Stifel Financial
IYRI

Stifel Financial’s NEOS Real Estate High Income ETF IYRI Stock Holding History

Stifel Financial’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 		$797K Buy
+16,864
New +$830K ﹤0.01% 2580

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
MWM
Moran Wealth Management Naples, Florida $3.27B AUM 25.8% 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
HNWAG
High Net Worth Advisory Group Naples, Florida $429M AUM 17.69% 1-Year Est. Return

Stifel Financial's IYRI Position: Q1 2026 in Review

Stifel Financial opened a new position in NEOS Real Estate High Income ETF (IYRI) in Q1 2026: 16,864 shares worth $797K. The stake represents ﹤0.01% of the portfolio and ranks #2580 among its holdings.

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

  • Stifel Financial held 16,864 shares of NEOS Real Estate High Income ETF worth $797K as of Q1 2026.
  • NEOS Real Estate High Income ETF was a new Stifel Financial position in Q1 2026.
  • NEOS Real Estate High Income ETF made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #2580 holding.
  • 36 funds tracked by Wall St. Rank held NEOS Real Estate High Income ETF as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.