UBS Group
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UBS Group’s NEOS Real Estate High Income ETF IYRI Stock Holding History

UBS Group’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
Q3 		$15.7K Buy
+348
New +$17K ﹤0.01% 8689
2026
Q1 		– Sell
-1,626
Closed -$79K – 11496
2025
Q4 		$79K Buy
+1,626
New +$80.6K ﹤0.01% 7017

Other funds holding IYRI

Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Prevail Innovative Wealth Advisors
Prevail Innovative Wealth Advisors Leawood, Kansas $776M AUM 12.78% 1-Year Est. Return
MS
Madden Securities Dallas, Texas $378M AUM 15.15% 1-Year Est. Return
RFG Advisory
RFG Advisory Birmingham, Alabama $7.09B AUM 12.79% 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
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Cascade Wealth Advisors
Cascade Wealth Advisors Wenatchee, Washington $242M AUM 5.82% 1-Year Est. Return
Summit Financial
Summit Financial Parsippany, New Jersey $9.42B AUM 19.31% 1-Year Est. Return

UBS Group's IYRI Position: Q3 2026 in Review

UBS Group opened a new position in NEOS Real Estate High Income ETF (IYRI) in Q3 2026: 348 shares worth $15.7K. The stake represents ﹤0.01% of the portfolio and ranks #8689 among its holdings. This is a return to the name: UBS Group previously reported a position in IYRI as recently as Q4 2025.

UBS Group first reported a position in IYRI in Q4 2025 and has held it in 2 quarters since. The position peaked at $79K in Q4 2025. 48 funds tracked by Wall St. Rank hold IYRI as of Q3 2026.

  • UBS Group held 348 shares of NEOS Real Estate High Income ETF worth $15.7K as of Q3 2026.
  • NEOS Real Estate High Income ETF was a new UBS Group position in Q3 2026.
  • NEOS Real Estate High Income ETF made up ﹤0.01% of UBS Group's portfolio in Q3 2026, its #8689 holding.
  • UBS Group first reported a position in NEOS Real Estate High Income ETF in Q4 2025 and has held it in 2 quarters since.
  • UBS Group's NEOS Real Estate High Income ETF position peaked at $79K in Q4 2025.
  • 48 funds tracked by Wall St. Rank held NEOS Real Estate High Income ETF as of Q3 2026.

Based on UBS Group's 13F filing for Q3 2026, filed 10 Nov 2026.