Nuveen Var RT Pref &NPFD

13F holders, Q2 2025 (June 30)
43holders −3
6new positions
8sold out
$19.28avg. 13F price*

At the end of Q2 2025, 43 institutions reported holding Nuveen Var RT Pref & Inc. (NPFD) in their 13F filings, down 3 from Q1 2025. 6 opened new positions and 8 sold out. The largest holders were Sit Investment Associates Inc. ($54.2M), Morgan Stanley ($36.7M) and Wells Fargo & Company ($15.2M).

Company
Nuveen Var RT Pref & Inc.
CUSIP
67080R102
Latest filing quarter
Q2 2026

History

Number of 13F holders

0204060 Q1 2024: 42Q1 2024Q2 2024: 43Q2 2024Q3 2024: 51Q3 2024Q4 2024: 42Q4 2024Q1 2025: 46Q1 2025Q2 2025: 43Q2 2025Q3 2025: 45Q3 2025Q4 2025: 48Q4 2025Q1 2026: 56Q1 2026Q2 2026: 51Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions6$2.3M
Exits8$2.3M

All 13F filers, Q1 2025 → Q2 2025: 495,935 shares bought and 410,659 shares sold, net +85,276 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 43 holders

Sit Investment Associates Inc. 1.16% Add +6.4% 2,812,910 $54.2M
Morgan Stanley 0.00% Add +7.5% 1,903,601 $36.7M
Wells Fargo & Company 0.00% Reduce -10.9% 786,250 $15.2M
UBS Group AG 0.00% Add +4.9% 565,747 $10.9M
Royal Bank of Canada 0.00% Add +0.0% 546,996 $10.5M
Invesco Ltd. 0.00% Add +2.9% 355,961 $6.9M
Thomas J. Herzfeld Advisors, Inc. 2.11% Reduce -25.0% 307,485 $5.9M
Penserra Capital Management LLC 0.07% Add +3.0% 276,310 $5.3M
Envestnet Asset Management Inc. 0.00% Reduce -8.8% 226,453 $4.4M
Cohen & Steers, Inc. 0.01% No change 205,000 $4.0M
Stifel Financial Corp. 0.00% Add +8.7% 202,113 $3.9M
First Trust Advisors LP 0.00% Add +3.8% 92,839 $1.8M
Advisors Asset Management, Inc. 0.02% New 71,272 $1.4M
Commonwealth Equity Services, LLC 0.00% Add +8.5% 60,068 $1.2M
Rareview Capital LLC 0.53% Reduce -40.7% 43,415 $837K
Bramshill Investments, LLC 0.08% Reduce -0.3% 39,400 $760K
Choreo, LLC 0.01% Reduce -41.0% 36,802 $713K
Wedbush Securities Inc. 0.02% Add +5.7% 28,444 $548K
Catalina Capital Group, LLC 0.31% No change 23,548 $454K
Seed Wealth Management, Inc. 0.34% Reduce -12.6% 23,350 $450K
Smith Chas P & Associates Pa Cpas 0.02% New 22,000 $424K
Cetera Investment Advisers 0.00% Add +6.8% 21,906 $422K
Uhlmann Price Securities, LLC 0.26% Add +0.4% 18,987 $366K
&partners 0.00% Add +1.7% 17,006 $328K
Lido Advisors, LLC 0.00% No change 15,054 $293K
Accredited Investor Services, LLC 0.19% Add +4.0% 13,094 $252K
Sage Capital Management, LLC 0.12% No change 12,500 $241K
LPL Financial LLC 0.00% New 12,029 $232K
Carnegie Investment Counsel 0.00% No change 12,000 $231K
Walled Lake Planning & Wealth Management, LLC 0.07% No change 11,767 $227K
Merit Financial Group, LLC 0.00% New 10,489 $202K
Osaic Holdings, Inc. 0.00% Reduce -17.8% 8,797 $170K
Geneos Wealth Management Inc. 0.00% Add +15.1% 6,168 $119K
Comerica Bank 0.00% Add +43.3% 3,597 $69K
Raymond James Financial Inc. 0.00% New 3,586 $69K
WPG Advisers, LLC 0.02% Reduce -9.0% 1,097 $21K
NFSG Corp 0.00% New 1,000 $19K
US Bancorp \de 0.00% No change 947 $18K
FNY Investment Advisers, LLC 0.01% No change 700 $13K
Blue Bell Private Wealth Management, LLC 0.00% Reduce -90.3% 620 $12K
Bank of America Corp. 0.00% Reduce -55.0% 342 $7K
Cwm, LLC 0.00% No change 112 $2K
Assetmark, Inc. 0.00% No change 44 $848

"% 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.