Who Owns NEOS Real Estate High Income ETF (IYRI)?Hedge Fund & Institutional Holders

$48.90+0.02 (+0.04%)Financial ServicesBATS

Institutional Holders

28

as of Q4 2025

Total Institutional Value

$7.4565211479422515e+53T

% of Float Held

QoQ Change in Holders

+15 / -4

Price History

$45.41$47.15$48.89$50.64$52.38Jan 25Aug 25Mar 26

IYRI — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
MADDEN SECURITIES CorpNew Position+99K+$4.8M
PREVAIL INNOVATIVE WEALTH ADVISORS, LLCNew Position+28K+$1.4M
High Net Worth Advisory Group LLCNew Position+16K+$767K
World Investment AdvisorsNew Position+13K+$651K
CAP Partners, LLCNew Position+10K+$462K
Moran Wealth Management, LLCNew Position+9K+$457K
PVG ASSET MANAGEMENT CORPNew Position+6K+$269K
WORLD EQUITY GROUP, INC.New Position+4K+$205K
CWM, LLCNew Position+3K+$137K
UBS Group AGNew Position+2K+$79K
CoreCap Advisors, LLCNew Position+800+$38K
Newbridge Financial Services Group, Inc.New Position+195+$9K
Financial Management Professionals, Inc.New Position+183+$8K
Roble, Belko & Company, IncNew Position+84+$4K
ROYAL BANK OF CANADANew Position+1K+$0

IYRI — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
JANE STREET GROUP, LLCDecreased-7K-$1.9B
SUSQUEHANNA INTERNATIONAL GROUP, LLPClosed Position-19K-$960.9M
CITADEL ADVISORS LLCClosed Position-13K-$646.3M
Prosperity Wealth Management, Inc.Closed Position-12K-$596.4M
Cresset Asset Management, LLCDecreased-285-$422.2M
Founders Financial Alliance, LLCClosed Position-118-$6.0M
SIMPLEX TRADING, LLCDecreased-30-$15K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Gradient Investments LLC153,420$7.5M0.12%Share
2Cascade Wealth Advisors, Inc106,751$5.2M2.40%Share
3MADDEN SECURITIES Corp98,660$4.8M1.46%Share
4RFG Advisory, LLC46,357$2.3M0.04%Share
5PREVAIL INNOVATIVE WEALTH ADVISORS, LLC28,083$1.4M0.24%Share
6JANE STREET GROUP, LLC32,059$1.0M0.00%Share
7High Net Worth Advisory Group LLC15,799$767K0.18%Share
8World Investment Advisors13,399$651K0.01%Share
9CAP Partners, LLC9,521$462K0.26%Share
10Moran Wealth Management, LLC9,406$457K0.01%Share
11PVG ASSET MANAGEMENT CORP5,545$269K0.57%Share
12WORLD EQUITY GROUP, INC.4,237$205K0.06%Share
13CWM, LLC2,809$137K0.00%Share
14UBS Group AG1,626$79K0.00%Share
15CoreCap Advisors, LLC800$38K0.00%Share
16Allworth Financial LP700$34K0.00%Share
17Newbridge Financial Services Group, Inc.195$9K0.00%Share
18Financial Management Professionals, Inc.183$8K0.00%Share
19Roble, Belko & Company, Inc84$4K0.00%Share
20OSAIC HOLDINGS, INC.200$00.00%Share
21Summit Financial, LLC4,467$00.00%Share
22ENVESTNET ASSET MANAGEMENT INC9,788$00.00%Share
23ROYAL BANK OF CANADA1,000$00.00%Share
24WELLS FARGO & COMPANY/MN0$00.00%Share
25HighTower Advisors, LLC6,114$00.00%Share
26DHJJ Financial Advisors, Ltd.1$00.00%Share
27Cresset Asset Management, LLC8,068$00.00%Share
28SIMPLEX TRADING, LLC270$00.00%Share

IYRI Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202528$25.2M+14
Q3 202514$14.5B+2
Q2 202512$8.3B+9
Q1 20253$806.9M

Similar Stocks by Institutional Ownership

As of Q4 2025, 28 institutional investors hold IYRI (NEOS Real Estate High Income ETF). The largest holder is Gradient Investments LLC with $7.5M in shares. This quarter, 15 institutions opened new positions and 4 closed their positions.

Frequently Asked Questions

How many hedge funds own IYRI?

As of Q4 2025, 28 institutional investors report holding IYRI (NEOS Real Estate High Income ETF) in their 13F filings.

Who is the largest institutional holder of IYRI?

The largest institutional holder of IYRI is Gradient Investments LLC with $7.5M in shares.

Is institutional ownership of IYRI increasing or decreasing?

This quarter, 15 institutions opened new positions in IYRI and 4 closed their positions.