Prevail Innovative Wealth Advisors LLC Makes New Investment in NEOS Real Estate High Income ETF $IYRI

Prevail Innovative Wealth Advisors LLC purchased a new stake in NEOS Real Estate High Income ETF (BATS:IYRI) in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor purchased 28,083 shares of the company’s stock, valued at approximately $1,365,000. Prevail Innovative Wealth Advisors LLC owned about 0.68% of NEOS Real Estate High Income ETF at the end of the most recent reporting period.

A number of other hedge funds have also modified their holdings of the company. Allworth Financial LP acquired a new position in NEOS Real Estate High Income ETF during the third quarter valued at approximately $35,000. CWM LLC boosted its position in shares of NEOS Real Estate High Income ETF by 356.7% during the fourth quarter. CWM LLC now owns 2,809 shares of the company’s stock worth $137,000 after purchasing an additional 2,194 shares in the last quarter. Envestnet Asset Management Inc. acquired a new position in shares of NEOS Real Estate High Income ETF in the 3rd quarter valued at $229,000. PVG Asset Management Corp bought a new stake in shares of NEOS Real Estate High Income ETF in the 4th quarter valued at $269,000. Finally, HighTower Advisors LLC increased its position in shares of NEOS Real Estate High Income ETF by 11.9% in the 4th quarter. HighTower Advisors LLC now owns 6,114 shares of the company’s stock valued at $297,000 after buying an additional 650 shares in the last quarter.

NEOS Real Estate High Income ETF Trading Up 0.1%

IYRI stock opened at $49.28 on Friday. NEOS Real Estate High Income ETF has a 1-year low of $46.29 and a 1-year high of $51.25. The firm has a market cap of $54.21 million and a PE ratio of 35.64. The business’s 50-day moving average price is $48.74 and its two-hundred day moving average price is $49.21.

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.