MEGI on NYSE

NYLI CBRE Global Infrastructure Megatrends Term Fund

Fund registered in the United States, based in New York, active since 2021. Summary from the record

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Last updated Oct 19, 2026.

Overview

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TickerMEGI on NYSE²
HeadquartersNew York, United States²
Incorporated inDE³
Business address51 Madison Avenue, New York, Ny 10010³
Legal formStatutory Trust²
Kind of organizationFund²
LEI549300TWA0SUTWA4FE65²
StatusActive²
LEI statusIssued and current²
Registered addressC/O THE CORPORATION TRUST COMPANY, 19801 Wilmington, United States²
Registered withSecurities and Exchange Commission, 0001855066²

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Leadership

Who has led NYLI CBRE Global Infrastructure Megatrends Term Fund, and when. Pick a name to see everywhere that person has worked.

President

Kirk C. Lehneis2021–2022

2025

PresidentKirk C. Lehneis Oct 28, 2021 to Apr 28, 2022⁴

Board members and other officers (12)

Chief Compliance OfficerKevin M. Gleason Jul 11, 2022 to Jul 11, 2022⁵
Treasurer and Principal FAOJack Benintende Oct 28, 2021 to Oct 28, 2021⁶
Vice President and CCOKevin M. Bopp Oct 28, 2021 to Oct 28, 2021⁷
Vice President-AdministrationScott T. Harrington Oct 28, 2021 to Oct 28, 2021⁸
Board memberAlan R. Latshaw Oct 28, 2021 to Oct 28, 2021⁹
Board memberDavid H. Chow Oct 28, 2021 to Oct 28, 2021¹⁰
Board memberJacques Perold Oct 28, 2021 to Jan 12, 2024¹¹
Board memberRichard H. Nolan Jr. Oct 28, 2021 to Oct 29, 2021¹²
Board memberRichard S. Trutanic Oct 28, 2021 to now¹³
Board memberSusan B. Kerley Oct 28, 2021 to Oct 28, 2021¹⁴
Board memberYie-Hsin Hung Oct 28, 2021 to Oct 28, 2021¹⁵
General counselJuwen Kevin Gao Oct 28, 2021 to Oct 28, 2021¹⁶

Former names

MainStay CBRE Global Infrastructure Megatrends Term FundJul 21, 2023 to Aug 19, 2024³
MainStay CBRE Global Infrastructure Megatrends FundApr 16, 2021 to May 26, 2023³

Timeline

Mar 30, 2021Founded NYLI CBRE Global Infrastructure Megatrends Term Fund is founded²

Filings

252 filings to the SEC since October 2021: 1 major events, 145 insider forms, 15 large holders, 91 other. The latest 20:

Aug 19, 2026N-PX EDGAR
Aug 18, 2026SCHEDULE 13D/A EDGAR
Aug 13, 2026SCHEDULE 13G/A EDGAR
Aug 12, 2026SCHEDULE 13G/A EDGAR
Aug 11, 2026N-CEN EDGAR
Aug 3, 2026N-CSR NYLI CBRE GLOBAL INFRASTRUCTURE MEGATRENDS TERM FUND EDGAR
Jul 24, 2026NPORT-P EDGAR
Jul 24, 2026DEF 14A NYLI CBRE GLOBAL INFRASTRUCTURE MEGATRENDS TERM FUND EDGAR
Jul 16, 20265 PRIMARY DOCUMENT EDGAR
Jun 29, 2026SCHEDULE 13D/A EDGAR
May 7, 2026SCHEDULE 13D/A EDGAR
Apr 24, 2026NPORT-P EDGAR
Apr 17, 20264/A PRIMARY DOCUMENT EDGAR
Feb 12, 2026SCHEDULE 13G EDGAR
Feb 11, 2026SCHEDULE 13D/A EDGAR
Feb 2, 2026N-CSRS NYLI CBRE GLOBAL INFRASTRUCTURE MEGATRENDS TERM FUND EDGAR
Jan 26, 2026NPORT-P EDGAR
Jan 21, 2026SCHEDULE 13D/A EDGAR
Jan 20, 20264 PRIMARY DOCUMENT EDGAR
Jan 15, 20264 PRIMARY DOCUMENT EDGAR

The 252 filings since October 2021 can be filtered by form type and year here when JavaScript is on.

