Cascade Wealth Advisors Inc Has $6.34 Million Holdings in NEOS Real Estate High Income ETF $IYRI

Cascade Wealth Advisors Inc grew its holdings in NEOS Real Estate High Income ETF (BATS:IYRI) by 19.8% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 127,879 shares of the company’s stock after acquiring an additional 21,128 shares during the quarter. NEOS Real Estate High Income ETF accounts for 2.5% of Cascade Wealth Advisors Inc’s portfolio, making the stock its 18th largest holding. Cascade Wealth Advisors Inc owned approximately 11.63% of NEOS Real Estate High Income ETF worth $6,339,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also modified their holdings of the company. Jane Street Group LLC bought a new position in NEOS Real Estate High Income ETF during the first quarter worth $507,000. Envestnet Asset Management Inc. bought a new stake in NEOS Real Estate High Income ETF in the 3rd quarter valued at $229,000. Cresset Asset Management LLC bought a new stake in NEOS Real Estate High Income ETF in the 3rd quarter valued at $422,000. Citadel Advisors LLC grew its position in NEOS Real Estate High Income ETF by 10.1% in the 3rd quarter. Citadel Advisors LLC now owns 12,788 shares of the company’s stock worth $646,000 after purchasing an additional 1,169 shares during the last quarter. Finally, Prosperity Wealth Management Inc. grew its position in NEOS Real Estate High Income ETF by 89.2% in the 3rd quarter. Prosperity Wealth Management Inc. now owns 11,800 shares of the company’s stock worth $596,000 after purchasing an additional 5,563 shares during the last quarter.

NEOS Real Estate High Income ETF Stock Performance

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