RFG Advisory LLC Grows Stake in NEOS Real Estate High Income ETF $IYRI

RFG Advisory LLC lifted its position in NEOS Real Estate High Income ETF (BATS:IYRI) by 24.9% during the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 65,399 shares of the company’s stock after purchasing an additional 13,049 shares during the quarter. RFG Advisory LLC owned about 5.95% of NEOS Real Estate High Income ETF worth $3,212,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently made changes to their positions in the business. Prevail Innovative Wealth Advisors LLC purchased a new position in NEOS Real Estate High Income ETF during the fourth quarter worth about $1,365,000. World Investment Advisors purchased a new stake in shares of NEOS Real Estate High Income ETF in the 4th quarter valued at about $651,000. Moran Wealth Management LLC raised its holdings in shares of NEOS Real Estate High Income ETF by 287.3% in the 1st quarter. Moran Wealth Management LLC now owns 36,433 shares of the company’s stock valued at $1,723,000 after acquiring an additional 27,027 shares in the last quarter. Cherry Creek Investment Advisors Inc. bought a new stake in shares of NEOS Real Estate High Income ETF during the 1st quarter valued at about $1,935,000. Finally, M Holdings Securities Inc. bought a new stake in shares of NEOS Real Estate High Income ETF during the 2nd quarter valued at about $1,307,000.

NEOS Real Estate High Income ETF Trading Down 1.1%

Shares of 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 firm 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 12 month low of $46.29 and a 12 month high of $51.21.

NEOS Real Estate High Income ETF Company 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.