Rockefeller Capital Management’s InfraCap REIT Preferred ETF PFFR Stock Holding History

Rockefeller Capital Management’s Portfolio PFFR Stock Details PFFR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-299	Closed	-$5.59K	–	4804
2025 Q3	$5.59K	Buy	+299	New	+$5.53K	﹤0.01%	3841

Other funds holding PFFR

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PPW

Pasadena Private Wealth Pasadena, California $723M AUM 18.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

KWA

Kingswood Wealth Advisors San Diego, California $2.11B AUM 27.11% 1-Year Est. Return

Rockefeller Capital Management's PFFR Position: Q4 2025 in Review

Rockefeller Capital Management sold out of InfraCap REIT Preferred ETF (PFFR) in Q4 2025, closing a stake of 299 shares — an estimated $5.59K sold.

Rockefeller Capital Management first reported a position in PFFR in Q3 2025 and held it in 1 quarter. The position peaked at $5.59K in Q3 2025. 34 funds tracked by Wall St. Rank hold PFFR as of Q4 2025.

Rockefeller Capital Management reported no remaining InfraCap REIT Preferred ETF position as of Q4 2025 after selling out during the quarter.
Rockefeller Capital Management sold 299 InfraCap REIT Preferred ETF shares in Q4 2025, an estimated $5.59K.
Rockefeller Capital Management first reported a position in InfraCap REIT Preferred ETF in Q3 2025 and held it in 1 quarter.
Rockefeller Capital Management's InfraCap REIT Preferred ETF position peaked at $5.59K in Q3 2025.
34 funds tracked by Wall St. Rank held InfraCap REIT Preferred ETF as of Q4 2025.

Based on Rockefeller Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.