RFP
MEGI

Root Financial Partners’s MainStay CBRE Global Infrastructure Megatrends Term Fund MEGI Stock Holding History

Root Financial 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
Q1 		$6.36K Buy
+433
New +$6.32K ﹤0.01% 1859

Other funds holding MEGI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03T AUM 1% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Root Financial Partners's MEGI Position: Q1 2026 in Review

Root Financial Partners opened a new position in MainStay CBRE Global Infrastructure Megatrends Term Fund (MEGI) in Q1 2026: 433 shares worth $6.36K. The stake represents ﹤0.01% of the portfolio and ranks #1859 among its holdings.

81 funds tracked by Wall St. Rank hold MEGI as of Q1 2026.

  • Root Financial Partners held 433 shares of MainStay CBRE Global Infrastructure Megatrends Term Fund worth $6.36K as of Q1 2026.
  • MainStay CBRE Global Infrastructure Megatrends Term Fund was a new Root Financial Partners position in Q1 2026.
  • MainStay CBRE Global Infrastructure Megatrends Term Fund made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1859 holding.
  • 81 funds tracked by Wall St. Rank held MainStay CBRE Global Infrastructure Megatrends Term Fund as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.