Every filing from the last five years, summarized. The full record is on SEC EDGAR.

Insider trades

134 open-market trades by officers, directors and large owners since October 2021: 96 buys and 38 sales. Grants, option exercises and gifts are left out.

Date	Who	Trade	Shares	Price	Value	Filing
Apr 15, 2026	Howard Hinds	Buy	5,500	$15.15	$83.3K	Form 4
Jan 15, 2026	Saba Capital Management, L.P.10% owner	Sale	40,916	$13.88	$567.9K	Form 4
Jan 14, 2026	Saba Capital Management, L.P.10% owner	Sale	28,298	$13.80	$390.5K	Form 4
Jan 13, 2026	Saba Capital Management, L.P.10% owner	Sale	82,608	$13.74	$1.1M	Form 4
Jan 12, 2026	Saba Capital Management, L.P.10% owner	Sale	30,586	$13.72	$419.6K	Form 4
Jan 9, 2026	Saba Capital Management, L.P.10% owner	Sale	9,145	$13.72	$125.5K	Form 4
Jan 8, 2026	Saba Capital Management, L.P.10% owner	Sale	69,325	$13.59	$942.1K	Form 4
Jan 7, 2026	Saba Capital Management, L.P.10% owner	Sale	47,547	$13.70	$651.4K	Form 4
Jan 6, 2026	Saba Capital Management, L.P.10% owner	Sale	47,920	$13.74	$658.4K	Form 4
Jan 2, 2026	Saba Capital Management, L.P.10% owner	Sale	35,070	$13.86	$486.1K	Form 4
Dec 31, 2025	Saba Capital Management, L.P.10% owner	Sale	12,500	$13.83	$172.9K	Form 4
Dec 26, 2025	Saba Capital Management, L.P.10% owner	Sale	75,521	$13.77	$1.0M	Form 4
Dec 24, 2025	Saba Capital Management, L.P.10% owner	Sale	19,336	$13.76	$266.1K	Form 4
Dec 9, 2025	Saba Capital Management, L.P.10% owner	Sale	11,571	$13.76	$159.2K	Form 4
Dec 8, 2025	Saba Capital Management, L.P.10% owner	Sale	800	$13.80	$11.0K	Form 4
Dec 5, 2025	Saba Capital Management, L.P.10% owner	Sale	14,969	$13.93	$208.5K	Form 4
Dec 4, 2025	Saba Capital Management, L.P.10% owner	Sale	10,999	$13.95	$153.4K	Form 4
Dec 3, 2025	Saba Capital Management, L.P.10% owner	Sale	10,294	$13.95	$143.6K	Form 4
Dec 2, 2025	Saba Capital Management, L.P.10% owner	Sale	12,441	$14.06	$174.9K	Form 4
Dec 1, 2025	Saba Capital Management, L.P.10% owner	Sale	19,919	$14.35	$285.8K	Form 4

All 134 trades can be filtered by person here when JavaScript is on.

From Forms 4 filed with the SEC.

Major holders

Investors who own more than 5% of the shares must tell the SEC: a 13D if they may seek to influence the company, a 13G if they hold passively.

Saba Capital Management, L.P.SCHEDULE 13D/A, 11 filings Jan 20, 2023 to Aug 18, 2026¹⁷
Morgan StanleySCHEDULE 13G/A, 4 filings May 6, 2025 to Aug 13, 2026¹⁸

Held by these funds

The largest holders among investment managers' 13F reports for the quarter ending Jun 30, 2026, the top 25 of 76. Change is in shares since the quarter before.

