Moran Wealth Management LLC Has $1.72 Million Stock Holdings in NEOS Real Estate High Income ETF $IYRI

Moran Wealth Management LLC raised its holdings in shares of NEOS Real Estate High Income ETF (BATS:IYRI) by 287.3% in the first quarter, HoldingsChannel.com reports. The firm owned 36,433 shares of the company’s stock after buying an additional 27,027 shares during the period. Moran Wealth Management LLC’s holdings in NEOS Real Estate High Income ETF were worth $1,723,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Prevail Innovative Wealth Advisors LLC bought a new position in NEOS Real Estate High Income ETF during the 4th quarter valued at $1,365,000. World Investment Advisors bought a new position in shares of NEOS Real Estate High Income ETF during the 4th quarter valued at approximately $651,000. Cascade Wealth Advisors Inc grew its holdings in NEOS Real Estate High Income ETF by 749.6% during the fourth quarter. Cascade Wealth Advisors Inc now owns 106,751 shares of the company’s stock valued at $5,212,000 after purchasing an additional 94,186 shares during the period. RFG Advisory LLC raised its stake in shares of NEOS Real Estate High Income ETF by 68.2% in the fourth quarter. RFG Advisory LLC now owns 46,357 shares of the company’s stock valued at $2,253,000 after buying an additional 18,793 shares during the period. Finally, High Net Worth Advisory Group LLC raised its stake in NEOS Real Estate High Income ETF by 2.5% in the 1st quarter. High Net Worth Advisory Group LLC now owns 16,197 shares of the company’s stock valued at $766,000 after acquiring an additional 398 shares during the period.

NEOS Real Estate High Income ETF Stock Performance

Shares of IYRI stock opened at $49.77 on Monday. The stock has a market capitalization of $54.75 million and a P/E ratio of 35.64. The firm’s 50 day moving average is $49.22 and its 200 day moving average is $49.16. NEOS Real Estate High Income ETF has a 12 month low of $46.29 and a 12 month high of $51.25.

About NEOS Real Estate High Income ETF

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.