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Mainstay Cbre Global shares owned by Integrated Wealth Concepts

Quarter-by-quarter ownership of Mainstay Cbre Global (MEGI) shares owned by Integrated Wealth Concepts from 13F filings

Historical chart of Integrated Wealth Concepts investment in Mainstay Cbre Global

Tip: Access up to 7 years of quarterly data

All positions including Mainstay Cbre Global held by Integrated Wealth Concepts consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Mainstay Cbre Global by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2025-09-30 $220k 15k 14.68
2025-06-30 $213k 15k 14.21
2025-03-31 $200k 15k 13.31
2024-12-31 $183k 15k 12.17

More positions owned by Integrated Wealth Concepts

Bny Mellon MF Closed and MF Open (BKLC)
Aptus Collared MF Closed and MF Open (ACIO)
Apple Common Stock (AAPL)
Nvidia Corp Common Stock (NVDA)
Ishares Core MF Closed and MF Open (IVV)
Aptus Defined MF Closed and MF Open (DRSK)
Ishares Msci MF Closed and MF Open (QUAL)
Microsoft Corp Common Stock (MSFT)
SPDR S&P MF Closed and MF Open (SPY)
Jpmorgan Betabuilders MF Closed and MF Open (BBIN)
Dimensional Us MF Closed and MF Open (DFAC)
Goldman Sachs MF Closed and MF Open (GSEW)
Invesco Qqq MF Closed and MF Open (QQQ)
Amazon Common Stock (AMZN)
Spdr Portfolio MF Closed and MF Open (SPYG)

View all positions for Integrated Wealth Concepts

Top funds holding Mainstay Cbre Global

Saba Capital Management
Morgan Stanley
Raymond James Financial
Royal Bank of Canada
Wells Fargo & Company
Karpus Investment Management
Penserra Capital Management
Rockefeller Capital Management
Pathstone Holdings
Brian McDonald
Advisors Asset Management
Berson & Corrado Investment Advisors
Thomas J. Herzfeld Advisors
Steward Partners Investment Advisory
Blue Bell Private Wealth Management

View all funds holding Mainstay Cbre Global