Osbon Capital Management held 21 shares of NEOS Real Estate High Income ETF worth $993 as of Q1 2026.
NEOS Real Estate High Income ETF was a new Osbon Capital Management position in Q1 2026.
NEOS Real Estate High Income ETF made up ﹤0.01% of Osbon Capital Management's portfolio in Q1 2026, its #461 holding.
36 funds tracked by Wall St. Rank held NEOS Real Estate High Income ETF as of Q1 2026.

Based on Osbon Capital Management's 13F filing for Q1 2026, filed 15 May 2026.