NEOS Real Estate High Income ETF $IYRI Stake Raised by New England Private Wealth Advisors LLC

New England Private Wealth Advisors LLC grew its holdings in NEOS Real Estate High Income ETF (BATS:IYRI) by 18.5% in the 3rd quarter, according to the company in its most recent filing with the SEC. The firm owned 77,545 shares of the company’s stock after buying an additional 12,125 shares during the quarter. New England Private Wealth Advisors LLC owned approximately 7.05% of NEOS Real Estate High Income ETF worth $3,506,000 at the end of the most recent quarter.

A number of other large investors have also recently made changes to their positions in the business. Sound Income Strategies LLC bought a new stake in shares of NEOS Real Estate High Income ETF in the 3rd quarter worth approximately $7,110,000. Gradient Investments LLC purchased a new position in shares of NEOS Real Estate High Income ETF during the third quarter valued at approximately $7,449,000. Integrated Wealth Concepts LLC bought a new position in shares of NEOS Real Estate High Income ETF during the second quarter valued at approximately $42,000. RFG Advisory LLC raised its holdings in shares of NEOS Real Estate High Income ETF by 24.9% during the second quarter. RFG Advisory LLC now owns 65,399 shares of the company’s stock valued at $3,212,000 after acquiring an additional 13,049 shares in the last quarter. Finally, Markowski Investments bought a new position in shares of NEOS Real Estate High Income ETF during the second quarter valued at approximately $48,000.

NEOS Real Estate High Income ETF Stock Down 0.8%

Shares of IYRI stock opened at $45.67 on Tuesday. The stock has a fifty day moving average of $47.40 and a 200 day moving average of $48.67. NEOS Real Estate High Income ETF has a 52 week low of $44.48 and a 52 week high of $51.17. The firm has a market capitalization of $50.24 million and a price-to-earnings ratio of 35.64.

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.