Cascade Wealth Advisors Inc Acquires New Position in NEOS Real Estate High Income ETF $IYRI

Cascade Wealth Advisors Inc acquired a new position in shares of NEOS Real Estate High Income ETF (NYSEARCA:IYRI) during the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor acquired 12,565 shares of the company’s stock, valued at approximately $625,000. Cascade Wealth Advisors Inc owned 0.44% of NEOS Real Estate High Income ETF as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently bought and sold shares of the company. CoreCap Advisors LLC raised 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 purchasing an additional 600 shares during the period. Envestnet Asset Management Inc. acquired a new position in NEOS Real Estate High Income ETF during the 3rd quarter valued at approximately $229,000. World Equity Group Inc. grew its stake in NEOS Real Estate High Income ETF by 15.1% during the 3rd quarter. World Equity Group Inc. now owns 5,572 shares of the company’s stock worth $282,000 after buying an additional 730 shares during the last quarter. Jane Street Group LLC acquired a new stake in NEOS Real Estate High Income ETF in the first quarter worth $507,000. Finally, High Net Worth Advisory Group LLC lifted its stake in NEOS Real Estate High Income ETF by 56.3% in the third quarter. High Net Worth Advisory Group LLC now owns 19,542 shares of the company’s stock valued at $988,000 after buying an additional 7,042 shares during the last quarter.

NEOS Real Estate High Income ETF Stock Up 0.3%

Shares of NYSEARCA:IYRI opened at $50.54 on Monday. The company’s 50-day moving average price is $49.48 and its 200 day moving average price is $49.79. The company 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 fifty-two week low of $43.74 and a fifty-two week high of $52.49.

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.