UBS Group
IYRI

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
Q1 		– Sell
-1,626
Closed -$79K – 11496
2025
Q4 		$79K Buy
+1,626
New +$80.6K ﹤0.01% 7017

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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

UBS Group's IYRI Position: Q1 2026 in Review

UBS Group sold out of NEOS Real Estate High Income ETF (IYRI) in Q1 2026, closing a stake of 1,626 shares — an estimated $79K sold.

UBS Group first reported a position in IYRI in Q4 2025 and held it in 1 quarter. The position peaked at $79K in Q4 2025. 36 funds tracked by Wall St. Rank hold IYRI as of Q1 2026.

  • UBS Group reported no remaining NEOS Real Estate High Income ETF position as of Q1 2026 after selling out during the quarter.
  • UBS Group sold 1,626 NEOS Real Estate High Income ETF shares in Q1 2026, an estimated $79K.
  • UBS Group first reported a position in NEOS Real Estate High Income ETF in Q4 2025 and held it in 1 quarter.
  • UBS Group's NEOS Real Estate High Income ETF position peaked at $79K in Q4 2025.
  • 36 funds tracked by Wall St. Rank held NEOS Real Estate High Income ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.