GRP
MEGI

Global Retirement Partners’s NYLIM CBRE Global Infrastructure Megatrends Term Fund MEGI Stock Holding History

Global Retirement Partners’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 		$334K Buy
+21,966
New +$333K 0.01% 1257
2025
Q4 		$239K Buy
+17,350
New +$246K ﹤0.01% 1366

Other funds holding MEGI

Morgan Stanley
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AW
Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
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
AC
Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return

Global Retirement Partners's MEGI Position: Q2 2026 in Review

Global Retirement Partners opened a new position in NYLIM CBRE Global Infrastructure Megatrends Term Fund (MEGI) in Q2 2026: 21,966 shares worth $334K. The stake represents 0.01% of the portfolio and ranks #1257 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in MEGI as recently as Q4 2025.

Global Retirement Partners first reported a position in MEGI in Q4 2025 and has held it in 2 quarters since. 77 funds tracked by Wall St. Rank hold MEGI as of Q2 2026.

  • Global Retirement Partners held 21,966 shares of NYLIM CBRE Global Infrastructure Megatrends Term Fund worth $334K as of Q2 2026.
  • NYLIM CBRE Global Infrastructure Megatrends Term Fund was a new Global Retirement Partners position in Q2 2026.
  • NYLIM CBRE Global Infrastructure Megatrends Term Fund made up 0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1257 holding.
  • Global Retirement Partners first reported a position in NYLIM CBRE Global Infrastructure Megatrends Term Fund in Q4 2025 and has held it in 2 quarters since.
  • 77 funds tracked by Wall St. Rank held NYLIM CBRE Global Infrastructure Megatrends Term Fund as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.