Nuveen Variable Rate Preferred & Income Fund
NPFD- Exchange
- NYSE
- SEC CIK
- 0001865389
No open-market purchases or sales by Nuveen Variable Rate Preferred & Income Fund insiders were filed in the last 90 days; 51 institutions reported holding it in 13F filings for Q2 2026, worth $147.7M in total; no superinvestor holds it.
13F holders, Q2 2023
Institutional positions in Nuveen Variable Rate Preferred & Income Fund as of Jun 30, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 39
- +3 vs. Q1 2023
- Shares held
- 5.63M
- +1.17M (+26.1%) vs. Q1 2023
- Total value
- $87.4M
- +$16.7M (+23.6%) vs. Q1 2023
- New holders
- 6
- 15 more added
- Sold out
- 3
- 10 more reduced
Compare with Q1 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting NPFD on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 51 | $147.7M |
| Q1 2026 | 56 | $141.5M |
| Q4 2025 | 48 | $156.2M |
| Q3 2025 | 45 | $170.5M |
| Q2 2025 | 43 | $169.7M |
| Q1 2025 | 46 | $164.1M |
| Q4 2024 | 42 | $162.2M |
| Q3 2024 | 51 | $162.4M |
| Q2 2024 | 43 | $172.6M |
| Q1 2024 | 42 | $149.1M |
| Q4 2023 | 42 | $123.1M |
| Q3 2023 | 33 | $102.8M |
| Q2 2023 | 39 | $87.4M |
| Q1 2023 | 36 | $70.7M |
| Q4 2022 | 35 | $64.5M |
| Q3 2022 | 26 | $20.6M |
| Q2 2022 | 18 | $16.8M |
| Q1 2022 | 12 | $14.3M |
| Q4 2021 | 10 | $8.42M |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q2 2023
Shares, value and share of portfolio for each institution holding Nuveen Variable Rate Preferred & Income Fund; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| EverSource Wealth Advisors, LLC | 6 | $93 | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 36 | $1.00K | 0.00% | +36 | New |
| Advisor Group Holdings, Inc. | 366 | $5.66K | 0.00% | −1,685−82.2% | Reduced |
| Blue Bell Private Wealth Management, LLC | 600 | $9.29K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 700 | $10.0K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 750 | $11.6K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 784 | $12.0K | 0.00% | +183+30.4% | Added |
| Hazlett, Burt & Watson, Inc. | 1,148 | $18.0K | 0.01% | +1,148 | New |
| BDO Wealth Advisors, LLC | 4,002 | $62.0K | 0.01% | +166+4.3% | Added |
| Mathes Company, Inc. | 10,000 | $155.0K | 0.07% | +10,000 | New |
| Camden Capital, LLC | 11,538 | $178.6K | 0.02% | +11,538 | New |
| Claybrook Capital, LLC | 11,608 | $179.7K | 0.10% | 00.0% | Unchanged |
| Walled Lake Planning & Wealth Management, LLC | 11,767 | $182.2K | 0.09% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 12,000 | $185.8K | 0.01% | 00.0% | Unchanged |
| Raymond James & Associates | 15,559 | $240.9K | 0.00% | −253−1.6% | Reduced |
| National Asset Management, Inc. | 15,600 | $242.8K | 0.01% | −3,250−17.2% | Reduced |
| Jones Road Capital Management, L.P. | 17,773 | $275.1K | 0.27% | 00.0% | Unchanged |
| Walleye Capital LLC | 20,789 | $321.8K | 0.01% | −2,886−12.2% | Reduced |
| Altus Wealth Group LLC | 22,508 | $348.4K | 0.21% | −1,200−5.1% | Reduced |
| Wedbush Securities Inc | 24,687 | $382.0K | 0.02% | −1,360−5.2% | Reduced |
| Oppenheimer & Co Inc | 25,145 | $389.2K | 0.01% | +10,023+66.3% | Added |
| Truist Financial Corp | 29,548 | $457.4K | 0.00% | +19,000+180.1% | Added |
| Matisse Capital | 30,303 | $469.1K | 0.29% | +17,695+140.3% | Added |
| HighTower Advisors, LLC | 38,892 | $604.0K | 0.00% | +6,435+19.8% | Added |
| Seed Wealth Management, Inc. | 40,600 | $628.5K | 0.67% | +40,600 | New |
| First Trust Advisors LP | 44,667 | $691.4K | 0.00% | −366−0.8% | Reduced |
| Wolverine Asset Management LLC | 86,096 | $1.33M | 0.03% | +25,680+42.5% | Added |
| Stifel Financial Corp | 112,760 | $1.75M | 0.00% | +19,737+21.2% | Added |
| Corrado Advisors, LLC | 139,128 | $2.15M | 1.51% | +5,258+3.9% | Added |
| Saba Capital Management, L.P. | 183,853 | $2.85M | 0.09% | +183,853 | New |
| Royal Bank of Canada | 198,230 | $3.07M | 0.00% | +15,552+8.5% | Added |
| Karpus Management, Inc. | 205,499 | $3.18M | 0.10% | +45,885+28.7% | Added |
| Wells Fargo & Company | 262,706 | $4.07M | 0.00% | −18,630−6.6% | Reduced |
| Invesco Ltd. | 347,595 | $5.38M | 0.00% | +32,899+10.5% | Added |
| UBS Group AG | 524,065 | $8.11M | 0.00% | −73,817−12.3% | Reduced |
| Atlas Wealth LLC | 534,288 | $8.52M | 1.57% | +301,418+129.4% | Added |
| Sit Investment Associates Inc | 801,308 | $12.4M | 0.32% | −105,112−11.6% | Reduced |
| Morgan Stanley | 840,351 | $13.0M | 0.00% | +411,653+96.0% | Added |
| Rivernorth Capital Management, LLC | 999,594 | $15.5M | 0.77% | +234,344+30.6% | Added |
| Avantax Advisory Services, Inc. | 0 | $0 | 0.00% | −11,326−100.0% | Sold out |
| Independence Bank of Kentucky | 0 | $0 | 0.00% | −7,000−100.0% | Sold out |
| The PNC Financial Services Group, Inc. | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |