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IYRI

NEOS Real Estate High Income ETF

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.

New
Increased
Maintained
Reduced
Closed

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: 2028 (+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%)

Holders
28
Holders Change
+8
Holders Change %
+40%
% of All Funds
0.34%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
9
Reduced
5
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GI
1
Gradient Investments
Minnesota
$7.46M +$141K +2,843 +2%
CWA
2
Cascade Wealth Advisors
Washington
$5.21M +$4.67M +94,186 +750%
MS
3
Madden Securities
Texas
$4.79M +$373K +7,530 +8%
RA
4
RFG Advisory
Alabama
$2.25M +$932K +18,793 +68%
Jane Street
5
Jane Street
New York
$1.56M -$323K -6,507 -17%
PIWA
6
Prevail Innovative Wealth Advisors
Kansas
$1.36M +$1.39M +28,083 New
HNWAG
7
High Net Worth Advisory Group
Florida
$768K -$186K -3,743 -19%
WIA
8
World Investment Advisors
California
$651K +$664K +13,399 New
PWM
9
Prosperity Wealth Management
California
$641K +$69.2K +1,396 +12%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$476K +$260K +5,252 +116%
CPL
11
CAP Partners LLC
Tennessee
$463K +$472K +9,521 New
MWM
12
Moran Wealth Management
Florida
$457K +$466K +9,406 New
CAM
13
Cresset Asset Management
Illinois
$392K -$14.1K -285 -3%
HighTower Advisors
14
HighTower Advisors
Illinois
$297K +$32.2K +650 +12%
PAM
15
PVG Asset Management
Colorado
$269K +$275K +5,545 New
SF
16
Summit Financial
New Jersey
$217K +$221K +4,467 New
WEG
17
World Equity Group
Illinois
$206K -$66.2K -1,335 -24%
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$137K +$109K +2,194 +357%
UBS Group
19
UBS Group
Switzerland
$79K +$80.6K +1,626 New
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$49K +$49.6K +1,000 New
CA
21
CoreCap Advisors
Michigan
$38.9K
AF
22
Allworth Financial
California
$34K
Simplex Trading
23
Simplex Trading
Illinois
$13.1K -$1.49K -30 -10%
Osaic Holdings
24
Osaic Holdings
Arizona
$9.72K +$8.87K +179 +852%
NFSG
25
Newbridge Financial Services Group
Florida
$9.48K +$9.67K +195 New

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.