Morgan Stanley reports 6.2% stake in MEGI fund

Rhea-AI Filing Summary

Morgan Stanley and Morgan Stanley Smith Barney LLC report their equity positions in NYLI CBRE Global Infrastructure Megatrends Term Fund through an amended Schedule 13G. Morgan Stanley reports beneficial ownership of 3,237,800 common shares, representing 6.2% of the fund’s common shares, with shared voting power over 24,042 shares and shared dispositive power over 3,237,800 shares.

Morgan Stanley Smith Barney LLC reports beneficial ownership of 3,213,760 common shares, also described as 6.2% of the class, with shared voting power over 1 share and shared dispositive power over 3,213,760 shares. Both entities are organized in Delaware and are classified as a holding company, and as a broker-dealer and investment adviser, respectively.

Key Figures

Morgan Stanley beneficial ownership: 3,237,800 shares Morgan Stanley ownership percentage: 6.2% MS shared voting power: 24,042 shares +5 more

8 metrics

Morgan Stanley beneficial ownership 3,237,800 shares Common shares of NYLI CBRE Global Infrastructure Megatrends Term Fund reported as beneficially owned

Morgan Stanley ownership percentage 6.2% Percent of MEGI common share class beneficially owned by Morgan Stanley

MS shared voting power 24,042 shares Shares of MEGI over which Morgan Stanley has shared voting power

MS shared dispositive power 3,237,800 shares Shares of MEGI over which Morgan Stanley has shared dispositive power

MSSB LLC beneficial ownership 3,213,760 shares Common shares of MEGI reported as beneficially owned by Morgan Stanley Smith Barney LLC

MSSB LLC ownership percentage 6.2% Percent of MEGI common share class beneficially owned by Morgan Stanley Smith Barney LLC

MSSB LLC shared voting power 1 share MEGI share over which Morgan Stanley Smith Barney LLC has shared voting power

MSSB LLC shared dispositive power 3,213,760 shares Shares of MEGI over which Morgan Stanley Smith Barney LLC has shared dispositive power

Key Terms

beneficially owned, shared voting power, shared dispositive power, parent holding company, +1 more

5 terms

beneficially owned financial

"Amount beneficially owned: See the response(s) to Item 9 on the attached cover"

Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.

shared voting power financial

"6 | Shared Voting Power 24,042.00 7 | Sole Dispositive Power"

Shared voting power occurs when two or more parties jointly have the right to vote or decide how a block of company shares is cast, like co-owners who must agree before moving a piece of furniture. Investors care because who controls voting rights affects board elections, major corporate decisions and takeover outcomes, and shared control can alter regulatory disclosures and the practical influence any holder has over a company’s direction and value.

shared dispositive power financial

"8 | Shared Dispositive Power 3,237,800.00 9 3,237,800.00"

parent holding company financial

"Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company"

Joint Filing Agreement regulatory

"Exhibit Information EXHIBIT NO. EXHIBITS 99.1 Joint Filing Agreement"

FAQ

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

What ownership stake in MEGI does Morgan Stanley report?

Morgan Stanley reports beneficial ownership of 3,237,800 MEGI common shares, representing 6.2% of the outstanding common shares. It has shared voting power over 24,042 shares and shared dispositive power over 3,237,800 shares.

How many MEGI shares does Morgan Stanley Smith Barney LLC beneficially own?

Morgan Stanley Smith Barney LLC reports beneficial ownership of 3,213,760 MEGI common shares, described as 6.2% of the class. It has shared voting power over 1 share and shared dispositive power over 3,213,760 shares.

What percentage of MEGI does Morgan Stanley collectively indicate holding?

The filing indicates Morgan Stanley-related entities beneficially own up to 6.2% of MEGI’s common shares. Morgan Stanley lists 3,237,800 shares and Morgan Stanley Smith Barney LLC lists 3,213,760 shares with shared dispositive power.

What type of securities in MEGI are covered in this Schedule 13G/A?

The Schedule 13G/A covers Common Shares of NYLI CBRE Global Infrastructure Megatrends Term Fund (MEGI). The CUSIP for these securities is 56064Q107, and the reported ownership percentages relate to this class.

How are Morgan Stanley and its subsidiary classified in the MEGI Schedule 13G/A?

Morgan Stanley is classified as HC (holding company). Morgan Stanley Smith Barney LLC is classified as BD, IA, indicating broker-dealer and investment adviser status in relation to their beneficial ownership of MEGI shares.

Does the MEGI Schedule 13G/A describe how Morgan Stanley aggregates its holdings?

Yes. It states the filing reflects securities beneficially owned, or deemed beneficially owned, by certain MS Reporting Units, and excludes operating units whose ownership is disaggregated under SEC Release No. 34-39538.

