Cascade Wealth Advisors Inc Purchases 21,128 Shares of NEOS Real Estate High Income ETF $IYRI

Cascade Wealth Advisors Inc lifted its position in NEOS Real Estate High Income ETF (BATS:IYRI) by 19.8% in the first quarter, HoldingsChannel.com reports. The firm owned 127,879 shares of the company’s stock after acquiring an additional 21,128 shares during the period. NEOS Real Estate High Income ETF comprises 2.5% of Cascade Wealth Advisors Inc’s investment portfolio, making the stock its 18th largest holding. Cascade Wealth Advisors Inc owned 0.12% of NEOS Real Estate High Income ETF worth $6,339,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds and other institutional investors have also recently bought and sold shares of the company. Allworth Financial LP acquired a new stake in NEOS Real Estate High Income ETF during the third quarter worth $35,000. Royal Bank of Canada bought a new stake in NEOS Real Estate High Income ETF in the 4th quarter valued at $49,000. CWM LLC raised its stake in shares of NEOS Real Estate High Income ETF by 356.7% in the 4th quarter. CWM LLC now owns 2,809 shares of the company’s stock valued at $137,000 after buying an additional 2,194 shares in the last quarter. Summit Financial LLC acquired a new position in shares of NEOS Real Estate High Income ETF in the 4th quarter valued at $217,000. Finally, Envestnet Asset Management Inc. bought a new position in shares of NEOS Real Estate High Income ETF during the 3rd quarter worth about $229,000.

NEOS Real Estate High Income ETF Stock Performance

BATS:IYRI opened at $50.40 on Wednesday. The company has a 50-day moving average of $49.33 and a 200-day moving average of $49.24. NEOS Real Estate High Income ETF has a 52 week low of $46.29 and a 52 week high of $51.25. The company has a market capitalization of $55.44 million and a price-to-earnings ratio of 35.64.

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.