NUVEEN VAR RT PREF & INC (NPFD) Institutional Shareholders
NUVEEN VAR RT PREF & INC (NPFD) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $139.44M in NPFD holdings during the latest filing period.
Sit Investment Associates Inc is currently the largest disclosed institutional shareholder of NPFD tracked by InsiderSet, reporting ownership valued at approximately $45.33M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $43.07M, representing an estimated loss of -5.00% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 90% of the total disclosed NPFD value among the investors covered in this analysis. Major shareholders include Sit Investment Associates Inc, Morgan Stanley, Royal Bank Of Canada, and several other long-term asset managers with concentrated positions in NUVEEN VAR RT PREF & INC (NPFD).
This page ranks the largest institutional NPFD shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
51
Total Reported Value
$139.44M
Largest Holder
Sit Investment Associates Inc
Largest Position
$45.33M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
62
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Sit Investment Associates Inc | 0.86% | 2,408,758 | $45,333,000 | $43,068,593 | -$2,264,407 | -5.00% | |
| Morgan Stanley | 0.00% | 1,968,184 | $37,041,250 | $35,191,130 | -$1,850,120 | -4.99% | |
| Royal Bank Of Canada | 0.00% | 587,471 | $11,056,000 | $10,503,981 | -$552,019 | -4.99% | |
| Ubs Group Ag | 0.00% | 416,649 | $7,841,334 | $7,449,684 | -$391,650 | -4.99% | |
| Wells Fargo & Company/Mn | 0.00% | 270,297 | $5,086,982 | $4,832,910 | -$254,072 | -4.99% | |
| Invesco Ltd. | 0.00% | 265,957 | $5,005,311 | $4,755,311 | -$250,000 | -4.99% | |
| Atlas Wealth Llc | 0.71% | 263,387 | $4,956,943 | $4,709,360 | -$247,583 | -4.99% | |
| Cohen & Steers, Inc. | 0.01% | 205,000 | $3,858,000 | $3,665,400 | -$192,600 | -4.99% | |
| Stifel Financial Corp | 0.00% | 154,395 | $2,905,702 | $2,760,583 | -$145,119 | -4.99% | |
| First Trust Advisors Lp | 0.00% | 127,209 | $2,394,068 | $2,274,497 | -$119,571 | -4.99% | |
| Commonwealth Equity Services, Llc | 0.00% | 67,225 | $1,265,180 | $1,201,983 | -$63,197 | -5.00% | |
| Evolve Private Wealth, Llc | 0.07% | 64,082 | $1,216,069 | $1,145,786 | -$70,283 | -5.78% | |
| Closed-End Fund Advisors, Inc. | 0.95% | 51,519 | $969,588 | $921,160 | -$48,428 | -4.99% | |
| Summit Financial, Llc | 0.01% | 50,421 | $956,824 | $901,527 | -$55,297 | -5.78% | |
| Cetera Investment Advisers | 0.00% | 47,557 | $895,014 | $850,319 | -$44,695 | -4.99% | |
| Envestnet Asset Management Inc | 0.00% | 42,371 | $797,422 | $757,593 | -$39,829 | -4.99% | |
| Equitable Holdings, Inc. | 0.00% | 41,584 | $782,602 | $743,522 | -$39,080 | -4.99% | |
| Wedbush Securities Inc | 0.02% | 36,897 | $694,000 | $659,718 | -$34,282 | -4.94% | |
| Janney Montgomery Scott Llc | 0.00% | 30,635 | $577,000 | $547,754 | -$29,246 | -5.07% | |
| Bessemer Group Inc | 0.00% | 27,976 | $527,000 | $500,211 | -$26,789 | -5.08% | |
