Northwestern Mutual Wealth Management
MEGI

Northwestern Mutual Wealth Management’s NYLIM CBRE Global Infrastructure Megatrends Term Fund MEGI Stock Holding History

Northwestern Mutual 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 		$10K Buy
+658
New +$9.97K ﹤0.01% 3123
2025
Q1 		– Sell
-2,000
Closed -$24.3K – 3834
2024
Q4 		$24.3K Buy
+2,000
New +$27.2K ﹤0.01% 2435
2024
Q2 		– Sell
-2,121
Closed -$26.7K – 3688
2024
Q1 		$26.7K Buy
+2,121
New +$27.1K ﹤0.01% 2310
2022
Q3 		– Sell
-1,252
Closed -$20K – 3279
2022
Q2 		$20K Buy
+1,252
New +$22K ﹤0.01% 2252

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 12.88% 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

Northwestern Mutual Wealth Management's MEGI Position: Q2 2026 in Review

Northwestern Mutual Wealth Management opened a new position in NYLIM CBRE Global Infrastructure Megatrends Term Fund (MEGI) in Q2 2026: 658 shares worth $10K. The stake represents ﹤0.01% of the portfolio and ranks #3123 among its holdings. This is a return to the name: Northwestern Mutual Wealth Management previously reported a position in MEGI as recently as Q4 2024.

Northwestern Mutual Wealth Management first reported a position in MEGI in Q2 2022 and has held it in 4 quarters since. The position peaked at $26.7K in Q1 2024. 77 funds tracked by Wall St. Rank hold MEGI as of Q2 2026.

  • Northwestern Mutual Wealth Management held 658 shares of NYLIM CBRE Global Infrastructure Megatrends Term Fund worth $10K as of Q2 2026.
  • NYLIM CBRE Global Infrastructure Megatrends Term Fund was a new Northwestern Mutual Wealth Management position in Q2 2026.
  • NYLIM CBRE Global Infrastructure Megatrends Term Fund made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #3123 holding.
  • Northwestern Mutual Wealth Management first reported a position in NYLIM CBRE Global Infrastructure Megatrends Term Fund in Q2 2022 and has held it in 4 quarters since.
  • Northwestern Mutual Wealth Management's NYLIM CBRE Global Infrastructure Megatrends Term Fund position peaked at $26.7K in Q1 2024.
  • 77 funds tracked by Wall St. Rank held NYLIM CBRE Global Infrastructure Megatrends Term Fund as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.