TA
MEGI icon

Tactive Advisors’s NYLIM CBRE Global Infrastructure Megatrends Term Fund MEGI Stock Holding History

Tactive Advisors’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
Q3 		$190K Buy
14,129
+726
+5% +$10.8K 0.05% 254
2026
Q2 		$204K Sell
13,403
-164
-1% -$2.49K 0.05% 261
2026
Q1 		$199K Buy
+13,567
New +$198K 0.06% 246

Other funds holding MEGI

CD
Chapin Davis Baltimore, Maryland $520M AUM 117.57% 1-Year Est. Return
SC
Stolper & Co Tulsa, Oklahoma $387M AUM 17.93% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return

Tactive Advisors's MEGI Position: Q3 2026 in Review

Tactive Advisors increased its NYLIM CBRE Global Infrastructure Megatrends Term Fund (MEGI) stake by 5.4% in Q3 2026, buying an estimated $10.8K and bringing the position to 14,129 shares worth $190K. The position accounts for 0.05% of the portfolio, ranked #254.

Tactive Advisors first reported a position in MEGI in Q1 2026 and has held it in 3 quarters since. The position peaked at $204K in Q2 2026. 5 funds tracked by Wall St. Rank hold MEGI as of Q3 2026.

  • Tactive Advisors held 14,129 shares of NYLIM CBRE Global Infrastructure Megatrends Term Fund worth $190K as of Q3 2026.
  • Tactive Advisors bought 726 NYLIM CBRE Global Infrastructure Megatrends Term Fund shares in Q3 2026, an estimated $10.8K.
  • NYLIM CBRE Global Infrastructure Megatrends Term Fund made up 0.05% of Tactive Advisors's portfolio in Q3 2026, its #254 holding.
  • Tactive Advisors first reported a position in NYLIM CBRE Global Infrastructure Megatrends Term Fund in Q1 2026 and has held it in 3 quarters since.
  • Tactive Advisors's NYLIM CBRE Global Infrastructure Megatrends Term Fund position peaked at $204K in Q2 2026.
  • 5 funds tracked by Wall St. Rank held NYLIM CBRE Global Infrastructure Megatrends Term Fund as of Q3 2026.

Based on Tactive Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.