IFWM
MEGI

Institute for Wealth Management’s MainStay 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

AW
Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
OC
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return
SA
Sovran Advisors San Diego, California $1.34B AUM 21.63% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return
CEFA
Closed-End Fund Advisors Richmond, Virginia $102M AUM
CD
Chapin Davis Baltimore, Maryland $569M AUM 145.59% 1-Year Est. Return
SC
Stolper & Co Tulsa, Oklahoma $387M AUM 25.53% 1-Year Est. Return

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

Institute for Wealth Management opened a new position in MainStay 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.

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

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