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

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Available on EDGAR 08/13/2026 - 05:24 PM Accepted by SEC EDGAR 08/13/2026 - 05:23 PM Learn about SEC filing dates

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

(Amendment No. 1)

NYLI CBRE Global Infrastructure Megatrends Term Fund

(Name of Issuer)

Common Shares

(Title of Class of Securities)

56064Q107

(CUSIP Number)

06/30/2026

(Date of Event Which Requires Filing of this Statement)

Check the appropriate box to designate the rule pursuant to which this Schedule is filed:

Rule 13d-1(b)

Rule 13d-1(c)

Rule 13d-1(d)

schemaVersion:

SCHEDULE 13G

CUSIP Number(s): 56064Q107

1

Names of Reporting Persons

Morgan Stanley

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

DELAWARE

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 24,042.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 3,237,800.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

3,237,800.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

6.2 %

12

Type of Reporting Person (See Instructions)

HC, CO

SCHEDULE 13G

CUSIP Number(s): 56064Q107

1

Names of Reporting Persons

Morgan Stanley Smith Barney LLC

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

DELAWARE

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 1.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 3,213,760.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

3,213,760.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

6.2 %

12

Type of Reporting Person (See Instructions)

BD, IA, CO

SCHEDULE 13G

Item 1.
(a)	Name of issuer: NYLI CBRE Global Infrastructure Megatrends Term Fund
(b)	Address of issuer's principal executive offices: 51 MADISON AVENUE, NEW YORK, NY, 10010
Item 2.
(a)	Name of person filing: 1: Morgan Stanley 2: Morgan Stanley Smith Barney LLC
(b)	Address or principal business office or, if none, residence: 1: 1585 Broadway, New York, NY 10036 ;2: 1585 Broadway, New York, NY 10036
(c)	Citizenship: 1: Delaware 2: Delaware
(d)	Title of class of securities: Common Shares
(e)	CUSIP No.: 56064Q107
Item 3.	If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)	Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)	Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)	Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)	Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)	An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)	An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)	A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)	A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)	A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)	A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), please specify the type of institution:
(k)	Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.	Ownership
(a)	Amount beneficially owned: See the response(s) to Item 9 on the attached cover page(s).
(b)	Percent of class: 6.2 %
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: See the response(s) to Item 5 on the attached cover page(s).
	(ii) Shared power to vote or to direct the vote: See the response(s) to Item 6 on the attached cover page(s).
	(iii) Sole power to dispose or to direct the disposition of: See the response(s) to Item 7 on the attached cover page(s).
	(iv) Shared power to dispose or to direct the disposition of: See the response(s) to Item 8 on the attached cover page(s).
Item 5.	Ownership of 5 Percent or Less of a Class.
	Not Applicable
Item 6.	Ownership of more than 5 Percent on Behalf of Another Person.
	Not Applicable
Item 7.	Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
	If a parent holding company has filed this schedule, pursuant to Rule 13d-1(b)(ii)(G), so indicate under Item 3(g) and attach an exhibit stating the identity and the Item 3 classification of the relevant subsidiary. If a parent holding company has filed this schedule pursuant to Rule 13d-1(c) or Rule 13d-1(d), attach an exhibit stating the identification of the relevant subsidiary. See Exhibit 99.2
Item 8.	Identification and Classification of Members of the Group.
	Not Applicable
Item 9.	Notice of Dissolution of Group.
	Not Applicable

Item 10.

Certifications:

By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under § 240.14a-11. * In Accordance with the Securities and Exchange Commission Release No. 34-39538 (January 12, 1998) (the "Release"), this filing reflects the securities beneficially owned, or that may be deemed to be beneficially owned, by certain operating units (collectively, the "MS Reporting Units") of Morgan Stanley and its subsidiaries and affiliates (collectively, "MS"). This filing does not reflect securities, if any, beneficially owned by any operating units of MS whose ownership of securities is disaggregated from that of the MS Reporting Units in accordance with the Release.

SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

Morgan Stanley

Signature:	Claire Gordon
Name/Title:	Authorized Signatory, Morgan Stanley
Date:	08/13/2026

Morgan Stanley Smith Barney LLC

Signature:	David Galasso
Name/Title:	Authorized Signatory, Morgan Stanley Smith Barney LLC
Date:	08/13/2026

Exhibit Information

EXHIBIT NO. EXHIBITS ------------------ ------------------------------------ 99.1 Joint Filing Agreement 99.2 Item 7 Information * Attention. Intentional misstatements or omissions of fact constitute federal criminal violations (see 18 U.S.C. 1001).