Nuveen Var RT Pref &NPFD
13F holders, Q1 2025 (March 31)46holders +4
9new positions
5sold out
$18.77avg. 13F price*
At the end of Q1 2025, 46 institutions reported holding Nuveen Var RT Pref & Inc. (NPFD) in their 13F filings, up 4 from Q4 2024. 9 opened new positions and 5 sold out. The largest holders were Sit Investment Associates Inc. ($49.6M), Morgan Stanley ($33.2M) and Wells Fargo & Company ($16.6M).
- Company
- Nuveen Var RT Pref & Inc.
- CUSIP
- 67080R102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $1.5M |
| Exits | 5 | $5.8M |
All 13F filers, Q4 2024 → Q1 2025: 1,034,309 shares bought and 1,175,816 shares sold, net −141,507 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 46 holders
| Sit Investment Associates Inc. | 1.16% | Add +37.5% | 2,644,061 | $49.6M |
| Morgan Stanley | 0.00% | Reduce -1.9% | 1,771,213 | $33.2M |
| Wells Fargo & Company | 0.00% | Add +18.5% | 882,365 | $16.6M |
| Royal Bank of Canada | 0.00% | Add +10.4% | 546,927 | $10.3M |
| UBS Group AG | 0.00% | Reduce -8.1% | 539,477 | $10.1M |
| Thomas J. Herzfeld Advisors, Inc. | 2.62% | Reduce -35.9% | 410,089 | $7.7M |
| Invesco Ltd. | 0.00% | Add +2.7% | 346,087 | $6.5M |
| Penserra Capital Management LLC | 0.09% | Add +1.4% | 268,161 | $5.0M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -29.5% | 248,416 | $4.7M |
| Cohen & Steers, Inc. | 0.01% | No change | 205,000 | $3.8M |
| Stifel Financial Corp. | 0.00% | Add +1.7% | 185,905 | $3.5M |
| First Trust Advisors LP | 0.00% | Add +1.4% | 89,457 | $1.7M |
| Rareview Capital LLC | 0.87% | Reduce -61.3% | 73,162 | $1.4M |
| Choreo, LLC | 0.02% | Reduce -34.3% | 62,349 | $1.2M |
| Commonwealth Equity Services, LLC | 0.00% | Add +19.3% | 55,384 | $1.0M |
| Pathstone Holdings, LLC | 0.00% | Reduce -84.6% | 46,670 | $882K |
| Bramshill Investments, LLC | 0.08% | Add +0.1% | 39,508 | $742K |
| Goldman Sachs Group Inc. | 0.00% | New | 35,692 | $670K |
| Concorde Asset Management, LLC | 0.28% | Add +27.6% | 28,400 | $517K |
| Wedbush Securities Inc. | 0.02% | Add +6.3% | 26,900 | $505K |
| Seed Wealth Management, Inc. | 0.41% | Reduce -56.6% | 26,719 | $502K |
| Jones Road Capital Management, L.P. | 0.53% | Add +20.2% | 23,600 | $443K |
| Catalina Capital Group, LLC | 0.29% | No change | 23,548 | $442K |
| Cetera Investment Advisers | 0.00% | Add +3.4% | 20,519 | $385K |
| Uhlmann Price Securities, LLC | 0.26% | Reduce -2.7% | 18,917 | $355K |
| &partners | 0.00% | Reduce -15.0% | 16,717 | $315K |
| Lido Advisors, LLC | 0.00% | No change | 15,054 | $285K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 13,612 | $255K |
| Accredited Investor Services, LLC | 0.20% | New | 12,595 | $236K |
| Sage Capital Management, LLC | 0.13% | New | 12,500 | $235K |
| Walled Lake Planning & Wealth Management, LLC | 0.08% | No change | 11,767 | $221K |
| Carnegie Investment Counsel | 0.00% | No change | 12,000 | $207K |
| Osaic Holdings, Inc. | 0.00% | Add +15.3% | 10,705 | $201K |
| Blue Bell Private Wealth Management, LLC | 0.02% | Reduce -43.7% | 6,365 | $119K |
| Geneos Wealth Management Inc. | 0.00% | Add +710.4% | 5,357 | $101K |
| Comerica Bank | 0.00% | Add +2.5% | 2,511 | $47K |
| SVB Wealth LLC | 0.00% | New | 1,531 | $29K |
| Hazlett, Burt & Watson, Inc. | 0.01% | Add +1.8% | 1,335 | $25K |
| WPG Advisers, LLC | 0.02% | Add +27.5% | 1,206 | $23K |
| US Bancorp \de | 0.00% | New | 947 | $18K |
| Bank of America Corp. | 0.00% | Reduce -50.3% | 760 | $14K |
| FNY Investment Advisers, LLC | 0.01% | New | 700 | $13K |
| JPMorgan Chase & Co. | 0.00% | New | 320 | $6K |
| Coldstream Capital Management Inc. | 0.00% | New | 266 | $5K |
| Cwm, LLC | 0.00% | No change | 112 | $2K |
| Assetmark, Inc. | 0.00% | No change | 44 | $826 |
"% of holder's portfolio" is NPFD's weight in each manager's 13F, not the share of Nuveen Var RT Pref & Inc. the manager owns.