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IYRI

NEOS Real Estate High Income ETF

20 hedge funds and large institutions have $20.7M invested in NEOS Real Estate High Income ETF in 2025 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 9 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

900% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 1

800% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 1

149% more capital invested

Capital invested by funds: $8.31M → $20.7M (+$12.4M)

82% more funds holding

Funds holding: 1120 (+9)

3.1% more ownership

Funds ownership: 14.2%17.3% (+3.1%)

Holders
20
Holders Change
+9
Holders Change %
+81.82%
% of All Funds
0.26%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
9
Reduced
1
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GI
1
Gradient Investments
Minnesota
$7.61M +$7.59M +150,577 New
MS
2
Madden Securities
Texas
$4.61M +$670K +13,295 +17%
Jane Street
3
Jane Street
New York
$1.95M +$416K +8,249 +27%
RA
4
RFG Advisory
Alabama
$1.39M +$566K +11,238 +69%
HNWAG
5
High Net Worth Advisory Group
Florida
$988K +$355K +7,042 +56%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$961K +$958K +19,013 New
Citadel Advisors
7
Citadel Advisors
Florida
$646K +$58.9K +1,169 +10%
CWA
8
Cascade Wealth Advisors
Washington
$625K +$633K +12,565 New
PWM
9
Prosperity Wealth Management
California
$596K +$280K +5,563 +89%
CAM
10
Cresset Asset Management
Illinois
$422K +$421K +8,353 New
WEG
11
World Equity Group
Illinois
$282K +$36.8K +730 +15%
HighTower Advisors
12
HighTower Advisors
Illinois
$276K -$18K -357 -6%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$229K +$229K +4,536 New
CA
14
CoreCap Advisors
Michigan
$40.4K +$30.2K +600 +300%
AF
15
Allworth Financial
California
$35.4K +$35.3K +700 New
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$31K +$8.62K +171 +39%
Simplex Trading
17
Simplex Trading
Illinois
$15K +$15.1K +300 New
FFA
18
Founders Financial Alliance
North Carolina
$5.96K +$5.95K +118 New
Osaic Holdings
19
Osaic Holdings
Arizona
$1.06K +$1.06K +21 New
DFA
20
DHJJ Financial Advisors
Illinois
$51 +$50 +1 New
Wells Fargo
21
Wells Fargo
California
$19
Fidelity Investments
22
Fidelity Investments
Massachusetts
-$50 -1 Closed

IYRI Hedge Fund Activity: Q3 2025 in Review

20 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in NEOS Real Estate High Income ETF (IYRI) for Q3 2025, worth a combined $20.7M — up 149% from $8.31M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new IYRI positions and 1 closed out — a net gain of 9 holders — while 9 added to existing stakes and 1 trimmed.

The largest buyer was Gradient Investments, opening a new position worth an estimated $7.59M. The largest seller was HighTower Advisors, cutting an estimated $18K.

  • 20 institutional investors held NEOS Real Estate High Income ETF (IYRI) as of Q3 2025, up from 11 in Q2 2025.
  • Funds reported $20.7M of NEOS Real Estate High Income ETF stock for Q3 2025, up 149% quarter-over-quarter.
  • 10 funds opened new NEOS Real Estate High Income ETF positions in Q3 2025 and 1 closed out, a net change of +9 holders.
  • The largest NEOS Real Estate High Income ETF buyer in Q3 2025 was Gradient Investments, an estimated $7.59M added.
  • The largest NEOS Real Estate High Income ETF seller in Q3 2025 was HighTower Advisors, an estimated $18K sold.

Based on aggregated 13F filings for Q3 2025.