NEOS REAL EST HGH INC ETF (IYRI) Institutional Ownership Changes & 13F Activity

NEOS REAL EST HGH INC ETF (IYRI). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include New England Private Wealth Advisors Llc, Cascade Wealth Advisors, Inc, Lpl Financial Llc, Moran Wealth Management, Llc, and Steward Partners Investment Advisory, Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Entrewealth, LlcBuy+10,00010,000$495.00KQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+7,854+198.2%11,817$580.00KQ2 2026Aug 14, 2026
Foundations Investment Advisors, LlcBuy+7,5617,561$371.31KQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+5,2535,253$257.98KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+896896$44.00KQ2 2026Aug 14, 2026
Steward Partners Investment Advisory, LlcBuy+10,33110,331$507.36KQ2 2026Aug 13, 2026
Mariner, LlcBuy+5,5675,567$273.40KQ2 2026Aug 13, 2026
Summit Financial, LlcBuy+3,867+17.5%25,944$1.27MQ2 2026Aug 12, 2026
Strategic Wealth Partners, Ltd.Buy+2,2892,289$112.43KQ2 2026Aug 12, 2026
Stifel Financial CorpBuy+1,458+8.6%18,322$899.78KQ2 2026Aug 12, 2026
Harbour Investments, Inc.Buy+2121$1.03KQ2 2026Aug 12, 2026
Cascade Wealth Advisors, IncSell-21,365-16.7%106,514$5.30MQ2 2026Aug 11, 2026
Core Wealth Advisors, Inc.Buy+5,895+70.3%14,283$701.44KQ2 2026Aug 11, 2026
Lpl Financial LlcBuy+16,68616,686$819.43KQ2 2026Aug 07, 2026
Moran Wealth Management, LlcBuy+11,703+32.1%48,136$2.36MQ2 2026Aug 05, 2026
Parallel Advisors, LlcBuy+9,4509,450$464.11KQ2 2026Aug 05, 2026
New England Private Wealth Advisors LlcBuy+65,42065,420$3.28MQ2 2026Aug 04, 2026
Compound Planning, Inc.Buy+5,0165,016$246.35KQ2 2026Aug 04, 2026
Founders Financial Alliance, LlcBuy+127+34.7%493$24.23KQ2 2026Aug 04, 2026
Envestnet Asset Management IncSell-3,787-35.8%6,794$333.64KQ2 2026Aug 03, 2026
Cap Partners, LlcBuy+3,574+23.8%18,610$913.92KQ2 2026Jul 30, 2026
Cherry Creek Investment Advisors, Inc.Buy+2,520+6.2%43,432$2.13MQ2 2026Jul 30, 2026
Commonwealth Equity Services, LlcBuy+4,7584,758$233.67KQ2 2026Jul 29, 2026
High Net Worth Advisory Group LlcSell-80-0.5%16,117$791.51KQ2 2026Jul 29, 2026
D.A. Davidson & Co.Buy+10,21810,218$501.81KQ2 2026Jul 24, 2026
Madden Securities CorpSell-875-0.9%100,200$4.92MQ2 2026Jul 24, 2026
Roble, Belko & Company, IncBuy+106+97.2%215$11.00KQ2 2026Jul 24, 2026
Apollon Wealth Management, LlcBuy+5,5005,500$270.11KQ2 2026Jul 23, 2026
Tsfg, LlcBuy+306306$15.00KQ2 2026Jul 23, 2026
Sbi Securities Co., Ltd.Sell-138-27.8%358$17.58KQ2 2026Jul 23, 2026
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Frequently asked questions about IYRI activity

  • Which institutional owners are buying IYRI?

    Institutional owners buying IYRI include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in IYRI activity?

    "Buy" means an investor increased their reported position in IYRI compared to the prior reporting period. This reflects growing exposure to NEOS REAL EST HGH INC ETF (IYRI) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in IYRI increasing?

    Institutional interest in IYRI can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.