1620 Investment Advisors’s NYLIM CBRE Global Infrastructure Megatrends Term Fund MEGI Stock Holding History

1620 Investment Advisors’s Portfolio MEGI Stock Details MEGI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$13.3K	Hold	875	–	–	0.01%	454
2026 Q1	$12.9K	Hold	875	–	–	0.01%	438
2025 Q4	$12K	Sell	875 -725	-45%	-$10.3K	0.01%	439
2025 Q3	$23.5K	Buy	+1,600	New	+$23K	0.02%	369

Other funds holding MEGI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return

1620 Investment Advisors's MEGI Position: Q2 2026 in Review

1620 Investment Advisors held its NYLIM CBRE Global Infrastructure Megatrends Term Fund (MEGI) position steady in Q2 2026 at 875 shares worth $13.3K. The position accounts for 0.01% of the portfolio, ranked #454.

1620 Investment Advisors first reported a position in MEGI in Q3 2025 and has held it in 4 quarters since. The position peaked at $23.5K in Q3 2025. 77 funds tracked by Wall St. Rank hold MEGI as of Q2 2026.

1620 Investment Advisors held 875 shares of NYLIM CBRE Global Infrastructure Megatrends Term Fund worth $13.3K as of Q2 2026.
1620 Investment Advisors left its NYLIM CBRE Global Infrastructure Megatrends Term Fund share count unchanged in Q2 2026.
NYLIM CBRE Global Infrastructure Megatrends Term Fund made up 0.01% of 1620 Investment Advisors's portfolio in Q2 2026, its #454 holding.
1620 Investment Advisors first reported a position in NYLIM CBRE Global Infrastructure Megatrends Term Fund in Q3 2025 and has held it in 4 quarters since.
1620 Investment Advisors's NYLIM CBRE Global Infrastructure Megatrends Term Fund position peaked at $23.5K in Q3 2025.
77 funds tracked by Wall St. Rank held NYLIM CBRE Global Infrastructure Megatrends Term Fund as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.