Cascade Wealth Advisors Inc Takes $625,000 Position in NEOS Real Estate High Income ETF $IYRI

Cascade Wealth Advisors Inc bought a new stake in shares of NEOS Real Estate High Income ETF (NYSEARCA:IYRI) during the 3rd quarter, according to its most recent filing with the SEC. The fund bought 12,565 shares of the company’s stock, valued at approximately $625,000.

A number of other institutional investors and hedge funds have also added to or reduced their stakes in the business. CoreCap Advisors LLC lifted its position in shares of NEOS Real Estate High Income ETF by 300.0% during the 3rd quarter. CoreCap Advisors LLC now owns 800 shares of the company’s stock worth $40,000 after buying an additional 600 shares during the period. Envestnet Asset Management Inc. bought a new position in shares of NEOS Real Estate High Income ETF during the third quarter valued at $229,000. World Equity Group Inc. lifted its holdings in shares of NEOS Real Estate High Income ETF by 15.1% during the third quarter. World Equity Group Inc. now owns 5,572 shares of the company’s stock valued at $282,000 after acquiring an additional 730 shares during the period. Jane Street Group LLC acquired a new stake in shares of NEOS Real Estate High Income ETF in the 1st quarter valued at $507,000. Finally, High Net Worth Advisory Group LLC grew its holdings in shares of NEOS Real Estate High Income ETF by 56.3% in the 3rd quarter. High Net Worth Advisory Group LLC now owns 19,542 shares of the company’s stock worth $988,000 after purchasing an additional 7,042 shares during the last quarter.

NEOS Real Estate High Income ETF Stock Up 0.3%

NYSEARCA:IYRI opened at $50.54 on Monday. The firm has a market cap of $208.73 million, a PE ratio of 35.64 and a beta of 0.91. NEOS Real Estate High Income ETF has a 12 month low of $43.74 and a 12 month high of $52.49. The company’s 50-day moving average price is $49.48 and its two-hundred day moving average price is $49.79.

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.