Who owns IYRI?
NEOS Real Estate High Income ETF · NEOS
52 institutions reported holding IYRI, worth $61.2M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of IYRI
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| GFS Advisors, LLC | Houston, TX | $12.3M | 160,185 | New position |
| Gradient Investments LLC | Arden Hills, MN | $8.2M | 166,746 | +3,827 shares |
| Prevail Innovative Wealth Advisors, LLC | Leawood, KS | $6.9M | 140,905 | +2,159 shares |
| Cascade Wealth Advisors, Inc | Wenatchee, WA | $5.3M | 106,514 | −21,365 shares |
| MADDEN SECURITIES Corp | Dallas, TX | $4.9M | 100,200 | −875 shares |
| New England Private Wealth Advisors LLC | Wellesley, MA | $3.3M | 65,420 | New position |
| RFG Advisory, LLC | Birmingham, AL | $3.2M | 65,399 | +13,049 shares |
| Moran Wealth Management, LLC | Naples, FL | $2.4M | 48,136 | +11,703 shares |
| Cherry Creek Investment Advisors, Inc. | Englewood, CO | $2.1M | 43,432 | +2,520 shares |
| Summit Financial, LLC | Parsippany, NJ | $1.3M | 25,944 | +3,867 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns IYRI?
52 institutional managers reported holding IYRI in Form 13F filings for June 30, 2026, worth $61.2M in total. The largest reported position was held by GFS Advisors, LLC, at $12.3M.
Did institutions buy or sell IYRI last quarter?
Reported 13F value rose 57.7% from March 31, 2026, which includes price moves as well as buying and selling. 23 firms reported a new position and 5 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is IYRI ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.