NYLI CBRE fund advisor reports no MEGI share holdings

NYLI CBRE Global Infrastructure Megatrends Term Fund (MEGI) advisory board member Jivraj Adeel filed an initial statement of beneficial ownership.

Accepted by SEC EDGAR 01/08/2026 - 11:19 AM EST Learn about SEC filing dates

Rhea-AI Filing Summary

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.

Insider Trade Summary

Holdings reported, no transactions

Holdings

Insider Jivraj Adeel

Role Insider

Type	Security	Shares	Price	Value
Holding	Shares of beneficial interest	--	--	--

Holdings: Shares of beneficial interest — 0 shares (Direct)

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

Who filed the latest ownership report for MEGI?

The Form 3 was filed by Jivraj Adeel, who is identified as an Advisory Board Member of NYLI CBRE Global Infrastructure Megatrends Term Fund (MEGI).

What is Jivraj Adeel’s relationship to NYLI CBRE Global Infrastructure Megatrends Term Fund (MEGI)?

Jivraj Adeel is listed in the filing as an Advisory Board Member of NYLI CBRE Global Infrastructure Megatrends Term Fund (MEGI).

How many MEGI shares does Jivraj Adeel report owning?

The Form 3 reports that Jivraj Adeel beneficially owns 0 shares of beneficial interest in NYLI CBRE Global Infrastructure Megatrends Term Fund.

Does Jivraj Adeel hold MEGI shares directly or indirectly?

The filing lists ownership of 0 shares with an ownership form of Direct (D), and no indirect ownership is disclosed.

Are there any derivative securities reported for MEGI by Jivraj Adeel?

No. The section for Derivative Securities Beneficially Owned is present but contains no entries, indicating no reportable derivative positions.

Does this MEGI Form 3 reflect any stock purchase or sale?

No. This Form 3 is an initial ownership report and shows 0 shares beneficially owned, with no reported transactions in MEGI shares.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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SEC Form 3

FORM 3

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

INITIAL STATEMENT OF BENEFICIAL OWNERSHIP OF SECURITIES

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

OMB APPROVAL

OMB Number:			3235-0104
Estimated average burden
hours per response:			0.5

1. Name and Address of Reporting Person^*

Jivraj Adeel

(Last) (First) (Middle)

51 MADISON AVENUE

(Street)

NEW YORK NY 10010

(City) (State) (Zip)

2. Date of Event Requiring Statement (Month/Day/Year)
01/01/2026

3. Issuer Name and Ticker or Trading Symbol
NYLI CBRE Global Infrastructure Megatrends Term Fund [ MEGI ]

4. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

	Director		10% Owner
	Officer (give title below)	X	Other (specify below)
			Advisory Board Member

5. If Amendment, Date of Original Filed (Month/Day/Year)

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

Table I - Non-Derivative Securities Beneficially Owned
1. Title of Security (Instr. 4)	2. Amount of Securities Beneficially Owned (Instr. 4)	3. Ownership Form: Direct (D) or Indirect (I) (Instr. 5)	4. Nature of Indirect Beneficial Ownership (Instr. 5)
Shares of beneficial interest	0	D

Table II - Derivative Securities Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 4)	2. Date Exercisable and Expiration Date (Month/Day/Year)		3. Title and Amount of Securities Underlying Derivative Security (Instr. 4)		4. Conversion or Exercise Price of Derivative Security	5. Ownership Form: Direct (D) or Indirect (I) (Instr. 5)	6. Nature of Indirect Beneficial Ownership (Instr. 5)
	Date Exercisable	Expiration Date	Title	Amount or Number of Shares

Explanation of Responses:

	/s/ Brian J. McGrady, Attorney-in-Fact	01/08/2026
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 5 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.