NYLI CBRE Global Infras Megatrends Term SEC Filings

MEGI NYSE

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.

06/27/2025 11:59 AM

Filing

[Form 4] NYLI CBRE Global Infrastructure Megatrends Term Fund Insider Trading Activity

Rhea-AI Summary

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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FAQ

What is the current stock price of NYLI CBRE Global Infras Megatrends Term (MEGI)?

The current stock price of NYLI CBRE Global Infras Megatrends Term (MEGI) is $14.12 as of June 28, 2025.

What is the market cap of NYLI CBRE Global Infras Megatrends Term (MEGI)?

The market cap of NYLI CBRE Global Infras Megatrends Term (MEGI) is approximately 743.2M.

What is the primary focus of MEGI?

MEGI targets income-producing equity securities, focusing on infrastructure companies involved in decarbonization, digital transformation, and asset modernization.

How does MEGI generate returns?

The Fund generates returns primarily through current income distributions derived from net investment income and realized capital gains from its portfolio investments.

What type of investment structure does MEGI have?

MEGI is a non-diversified, closed-end management investment company that concentrates on selected infrastructure equity securities.

How are monthly distributions determined?

Monthly distributions are set by the Fund's Board of Trustees and are based on the net investment income and realized gains, aiming to provide a stable income stream to investors.

What risks are associated with MEGI?

As with any investment, MEGI is subject to market risks and fluctuations in its net asset value. Its concentrated focus also means it might be exposed to risks specific to the infrastructure sector.

How does MEGI differentiate itself from other infrastructure funds?

MEGI differentiates itself through its strategic focus on key global megatrends and its specialized approach in managing income-producing investments, combined with expert analysis and rigorous research.

Who should consider investing in MEGI?

Investors seeking exposure to targeted infrastructure sectors and a consistent income stream through monthly distributions may find MEGI appealing, though they should consider the inherent market risks.

Does MEGI provide exposure to global markets?

Yes, the Fund invests in infrastructure companies with a global footprint, allowing investors to benefit from worldwide advancements in key megatrends.