RFG Advisory LLC Increases Position in NEOS Real Estate High Income ETF $IYRI

RFG Advisory LLC boosted its position in NEOS Real Estate High Income ETF (BATS:IYRI) by 24.9% during the second quarter, Holdings Channel reports. The fund owned 65,399 shares of the company’s stock after acquiring an additional 13,049 shares during the period. RFG Advisory LLC owned about 0.06% of NEOS Real Estate High Income ETF worth $3,212,000 at the end of the most recent reporting period.

A number of other large investors have also added to or reduced their stakes in IYRI. Gradient Investments LLC lifted its stake in NEOS Real Estate High Income ETF by 2.3% during the second quarter. Gradient Investments LLC now owns 166,746 shares of the company’s stock worth $8,189,000 after purchasing an additional 3,827 shares during the last quarter. Cascade Wealth Advisors Inc increased its position in shares of NEOS Real Estate High Income ETF by 19.8% during the 1st quarter. Cascade Wealth Advisors Inc now owns 127,879 shares of the company’s stock valued at $6,339,000 after purchasing an additional 21,128 shares during the last quarter. Cherry Creek Investment Advisors Inc. bought a new position in shares of NEOS Real Estate High Income ETF during the 1st quarter valued at about $1,935,000. Moran Wealth Management LLC raised its holdings in shares of NEOS Real Estate High Income ETF by 287.3% during the 1st quarter. Moran Wealth Management LLC now owns 36,433 shares of the company’s stock valued at $1,723,000 after buying an additional 27,027 shares in the last quarter. Finally, Jane Street Group LLC raised its holdings in shares of NEOS Real Estate High Income ETF by 203.4% during the 2nd quarter. Jane Street Group LLC now owns 30,317 shares of the company’s stock valued at $1,516,000 after buying an additional 20,325 shares in the last quarter.

NEOS Real Estate High Income ETF Price Performance

BATS:IYRI opened at $47.96 on Thursday. The business has a 50 day moving average of $49.54 and a 200 day moving average of $49.23. The company has a market capitalization of $52.76 million and a price-to-earnings ratio of 35.64. NEOS Real Estate High Income ETF has a 1-year low of $46.29 and a 1-year high of $51.21.

NEOS Real Estate High Income ETF Profile

The NEOS Real Estate High Income ETF (IYRI) is an exchange-traded fund that mostly invests in real estate equity. The fund is an actively managed fund that seeks high monthly income with the potential for appreciation by actively investing in stocks of the Dow Jones U.S. Real Estate Capped Index while also utilizing call options strategies. IYRI was launched on Jan 14, 2025 and is issued by Neos.