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Institute for Wealth Management’s NYLIM CBRE Global Infrastructure Megatrends Term Fund MEGI Stock Holding History

Institute for Wealth Management’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 		$15.8K Buy
+1,040
New +$15.8K ﹤0.01% 1197

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

Institute for Wealth Management's MEGI Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in NYLIM CBRE Global Infrastructure Megatrends Term Fund (MEGI) in Q2 2026: 1,040 shares worth $15.8K. The stake represents ﹤0.01% of the portfolio and ranks #1197 among its holdings.

77 funds tracked by Wall St. Rank hold MEGI as of Q2 2026.

  • Institute for Wealth Management held 1,040 shares of NYLIM CBRE Global Infrastructure Megatrends Term Fund worth $15.8K as of Q2 2026.
  • NYLIM CBRE Global Infrastructure Megatrends Term Fund was a new Institute for Wealth Management position in Q2 2026.
  • NYLIM CBRE Global Infrastructure Megatrends Term Fund made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1197 holding.
  • 77 funds tracked by Wall St. Rank held NYLIM CBRE Global Infrastructure Megatrends Term Fund as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.