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.
The NYLI CBRE Global Infrastructure Megatrends Term Fund (NYSE: MEGI) is a non-diversified, closed-end management investment company that seeks a high level of total return with an emphasis on current income. It invests primarily in income-producing equity securities issued by infrastructure companies and focuses on megatrends such as decarbonization, digital transformation and asset modernization. As a registered investment company, MEGI provides regulatory disclosures through SEC filings, which complement the detailed distribution and performance information found in its public notices.
On this SEC filings page, investors can review MEGI’s regulatory documents alongside AI-powered tools that help interpret complex language. Filings such as annual and semi-annual reports, as well as other required reports, typically discuss the fund’s portfolio of income-producing infrastructure-related equity securities, risk factors, and financial statements. They also provide context for the fund’s distribution practices, including how net investment income, realized capital gains and return of capital or other capital sources contribute to shareholder distributions over time.
MEGI’s public communications emphasize that amounts and sources of distributions in Section 19(a) notices are estimates and not intended for tax reporting, and that definitive tax information is provided in Form 1099-DIV. By combining real-time updates from EDGAR with AI-generated summaries, this page is designed to make MEGI’s filings more accessible, highlighting key sections related to distribution policies, performance in relation to NAV, and the risks inherent in investing in a closed-end fund that targets income-producing infrastructure securities.
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.
NYLI CBRE Global Infrastructure Megatrends Term Fund insider Saba Capital Management, L.P. reported share sales in Form 4. On 12/02/2025, it sold 12,441 shares of common stock at $14.06 per share. On 12/03/2025, it sold another 10,294 shares at $13.95 per share. After these transactions, the reporting person indirectly beneficially owned 5,739,454 shares of the fund’s common stock.
NYLI CBRE Global Infrastructure Megatrends Term Fund (MEGI) director-affiliated entity Saba Capital Management, L.P. reported an open-market sale of common stock. On 11/26/2025, the reporting person sold 15,971 shares of MEGI at a price of $14.13 per share. After this transaction, the reporting person beneficially owned 5,811,767 MEGI shares in an indirect capacity.
Saba Capital Management, L.P., a major shareholder of NYLI CBRE Global Infrastructure Megatrends Term Fund (MEGI), reported a sale of common stock. On 11/20/2025, the reporting person sold 12,836 MEGI shares in an open market transaction coded as "S" at a price of