Israel Englander’s MainStay CBRE Global Infrastructure Megatrends Term Fund MEGI Stock Holding History

Israel Englander’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
2025 Q4	–	Sell	-50,000	Closed	-$734K	–	6283
2025 Q3	$734K	Buy	+50,000	New	+$717K	﹤0.01%	4844
2022 Q2	–	Sell	-62,261	Closed	-$1.18M	–	7279
2022 Q1	$1.18M	Buy	+62,261	New	+$1.18M	﹤0.01%	4377

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

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

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 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

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 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

Israel Englander's MEGI Position: Q4 2025 in Review

Israel Englander sold out of MainStay CBRE Global Infrastructure Megatrends Term Fund (MEGI) in Q4 2025, closing a stake of 50,000 shares — an estimated $734K sold.

Israel Englander first reported a position in MEGI in Q1 2022 and held it in 2 quarters. The position peaked at $1.18M in Q1 2022. 78 funds tracked by Wall St. Rank hold MEGI as of Q4 2025.

Israel Englander reported no remaining MainStay CBRE Global Infrastructure Megatrends Term Fund position as of Q4 2025 after selling out during the quarter.
Israel Englander sold 50,000 MainStay CBRE Global Infrastructure Megatrends Term Fund shares in Q4 2025, an estimated $734K.
Israel Englander first reported a position in MainStay CBRE Global Infrastructure Megatrends Term Fund in Q1 2022 and held it in 2 quarters.
Israel Englander's MainStay CBRE Global Infrastructure Megatrends Term Fund position peaked at $1.18M in Q1 2022.
78 funds tracked by Wall St. Rank held MainStay CBRE Global Infrastructure Megatrends Term Fund as of Q4 2025.

Based on Millennium Management's 13F filing for Q4 2025, filed 17 Feb 2026.