DOSSIER · 13F Holders · Q1 2026Cheap mega-capRe-rated
MEGI

MAINSTAY CBRE GLOBAL INFRASTRU

84 institutions still hold MAINSTAY CBRE GLOBAL INFRASTRU as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 56064q107·84 13F holders·last filed Mar 31, 2026
Market cap
4.4%
vs prior quarter
13F value held
$280M
47.0% inst. owned
of float
Holders
84
+100 QoQ
filers reporting
Activity
+9 / −58
+858 added · −728 reduced
this quarter
Concentration
32.94%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

84 institutions reported MEGI in Q1 2026. MORGAN STANLEY leads at 32.9% of the visible book. +100 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$92M6.3M0.01%Q1 2026
02
Saba Capital Management, L.P.
CIK 0001510281
$60M4.1M1.66%Q1 2026
03
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$37M2.5M0.01%Q1 2026
04
ROYAL BANK OF CANADA
CIK 0001000275
$13M869K0.00%Q1 2026
05
BANK OF AMERICA CORP /DE/
CIK 0000070858
$11M759K0.00%Q1 2026
06
WELLS FARGO & COMPANY/MN
CIK 0000072971
$10M673K0.00%Q1 2026
07
Karpus Management, Inc.
CIK 0001048703
$7M509K0.23%Q1 2026
08
ABSOLUTE INVESTMENT ADVISERS, LLC
CIK 0001316187
$6M412K0.71%Q1 2026
09
Rockefeller Capital Management L.P.
CIK 0001739439
$5M345K0.01%Q1 2026
10
WOLVERINE ASSET MANAGEMENT LLC
CIK 0001279891
$5M321K0.05%Q1 2026
11
Almitas Capital LLC
CIK 0001596468
$5M316K1.05%Q1 2026
12
Steward Partners Investment Advisory, LLC
CIK 0001723397
$4M288K0.02%Q1 2026
13
FIFTH THIRD BANCORP
CIK 0000035527
$4M275K0.01%Q1 2026
14
COMERICA BANK
CIK 0000901541
$4M275K0.02%Q4 2025
15
Allspring Global Investments Holdings, LLC
CIK 0001890906
$4M252K0.01%Q1 2026
16
Advisors Asset Management, Inc.
CIK 0001297376
$3M228K0.06%Q1 2026
17
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
CIK 0001352860
$3M195K0.41%Q1 2026
18
Quarry LP
CIK 0001965207
$2M163K0.43%Q1 2026
19
CORRADO ADVISORS, LLC
CIK 0001482611
$2M156K1.20%Q1 2026
20
Sovran Advisors, LLC
CIK 0002051471
$2M143K0.17%Q1 2026
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