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

World Equity 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	$204K	Buy	4,513 +120	+3%	+$5.86K	0.08%	248
2026 Q2	$216K	Buy	4,393 +118	+3%	+$5.8K	0.05%	358
2026 Q1	$202K	Buy	4,275 +38	+0.9%	+$1.87K	0.05%	359
2025 Q4	$206K	Sell	4,237 -1,335	-24%	-$66.2K	0.06%	318
2025 Q3	$282K	Buy	5,572 +730	+15%	+$36.8K	0.06%	288
2025 Q2	$242K	Buy	+4,842	New	+$240K	0.07%	281

Other funds holding IYRI

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return

CCIA

Cherry Creek Investment Advisors Englewood, Colorado $261M AUM 29.65% 1-Year Est. Return

CPL

CAP Partners LLC Franklin, Tennessee $218M AUM 16.38% 1-Year Est. Return

PAM

PVG Asset Management Golden, Colorado $147M AUM 52.72% 1-Year Est. Return

EntreWealth Austin, Texas $281M AUM 12.86% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

World Equity Group's IYRI Position: Q3 2026 in Review

World Equity Group increased its NEOS Real Estate High Income ETF (IYRI) stake by 2.7% in Q3 2026, buying an estimated $5.86K and bringing the position to 4,513 shares worth $204K. The position accounts for 0.08% of the portfolio, ranked #248.

World Equity Group first reported a position in IYRI in Q2 2025 and has held it in 6 quarters since. The position peaked at $282K in Q3 2025. 14 funds tracked by Wall St. Rank hold IYRI as of Q3 2026.

World Equity Group held 4,513 shares of NEOS Real Estate High Income ETF worth $204K as of Q3 2026.
World Equity Group bought 120 NEOS Real Estate High Income ETF shares in Q3 2026, an estimated $5.86K.
NEOS Real Estate High Income ETF made up 0.08% of World Equity Group's portfolio in Q3 2026, its #248 holding.
World Equity Group first reported a position in NEOS Real Estate High Income ETF in Q2 2025 and has held it in 6 quarters since.
World Equity Group's NEOS Real Estate High Income ETF position peaked at $282K in Q3 2025.
14 funds tracked by Wall St. Rank held NEOS Real Estate High Income ETF as of Q3 2026.

Based on World Equity Group's 13F filing for Q3 2026, filed 14 Oct 2026.