Nuveen Variable Rate Preferred & Income Fund - Common Shares of Beneficial Interest (NPFD) Institutional Ownership

13F Institutional Holders and Ownership History from Q4 2021 to Q4 2025

Type / Class
Equity / Common Shares of Beneficial Interest
Symbol
NPFD on NYSE
Shares outstanding
24,119,892
Price per share
$19.03
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
8,543,913
Total reported value
$170,504,024
% of total 13F portfolios
0%
Share change
-286,293
Value change
-$5,711,641
Number of holders
45
Price from insider filings
$19.03
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Nuveen Variable Rate Preferred & Income Fund - Common Shares of Beneficial Interest (NPFD) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
SIT INVESTMENT ASSOCIATES INC 10% $44,896,534 2,545,155 Sit Investment Associates, Inc. 14 Feb 2025
MORGAN STANLEY 6.5% +133% $29,725,355 +$18,456,858 1,567,793 +164% Morgan Stanley 30 Jun 2025

As of 30 Sep 2025, 45 institutional investors reported holding 8,543,913 shares of Nuveen Variable Rate Preferred & Income Fund - Common Shares of Beneficial Interest (NPFD). This represents 35% of the company’s total 24,119,892 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of Nuveen Variable Rate Preferred & Income Fund - Common Shares of Beneficial Interest (NPFD) together control 35% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
SIT INVESTMENT ASSOCIATES INC 11% 2,753,240 -2.1% 1.1% $54,955,000
MORGAN STANLEY 8.3% 1,992,991 +4.7% 0% $39,780,131
ROYAL BANK OF CANADA 2.4% 573,960 +4.9% 0% $11,456,000
WELLS FARGO & COMPANY/MN 2% 487,856 -38% 0% $9,737,618
UBS Group AG 1.9% 452,635 -20% 0% $9,034,595
Penserra Capital Management LLC 1.4% 333,500 +21% 0.08% $6,656,000
Invesco Ltd. 1.3% 305,175 -14% 0% $6,091,293
Thomas J. Herzfeld Advisors, Inc. 1.1% 261,335 -15% 1.8% $5,216,247
COHEN & STEERS, INC. 0.85% 205,000 0% 0.01% $4,092,000
ENVESTNET ASSET MANAGEMENT INC 0.77% 185,200 -18% 0% $3,696,584
STIFEL FINANCIAL CORP 0.75% 181,831 -10% 0% $3,629,347
Advisors Asset Management, Inc. 0.71% 170,761 +140% 0.06% $3,408,390
FIRST TRUST ADVISORS LP 0.44% 106,352 +15% 0% $2,122,780
COMMONWEALTH EQUITY SERVICES, LLC 0.25% 60,082 +0.02% 0% $1,199,000
Rareview Capital LLC 0.2% 49,086 +13% 0.58% $946,378
Cetera Investment Advisers 0.16% 38,514 +76% 0% $768,748
Bramshill Investments, LLC 0.16% 38,484 -2.3% 0.05% $768,141
CHOREO, LLC 0.13% 32,532 -12% 0.01% $652,994
WEDBUSH SECURITIES INC 0.12% 29,754 +4.6% 0.02% $594,000
Concorde Asset Management, LLC 0.11% 25,800 -9.2% 0.21% $513,807
Janney Montgomery Scott LLC 0.1% 24,960 0% $498,000
Catalina Capital Group, LLC 0.1% 23,534 -0.06% 0.29% $469,739
Seed Wealth Management, Inc. 0.09% 22,550 -3.4% 0.31% $450,098
SMITH CHAS P & ASSOCIATES PA CPAS 0.09% 21,000 -4.5% 0.04% $419,160
UHLMANN PRICE SECURITIES, LLC 0.08% 19,742 +4% 0.24% $393,993

Institutional Holders of Nuveen Variable Rate Preferred & Income Fund - Common Shares of Beneficial Interest (NPFD) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 22,092 $420,442 -$3,597 $19.03 2
2025 Q3 8,543,913 $170,504,024 -$5,711,641 $19.96 45
2025 Q2 8,801,806 $169,702,837 +$1,698,774 $19.28 43
2025 Q1 8,744,930 $164,127,572 -$1,222,593 $18.77 46
2024 Q4 8,861,464 $161,755,026 +$5,006,716 $18.23 41
2024 Q3 8,556,486 $162,076,949 -$15,539,132 $18.94 50
2024 Q2 9,394,402 $172,573,495 +$18,466,151 $18.38 43
2024 Q1 8,323,999 $149,084,775 +$12,887,113 $17.91 42
2023 Q4 42,743 $694,570 $16.25 1
2023 Q3 6,559,117 $102,771,672 +$14,658,964 $15.67 33
2023 Q2 5,626,813 $87,356,950 +$18,017,249 $15.48 38
2023 Q1 4,461,631 $70,678,435 +$12,112,544 $15.84 36
2022 Q4 3,675,044 $64,534,562 +$43,334,631 $17.56 34
2022 Q3 1,178,888 $20,584,000 +$4,560,646 $17.46 23
2022 Q2 912,915 $16,808,000 +$5,158,915 $18.41 15
2022 Q1 621,056 $14,278,000 +$6,675,268 $22.99 11
2021 Q4 331,984 $8,417,000 +$8,417,007 $25.35 10