| Bank Of America Corp | 0.00% | 23,357 | $439,570 | $417,623 | -$21,947 | -4.99% | |
| Uhlmann Price Securities, Llc | 0.01% | 20,294 | $381,982 | $362,857 | -$19,125 | -5.01% | |
| Lpl Financial Llc | 0.00% | 18,883 | $355,384 | $337,628 | -$17,756 | -5.00% | |
| Osaic Holdings, Inc. | 0.00% | 18,027 | $339,275 | $322,323 | -$16,952 | -5.00% | |
| Smith Chas P & Associates Pa Cpas | 0.02% | 18,000 | $338,760 | $321,840 | -$16,920 | -4.99% | |
| Seed Wealth Management, Inc. | 0.20% | 17,030 | $320,505 | $304,496 | -$16,009 | -4.99% | |
| Lido Advisors, Llc | 0.00% | 15,054 | $285,672 | $269,166 | -$16,506 | -5.78% | |
| &Partners | 0.00% | 15,083 | $283,853 | $269,684 | -$14,169 | -4.99% | |
| Virtu Financial Llc | 0.01% | 14,622 | $275,000 | $261,441 | -$13,559 | -4.93% | |
| Sage Capital Management, Llc | 0.10% | 13,500 | $254,070 | $241,380 | -$12,690 | -4.99% | |
| Choreo, Llc | 0.00% | 12,756 | $242,142 | $228,077 | -$14,065 | -5.81% | |
| Millennium Management Llc | 0.00% | 12,328 | $232,013 | $220,425 | -$11,588 | -4.99% | |
| Catalina Capital Group, Llc | 0.14% | 12,572 | $228,182 | $224,787 | -$3,395 | -1.49% | |
| Walled Lake Planning & Wealth Management, Llc | 0.06% | 11,767 | $221,455 | $210,394 | -$11,061 | -4.99% | |
| Accredited Investor Services, Llc | 0.12% | 11,658 | $219,404 | $208,445 | -$10,959 | -4.99% | |
| Carnegie Investment Counsel | 0.00% | 12,000 | $217,800 | $214,560 | -$3,240 | -1.49% | |
| Merit Financial Group, Llc | 0.00% | 10,791 | $203,078 | $192,943 | -$10,135 | -4.99% | |
| Arax Advisory Partners | 0.00% | 6,101 | $114,821 | $109,086 | -$5,735 | -4.99% | |
| Ritter Daniher Financial Advisory Llc / De | 0.01% | 3,269 | $61,528 | $58,450 | -$3,078 | -5.00% | |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | 3,112 | $58,568 | $55,643 | -$2,925 | -4.99% | |
| Barclays Plc | 0.00% | 2,800 | $52,696 | $50,064 | -$2,632 | -4.99% | |
| Corecap Advisors, Llc | 0.00% | 2,539 | $47,784 | $45,397 | -$2,387 | -4.99% | |
| Wpg Advisers, Llc | 0.02% | 1,375 | $25,878 | $24,585 | -$1,293 | -5.00% | |
| Fifth Third Bancorp | 0.00% | 974 | $18,335 | $17,415 | -$920 | -5.02% | |
| Us Bancorp \De\ | 0.00% | 947 | $17,823 | $16,932 | -$891 | -5.00% | |
| Fny Investment Advisers, Llc | 0.00% | 700 | $13,000 | $12,516 | -$484 | -3.72% | |
| Ifp Advisors, Inc | 0.00% | 611 | $11,499 | $10,925 | -$574 | -4.99% | |
| Whittier Trust Co Of Nevada Inc | 0.00% | 533 | $9,972 | $9,530 | -$442 | -4.43% | |
| Farther Finance Advisors, Llc | 0.00% | 458 | $8,620 | $8,189 | -$431 | -5.00% | |
| Rockefeller Capital Management L.P. | 0.00% | 166 | $3,124 | $2,968 | -$156 | -4.99% |
Frequently asked questions about NPFD
Who owns the most NPFD stock?
The largest holders of NPFD are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for NUVEEN VAR RT PREF & INC (NPFD).
Is NPFD widely held by superinvestors?
Many widely followed stocks like NPFD appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly NPFD is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.