Fund	Shares	Value	Share of the fund	Change
Morgan Stanley	6,606,363	$100.4M	0.0%	+321,762
Saba Capital Management, L.P.	3,409,677	$51.8M	1.6%	−685,779
Raymond James Financial Inc	2,601,351	$39.5M	0.0%	+71,803
Atlas Wealth LLC	1,143,284	$17.4M	2.5%	New
Royal Bank Of Canada	859,536	$13.1M	0.0%	−9,488
Bank Of America Corp /de/	800,693	$12.2M	0.0%	+41,545
Wells Fargo & Company/mn	735,049	$11.2M	0.0%	+62,539
Karpus Management, Inc.	656,967	$10.0M	0.3%	+147,858
Almitas Capital LLC	557,462	$8.5M	2.0%	+241,329
Rockefeller Capital Management L.P.	386,096	$5.9M	0.0%	+41,256
Allspring Global Investments Holdings, LLC	361,917	$5.5M	0.0%	+109,871
Steward Partners Investment Advisory, LLC	306,109	$4.7M	0.0%	+18,580
City Of London Investment Management Co Ltd	300,021	$4.6M	0.3%	+186,235
Fifth Third Bancorp	274,633	$4.2M	0.0%	+30
Advisors Asset Management, Inc.	240,645	$3.7M	0.1%	+12,618
Blue Bell Private Wealth Management, LLC	208,839	$3.2M	0.4%	+13,637
Oppenheimer & Co Inc	201,622	$3.1M	0.0%	+8,869
Sovran Advisors, LLC	166,190	$2.5M	0.2%	+23,385
Thomas J. Herzfeld Advisors, Inc.	129,641	$2.0M	0.6%	−1,082
Fca Corp /tx	114,087	$1.7M	0.4%	+14,750
Closed-End Fund Advisors, Inc.	110,327	$1.7M	1.6%	−3,563
Evolve Private Wealth, LLC	84,455	$1.3M	0.1%	−5,956
Chapin Davis, Inc.	74,378	$1.1M	0.2%	+3,854
Independent Financial Group, LLC	68,200	$1.0M	0.0%	+605
UBS Group AG	68,198	$1.0M	0.0%	+33,567

13F reports cover disclosed long positions in U.S. stocks only.

Sources

The numbers on this page point here. Each one links to the record it came from.

1
SEC EDGARNYLI CBRE Global Infrastructure Megatrends Term Fund filings on SEC EDGAR
2
GLEIFNYLI CBRE Global Infrastructure Megatrends Term Fund LEI record (549300TWA0SUTWA4FE65)
3
SEC EDGARNYLI CBRE Global Infrastructure Megatrends Term Fund filings on SEC EDGAR
4
SEC EDGARKirk C. Lehneis, President
5
SEC EDGARKevin M. Gleason, Chief Compliance Officer
6
SEC EDGARJack Benintende, Treasurer and Principal FAO
7
SEC EDGARKevin M. Bopp, Vice President and CCO
8
SEC EDGARScott T. Harrington, Vice President-Administration
9
SEC EDGARAlan R. Latshaw, Board member
10
SEC EDGARDavid H. Chow, Board member
11
SEC EDGARJacques Perold, Board member
12
SEC EDGARRichard H. Nolan Jr., Board member
13
SEC EDGARRichard S. Trutanic, Board member
14
SEC EDGARSusan B. Kerley, Board member
15
SEC EDGARYie-Hsin Hung, Board member
16
SEC EDGARJuwen Kevin Gao, General counsel
17
SEC EDGARSaba Capital Management, L.P. SCHEDULE 13D/A on NYLI CBRE Global Infrastructure Megatrends Term Fund
18
SEC EDGARMorgan Stanley SCHEDULE 13G/A on NYLI CBRE Global Infrastructure Megatrends Term Fund