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IYRI

NEOS Real Estate High Income ETF

36 hedge funds and large institutions have $39.5M invested in NEOS Real Estate High Income ETF in 2026 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 18 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 4

300% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 3

42% more capital invested

Capital invested by funds: $27.9M → $39.5M (+$11.7M)

29% more funds holding

Funds holding: 2836 (+8)

20% more call options, than puts

Call options by funds: $530K | Put options by funds: $440K

0.61% more ownership

Funds ownership: 16%16.61% (+0.61%)

Holders
36
Holders Change
+8
Holders Change %
+28.57%
% of All Funds
0.44%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
18
Reduced
4
Closed
3
Calls
$530K
Puts
$440K
Net Calls
+$90K
Net Calls Change
+$90K
Name Holding Trade Value Shares
Change
Change in
Stake
GI
1
Gradient Investments
Minnesota
$7.7M +$467K +9,499 +6%
PIWA
2
Prevail Innovative Wealth Advisors
Kansas
$6.56M +$5.44M +110,663 +394%
CWA
3
Cascade Wealth Advisors
Washington
$6.34M +$1.04M +21,128 +20%
MS
4
Madden Securities
Texas
$4.78M +$119K +2,415 +2%
RA
5
RFG Advisory
Alabama
$2.48M +$295K +5,993 +13%
CCIA
6
Cherry Creek Investment Advisors
Colorado
$1.93M +$2.01M +40,912 New
MWM
7
Moran Wealth Management
Florida
$1.72M +$1.33M +27,027 +287%
Jane Street
8
Jane Street
New York
$1.05M -$488K -9,917 -31%
SF
9
Summit Financial
New Jersey
$1.04M +$866K +17,610 +394%
Stifel Financial
10
Stifel Financial
Missouri
$797K +$830K +16,864 New
HNWAG
11
High Net Worth Advisory Group
Florida
$766K +$19.6K +398 +3%
WIA
12
World Investment Advisors
California
$745K +$116K +2,363 +18%
CPL
13
CAP Partners LLC
Tennessee
$711K +$271K +5,515 +58%
PAM
14
PVG Asset Management
Colorado
$557K +$280K +5,682 +102%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$500K +$39K +793 +8%
CWAF
16
Core Wealth Advisors (Florida)
Florida
$397K +$413K +8,388 New
CAM
17
Cresset Asset Management
Illinois
$372K -$9.59K -195 -2%
HighTower Advisors
18
HighTower Advisors
Illinois
$299K +$9.89K +201 +3%
WEG
19
World Equity Group
Illinois
$202K +$1.87K +38 +0.9%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$187K +$146K +2,963 +296%
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$133K +$197 +4 +0.1%
US Bancorp
22
US Bancorp
Minnesota
$95.9K +$99.8K +2,028 New
CA
23
CoreCap Advisors
Michigan
$37.8K
IA
24
IFP Advisors
Florida
$28.7K +$29.8K +606 New
SS
25
SBI Securities
Japan
$23.5K +$24.4K +496 New

IYRI Hedge Fund Activity: Q1 2026 in Review

36 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in NEOS Real Estate High Income ETF (IYRI) for Q1 2026, worth a combined $39.5M — up 42% from $27.9M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new IYRI positions and 3 closed out — a net gain of 9 holders — while 18 added to existing stakes and 4 trimmed.

The largest buyer was Prevail Innovative Wealth Advisors, adding an estimated $5.44M. The largest seller was Jane Street, cutting an estimated $488K.

  • 36 institutional investors held NEOS Real Estate High Income ETF (IYRI) as of Q1 2026, up from 28 in Q4 2025.
  • Funds reported $39.5M of NEOS Real Estate High Income ETF stock for Q1 2026, up 42% quarter-over-quarter.
  • 12 funds opened new NEOS Real Estate High Income ETF positions in Q1 2026 and 3 closed out, a net change of +9 holders.
  • The largest NEOS Real Estate High Income ETF buyer in Q1 2026 was Prevail Innovative Wealth Advisors, an estimated $5.44M added.
  • The largest NEOS Real Estate High Income ETF seller in Q1 2026 was Jane Street, an estimated $488K sold.

Based on aggregated 13F filings for Q1 2026.