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.
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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.
NYLI CBRE Global Infrastructure Megatrends Term Fund (MEGI) advisory board member Jivraj Adeel filed an initial statement of beneficial ownership. The Form 3 shows that Adeel directly beneficially owns 0 shares of beneficial interest of the fund. The filing also indicates no derivative securities are beneficially owned.
NYLI CBRE Global Infrastructure Megatrends Term Fund insider Stephanie Lynch, an advisory board member, filed an initial statement of beneficial ownership. The filing reports that she directly owns 0 shares of beneficial interest in the fund and lists no derivative securities, such as options or warrants. This establishes her current reported equity position in the fund as having no beneficial ownership at the time of the filing.
Saba Capital Management, L.P., a 10% owner of NYLI CBRE Global Infrastructure Megatrends Term Fund (MEGI), reported selling common shares in two transactions. On January 6, 2026, it sold 47,920 shares at $13.74 per share, and on January 7, 2026, it sold 47,547 shares at $13.70 per share, for a total of 95,467 shares over the two days. Following these sales, Saba Capital beneficially owned 5,510,768 shares and then 5,463,221 shares of MEGI common stock, reported as held indirectly.
Saba Capital Management, L.P., a 10% owner of NYLI CBRE Global Infrastructure Megatrends Term Fund (MEGI), reported a sale of fund shares. On 01/02/2026, the reporting person sold 35,070 shares of common stock at a price of $13.86 per share in a single transaction classified with transaction code "S," which indicates a sale. After this transaction, the reporting person reported beneficial ownership of 5,558,688 shares held indirectly.
NYLI CBRE Global Infrastructure Megatrends Term Fund reported an insider transaction by a major holder. A filing for one reporting person shows that on 12/31/2025, a transaction in the fund’s common stock was recorded with transaction code S, indicating a sale.
The reporting person disposed of 12,500 shares at a price of $ 13.83 per share. After this trade, the reporting person beneficially owned 5,593,758 shares, reported as indirect ownership. The relationship box identifies the filer as a 10% owner of the fund.
NYLI CBRE Global Infrastructure Megatrends Term Fund insider Saba Capital Management, L.P., reported sales of common stock. The reporting person is identified as a 10% owner.
On 12/24/2025, the reporting person sold 19,336 shares of common stock at a price of $13.76 per share, leaving 5,681,779 shares beneficially owned indirectly after this trade. On 12/26/2025, it sold an additional 75,521 shares at $13.77 per share, with indirect beneficial ownership reported as 5,606,258 shares following that transaction.
Both transactions are reported as indirect ownership changes and are coded as sales, giving investors a view into recent trading activity by a large holder.
Saba Capital Management, L.P., a director of NYLI CBRE Global Infrastructure Megatrends Term Fund (MEGI), reported an open-market sale of common stock. On 12/09/2025, the firm sold 11,571 MEGI common shares at a price of $13.76 per share, coded as a sale transaction. After this trade, Saba Capital Management, L.P. reported 5,701,115 MEGI shares beneficially owned on an indirect basis.
NYLI CBRE Global Infrastructure Megatrends Term Fund (MEGI)800 shares of MEGI common stock at a price of $13.8 per share, coded as an "S" transaction, which indicates a sale. After this trade, the reporting person still beneficially owned 5,712,686 shares, held indirectly. The filing covers only non-derivative common stock, with no derivative securities reported.
Saba Capital Management and related reporting persons filed Amendment No. 4 to their Schedule 13D on NYLI CBRE Global Infrastructure Megatrends Term Fund, disclosing a significant ownership position in the fund’s common shares. The group reports beneficial ownership of 5,713,486 common shares, representing 10.98% of the outstanding class, based on 52,047,534 shares outstanding as of May 31, 2025.
The filing states that approximately $75,225,847 was paid to acquire these shares, using investor subscription proceeds, capital appreciation and ordinary-course margin borrowings. Voting and dispositive power over the shares are reported as shared among Saba Capital, its general partner entity, and Boaz R. Weinstein, reflecting a coordinated position in this closed-end fund.
NYLI CBRE Global Infrastructure Megatrends Term Fund (MEGI) reported insider activity by a 10% owner on Form 4. Saba Capital Management, L.P. disclosed open-market sales of MEGI common stock on two consecutive days. On 12/04/2025, the reporting person sold 10,999 shares at $13.95 per share. On 12/05/2025, they sold an additional 14,969 shares at $13.93 per share. After these transactions, the reporting person indirectly beneficially owned 5,728,455 MEGI shares following the first sale and 5,713,486 shares following the second sale, reflecting continued substantial exposure to the fund.
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