NEOS Real Estate High Income ETF
IYRI
28 hedge funds and large institutions have $27.9M invested in NEOS Real Estate High Income ETF in 2025 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 9 increasing their positions, 5 reducing their positions, and 3 closing their positions.
267% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 3
80% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 5
40% more funds holding
Funds holding: 20 → 28 (+8)
35% more capital invested
Capital invested by funds: $20.7M → $27.9M (+$7.15M)
1.3% less ownership
Funds ownership: 17.3% → 16% (-1.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWA
Cascade Wealth Advisors
Wenatchee,
Washington
|
+$4.67M |
| 2 |
PIWA
Prevail Innovative Wealth Advisors
Leawood,
Kansas
|
+$1.39M |
| 3 |
RA
RFG Advisory
Birmingham,
Alabama
|
+$932K |
| 4 |
WIA
World Investment Advisors
Santa Barbara,
California
|
+$664K |
| 5 |
CPL
CAP Partners LLC
Franklin,
Tennessee
|
+$472K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$961K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$646K |
| 3 |
Jane Street
New York
|
-$323K |
| 4 |
HNWAG
High Net Worth Advisory Group
Naples,
Florida
|
-$186K |
| 5 |
WEG
World Equity Group
Schaumburg,
Illinois
|
-$66.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FMP
26
Financial Management Professionals
Austin,
Texas
| $8.89K | +$9.07K | +183 | New |
|
|
RBC
27
Roble Belko & Company
Sewickley,
Pennsylvania
| $4K | +$4.16K | +84 | New |
|
|
DFA
28
DHJJ Financial Advisors
Naperville,
Illinois
| $49 | – | – | – |
|
29
Wells Fargo
San Francisco,
California
| $1 | – | – | – |
|
|
30
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$961K | -19,013 | Closed |
|
|
31
Citadel Advisors
Miami,
Florida
| – | -$646K | -12,788 | Closed |
|
|
FFA
32
Founders Financial Alliance
Raleigh,
North Carolina
| – | -$5.96K | -118 | Closed |
|
IYRI Hedge Fund Activity: Q4 2025 in Review
28 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in NEOS Real Estate High Income ETF (IYRI) for Q4 2025, worth a combined $27.9M — up 35% from $20.7M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new IYRI positions and 3 closed out — a net gain of 8 holders — while 9 added to existing stakes and 5 trimmed.
The largest buyer was Cascade Wealth Advisors, adding an estimated $4.67M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $961K sold.
- 28 institutional investors held NEOS Real Estate High Income ETF (IYRI) as of Q4 2025, up from 20 in Q3 2025.
- Funds reported $27.9M of NEOS Real Estate High Income ETF stock for Q4 2025, up 35% quarter-over-quarter.
- 11 funds opened new NEOS Real Estate High Income ETF positions in Q4 2025 and 3 closed out, a net change of +8 holders.
- The largest NEOS Real Estate High Income ETF buyer in Q4 2025 was Cascade Wealth Advisors, an estimated $4.67M added.
- The largest NEOS Real Estate High Income ETF seller in Q4 2025 was Susquehanna International Group, an estimated $961K sold.
Based on aggregated 13F filings for Q4 2025.