WIA
IYRI

World Investment Advisors’s NEOS Real Estate High Income ETF IYRI Stock Holding History

World Investment Advisors’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 		$745K Buy
15,762
+2,363
+18% +$116K 0.01% 812
2025
Q4 		$651K Buy
+13,399
New +$664K 0.01% 831

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 $671M AUM 22.71% 1-Year Est. Return
CWA
Cascade Wealth Advisors Wenatchee, Washington $228M AUM 7.97% 1-Year Est. Return
MS
Madden Securities Dallas, Texas $360M AUM 16.47% 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 $254M AUM 33.86% 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

World Investment Advisors's IYRI Position: Q1 2026 in Review

World Investment Advisors increased its NEOS Real Estate High Income ETF (IYRI) stake by 18% in Q1 2026, buying an estimated $116K and bringing the position to 15,762 shares worth $745K. The position accounts for 0.01% of the portfolio, ranked #812.

World Investment Advisors first reported a position in IYRI in Q4 2025 and has held it in 2 quarters since. 36 funds tracked by Wall St. Rank hold IYRI as of Q1 2026.

  • World Investment Advisors held 15,762 shares of NEOS Real Estate High Income ETF worth $745K as of Q1 2026.
  • World Investment Advisors bought 2,363 NEOS Real Estate High Income ETF shares in Q1 2026, an estimated $116K.
  • NEOS Real Estate High Income ETF made up 0.01% of World Investment Advisors's portfolio in Q1 2026, its #812 holding.
  • World Investment Advisors first reported a position in NEOS Real Estate High Income ETF in Q4 2025 and has held it in 2 quarters since.
  • 36 funds tracked by Wall St. Rank held NEOS Real Estate High Income ETF as of Q1 2026.

Based on World Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.