IYRI IY

IYRI NEOS Real Estate High Income ET

Derivative Income · Neos Funds

ETF 5 · Fair Momentum 4.0 · Weak Safe

49.38

+0.50%

About the fund

0.68%
Assets (AUM)
285.1M
Inception
2025
49.31

52-week range

49.4
low 46.3 high 51.2
Yield Growth Momentum Safety Value Health

Top holdings

  • WELL Welltower Inc 10.70%
  • PLD Prologis Inc 8.84%
  • SPG Simon Property Group Inc 5.16%
  • EQIX Equinix Inc 4.67%
  • DLR Digital Realty Trust Inc 4.32%
  • O Realty Income Corp 4.09%
  • AMT American Tower Corp 3.90%
  • PSA Public Storage 3.74%
  • VTR Ventas Inc 3.01%
  • CBRE CBRE Group Inc Class A 2.92%

Dividend deep dive

The NEOS Real Estate High Income ET (IYRI) is a derivative income fund from Neos Funds, designed to generate income primarily from the real estate sector. The fund holds approximately $285,089,440 in total assets, with a significant 99.49% allocation to Real Estate. Top holdings include Welltower Inc, Prologis Inc, and Simon Property Group Inc. While a current dividend yield is not provided, the fund's 5-year average yield is 10.22%.

Dividend history

IYRI aims for monthly distributions. The fund has an inception year of 2025, with its first recorded distribution for that year totaling $5.126. Specific 3-year and 5-year distribution CAGRs are not available due to the fund's recent inception. The distributions investors receive are directly influenced by the income generated from the fund's underlying holdings and its derivative strategies, as well as the fund's operational costs.

Dividend safety

The fund operates with an expense ratio of 0.68%. Its distribution consistency is structured around monthly payments, though a comprehensive track record is not yet established given its 2025 inception.

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AI-generated from Quantic's dividend data · Updated 17 Jul 2026 · Information, not financial advice.

Price history

52.0 49.7 47.3 2025 2026 2025-02 · 52.0 2025-03 · 50.7 2025-04 · 49.8 2025-05 · 50.0 2025-06 · 50.0 2025-07 · 49.9 2025-08 · 50.8 2025-09 · 50.5 2025-10 · 49.2 2025-11 · 50.0 2025-12 · 48.6 2026-01 · 49.3 2026-02 · 50.5 2026-03 · 47.3 2026-04 · 49.6 2026-05 · 48.8 2026-06 · 49.1 2026-07 · 50.4
Price

Dividend profile

Frequency
Monthly
Growth (TTM)
+121.4%
CAGR 3y

Payment calendar

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec

Dividend history

25

Per-share dividend by year

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Two DDM fair values, margin of safety, sector value rank, Dividend Yield Theory, doubling time and max drawdown.

Held by 1 investor

Appears in these lists

IYRI qualifies for these curated dividend rankings.

Information, not financial advice.

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