Stifel Financial
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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
Q2 		$900K Buy
18,322
+1,458
+9% +$71.7K ﹤0.01% 2621
2026
Q1 		$797K Buy
+16,864
New +$830K ﹤0.01% 2580

Other funds holding IYRI

Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Prevail Innovative Wealth Advisors
Prevail Innovative Wealth Advisors Leawood, Kansas $776M AUM 12.78% 1-Year Est. Return
Cascade Wealth Advisors
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
New England Private Wealth Advisors
New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return
RFG Advisory
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Cherry Creek Investment Advisors
Cherry Creek Investment Advisors Englewood, Colorado $261M AUM 29.65% 1-Year Est. Return
Summit Financial
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
CAP Partners LLC
CAP Partners LLC Franklin, Tennessee $218M AUM 16.38% 1-Year Est. Return

Stifel Financial's IYRI Position: Q2 2026 in Review

Stifel Financial increased its NEOS Real Estate High Income ETF (IYRI) stake by 8.6% in Q2 2026, buying an estimated $71.7K and bringing the position to 18,322 shares worth $900K. The position accounts for ﹤0.01% of the portfolio, ranked #2621.

Stifel Financial first reported a position in IYRI in Q1 2026 and has held it in 2 quarters since. 51 funds tracked by Wall St. Rank hold IYRI as of Q2 2026.

  • Stifel Financial held 18,322 shares of NEOS Real Estate High Income ETF worth $900K as of Q2 2026.
  • Stifel Financial bought 1,458 NEOS Real Estate High Income ETF shares in Q2 2026, an estimated $71.7K.
  • NEOS Real Estate High Income ETF made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #2621 holding.
  • Stifel Financial first reported a position in NEOS Real Estate High Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 51 funds tracked by Wall St. Rank held NEOS Real Estate High Income ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.