# NYLIM CBRE Global Infrastructure Megatrends Term Fund: overview

MEGI · NYSE · CIK 1855066 · [Other](/sectors/other.md) · fiscal year ends May 31

Pages: [Overview](/companies/megi.md) · [Financials](/companies/megi/financials.md) · [Filings](/companies/megi/filings.md) · [Insiders](/companies/megi/insiders.md)

Financial statements for this company are not loaded yet.

## Insider purchases and sales

The last 20 open-market transactions on Form 4 (codes P and S). Reported price is as stated on the form, not a market price. [All insider transactions](/companies/megi/insiders.md)

None in coverage.

## Funds that report holding it

From each manager’s latest Form 13F, largest reported value first. Reported value is as filed: filing data, not a price. [All funds](/funds.md)

| Fund | Quarter ended | Reported value | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | --- | --- |
| [MORGAN STANLEY](/funds/895421.md) | 2026-06-30 | $100.4m | 6,606,363 |  | Added +321,762 |
| [Saba Capital Management, L.P.](/funds/1510281.md) | 2026-06-30 | $51.8m | 3,409,677 |  | Reduced −685,779 |
| [RAYMOND JAMES FINANCIAL INC](/funds/720005.md) | 2026-06-30 | $39.5m | 2,601,351 |  | Added +71,803 |
| [Atlas Wealth LLC](/funds/1964106.md) | 2026-06-30 | $17.4m | 1,143,284 |  | New +1,143,284 |
| [ROYAL BANK OF CANADA](/funds/1000275.md) | 2026-06-30 | $13.1m | 859,536 |  | Reduced −9,488 |
| [BANK OF AMERICA CORP /DE/](/funds/70858.md) | 2026-06-30 | $12.2m | 800,693 |  | Added +41,545 |
| [WELLS FARGO & COMPANY/MN](/funds/72971.md) | 2026-06-30 | $11.2m | 735,049 |  | Added +62,539 |
| [Karpus Management, Inc.](/funds/1048703.md) | 2026-06-30 | $10.0m | 656,967 |  | Added +147,858 |
| [Almitas Capital LLC](/funds/1596468.md) | 2026-06-30 | $8.5m | 557,462 |  | Added +241,329 |
| [Rockefeller Capital Management L.P.](/funds/1739439.md) | 2026-06-30 | $5.9m | 386,096 |  | Added +41,256 |

## Recent filings

[All 265 filings](/companies/megi/filings.md)

| Filed | Accepted | Form | What it is | Accession |
| --- | --- | --- | --- | --- |
| 2026-10-20 | 09:08 ET | [SCHEDULE 13D/A](/filings/0001062993-26-005417.md) | Ownership report, active investor, amended | 0001062993-26-005417 |
| 2026-08-18 | 17:22 ET | [SCHEDULE 13D/A](/filings/0001062993-26-004497.md) | Ownership report, active investor, amended | 0001062993-26-004497 |
| 2026-07-24 | 08:14 ET | [DEF 14A](/filings/0001193125-26-315183.md) | Proxy statement, period 2026-10-01 | 0001193125-26-315183 |
| 2026-06-29 | 17:58 ET | [SCHEDULE 13D/A](/filings/0001062993-26-003411.md) | Ownership report, active investor, amended | 0001062993-26-003411 |
| 2026-05-07 | 18:20 ET | [SCHEDULE 13D/A](/filings/0001062993-26-002414.md) | Ownership report, active investor, amended | 0001062993-26-002414 |
| 2026-02-11 | 18:50 ET | [SCHEDULE 13D/A](/filings/0001062993-26-000814.md) | Ownership report, active investor, amended | 0001062993-26-000814 |
| 2026-01-21 | 19:32 ET | [SCHEDULE 13D/A](/filings/0001062993-26-000365.md) | Ownership report, active investor, amended | 0001062993-26-000365 |
| 2025-12-08 | 11:11 ET | [SCHEDULE 13D/A](/filings/0001062993-25-017209.md) | Ownership report, active investor, amended | 0001062993-25-017209 |
| 2025-03-26 | 14:29 ET | [SCHEDULE 13D/A](/filings/0001062993-25-006320.md) | Ownership report, active investor, amended | 0001062993-25-006320 |
| 2025-03-07 | 15:58 ET | [SCHEDULE 13D/A](/filings/0001062993-25-004909.md) | Ownership report, active investor, amended | 0001062993-25-004909 |

## Latest annual report

No annual report is in coverage.

## Forecast league

Not in this season’s league. [This season’s league](/leagues.md)

## About the filer

- CIK: 1855066
- Tickers: MEGI
- Exchange: NYSE
- SIC code: not reported
- State of incorporation: DE
- Filer category: not reported

Source: SEC EDGAR, XBRL company facts, the filing index and Forms 4. Last ingested by Listed: Oct 26, 2026, 14:23 ET. No prices; not investment advice.