Welcome to our dedicated page for NYLI CBRE Global Infras Megatrends Term SEC filings (Ticker: MEGI), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Trying to verify MEGI’s leverage limits or uncover how much of its portfolio sits in decarbonization assets can mean scrolling through hundreds of pages of footnotes and Schedule of Investments. NYLI CBRE Global Infrastructure Megatrends Term Fund filings are especially dense—spanning audited financial statements, trustee compensation tables, and distribution policies that shift with market conditions.
Stock Titan’s AI-powered analysis turns those hard-to-read PDFs into clear takeaways. Need the NYLI CBRE Global Infrastructure Megatrends Term Fund insider trading Form 4 transactions the moment they post? We deliver real-time alerts. Looking for the latest NYLI CBRE Global Infrastructure Megatrends Term Fund quarterly earnings report 10-Q filing (N-CSRS) or an 8-K material events explained summary? One click shows concise language, key ratios, and direct links to every exhibit.
Here’s what investors routinely extract using our platform:
- Monthly distribution history and yield dynamics pulled from the annual report 10-K simplified section.
- Trustee and officer trading patterns through Form 4 insider transactions real-time monitoring.
- Fee structures and manager incentives from the proxy statement executive compensation disclosures.
- Portfolio shifts tied to digital infrastructure or asset modernization outlined in each earnings report filing analysis.
If you’re understanding NYLI CBRE Global Infrastructure Megatrends Term Fund SEC documents with AI for the first time—or comparing year-over-year risk metrics—our coverage spans every form, updated the minute EDGAR publishes. Complex fund data becomes practical insight so you can act quickly on what matters: NAV impact, insider sentiment, and megatrend exposure.
The submitted Form N-CEN for NYLI CBRE Global Infrastructure Megatrends Term Fund (MEGI) contains partial operational disclosures but omits many core registrant and financial metrics. The filing explicitly reports an aggregate principal transaction value of $207,598,718.26, indicating material purchase and sale activity during the reporting period, and aggregate brokerage commissions of $810,391.25 with ten largest broker commission amounts listed individually. The securities lending section shows a monthly average value on loan of $0.00 and net income from securities lending of $0.00.
Key items are missing from the filing text provided: the registrant's full name, CIK, LEI, fund net asset value, average net assets, and other primary identification and financial statement details are not present in the content supplied, limiting the ability to form a complete view of the fund's financial condition from this document alone.
Form 4 filing for NYLI CBRE Global Infrastructure Megatrends Term Fund (MEGI). Portfolio Manager Jeremy Anagnos reported a single open-market purchase (code P) on 01 Aug 2025 of 250 common shares at $14.36 per share, totaling roughly $3.6 k. Following the transaction, Anagnos’ direct ownership stands at 28,000 shares. No derivative positions or additional transactions were disclosed. The filing is made individually, not jointly, and contains no 10b5-1 plan notation.
Form 4 Overview: On 06/26/2025, Portfolio Manager Jeremy Anagnos reported an open-market purchase (Code “P”) of the NYLI CBRE Global Infrastructure Megatrends Term Fund (Ticker: MEGI).
The filing shows acquisition of 235 common shares at $14.0035 each, bringing Anagnos’s direct holdings to 27,500 shares. No derivative transactions were reported. Given the fund’s typical daily trading volume and share count, the size of this purchase is modest and unlikely to affect overall ownership structure but does indicate incremental insider confidence.
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