$MEGI

$14.19 -$0.03 (0.21%) Close

$MEGI Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 52.1M shares outstanding

Who owns MEGI?

By type of holder

Institutions 42.7% Insiders 22.0% Everyone else 35.3%

Concentration Top 10 holders own 38.4%

Morgan Stanley 12.7% · Saba Capital Management, L.P. 6.6%

Institutional ownership

42.7%

+1.3 pts vs last qtr

Institutional holders

-4 vs last qtr

Net shares bought

+660.9K

by institutions in Q2 2026

New / sold out

11 / 15

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Atlas Wealth LLC NEW +1.1M
Morgan Stanley +321.8K

Biggest sellers in Q2 2026

Saba Capital Management, L.P. −685.8K
Absolute Investment Advisers, LLC SOLD OUT −411.5K

Who is planning to sell?

No insider has filed a notice of proposed sale (Form 144) for NYLIM CBRE Global Infrastructure Megatrends Term Fund in the last 12 months.

Is your stake being diluted?

There are not yet two fiscal years of reported share counts for NYLIM CBRE Global Infrastructure Megatrends Term Fund.

How patient are the owners?

Institutional shares by how long they've been held

5+ years0% 3–5 years70% 1–3 years16% Under 1 year15%

Quarterly turnover

11.5%

of institutional shares changed hands

Top 10 managers, median time held

4.3 years

Super Investors

Investment managers reporting MEGI on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
MS Morgan Stanley	6.6M	12.69%	+321.8K (+5.1%)	2021	0.0%
Shares held by quarter Peak holding6.6M (Q2'26) Change over 8 quarters+3.2M Share of the company12.690% Morgan Stanley's full portfolio →
SC Saba Capital Management, L.P. 13D · 4.9%	3.4M	6.55%	−685.8K (−16.7%)	2022	1.3%
Shares held by quarter Peak holding6.3M (Q2'25) Change over 8 quarters−2.3M Share of the company6.550% Disclosed stake13D · 4.9% Saba Capital Management, L.P.'s full portfolio →

Morgan Stanley

6.6M

% of company

12.69%

Change vs last qtr

+321.8K (+5.1%)

Held since

2021

Saba Capital Management, L.P.

13D · 4.9%

3.4M

% of company

6.55%

Change vs last qtr

−685.8K (−16.7%)

Held since

2022

28 more super investors behind a free account

See every manager holding NYLIM CBRE Global Infrastructure Megatrends Term Fund, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting MEGI on Form N-PORT; together they hold 2.8% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
AC Amplify CEF High Income ETF Amplify ETF Trust	$8.88M	584.1K	1.12%	1.23%	June 30, 2026
SC Saba Closed-End Funds ETF Exchange Listed Funds Trust	$6.36M	417.2K	0.80%	1.51%	May 31, 2026

Amplify CEF High Income ETF

Amplify ETF Trust

Position value

$8.88M

% of company

1.12%

% of the fund

1.23%

As of

June 30, 2026

Saba Closed-End Funds ETF

Exchange Listed Funds Trust

Position value

$6.36M

% of company

0.80%

% of the fund

1.51%

As of

May 31, 2026

8 more funds behind a free account

See every fund holding NYLIM CBRE Global Infrastructure Megatrends Term Fund and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
BR Boaz R. Weinstein 5%+ holder 13D · 4.9%	2.6M	4.92%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company4.920% Disclosed stake13D · 4.9% View the 13D/G filing →

Boaz R. Weinstein

5%+ holder13D · 4.9%

2.6M

% of company

4.92%

Change vs last qtr

—

Held since

—

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