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Nuveen Variable Rate Preferred & Income Fund

43 hedge funds and large institutions have $170M invested in Nuveen Variable Rate Preferred & Income Fund in 2025 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 12 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 12

3% more capital invested

Capital invested by funds: $164M → $170M (+$5.46M)

0.2% more ownership

Funds ownership: 36.22%36.43% (+0.2%)

7% less funds holding

Funds holding: 4643 (-3)

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
43
Holders Change
-3
Holders Change %
-6.52%
% of All Funds
0.57%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
6
Increased
15
Reduced
12
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$54.2M +$3.15M +168,849 +6%
Morgan Stanley
2
Morgan Stanley
New York
$36.7M +$2.47M +132,388 +7%
Wells Fargo
3
Wells Fargo
California
$15.2M -$1.79M -96,115 -11%
UBS Group
4
UBS Group
Switzerland
$10.9M +$489K +26,270 +5%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$10.5M +$1.28K +69 +0%
Invesco
6
Invesco
Georgia
$6.86M +$184K +9,874 +3%
TJHA
7
Thomas J. Herzfeld Advisors
Florida
$5.93M -$1.91M -102,604 -25%
PCM
8
Penserra Capital Management
California
$5.33M +$152K +8,149 +3%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$4.37M -$409K -21,963 -9%
Cohen & Steers
10
Cohen & Steers
New York
$3.95M
Stifel Financial
11
Stifel Financial
Missouri
$3.9M +$302K +16,208 +9%
First Trust Advisors
12
First Trust Advisors
Illinois
$1.79M +$63K +3,382 +4%
AAM
13
Advisors Asset Management
Colorado
$1.37M +$1.33M +71,272 New
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$1.16M +$87.3K +4,684 +8%
RC
15
Rareview Capital
Nevada
$837K -$554K -29,747 -41%
BI
16
Bramshill Investments
Florida
$760K -$2.01K -108 -0.3%
CL
17
Choreo LLC
Illinois
$713K -$476K -25,547 -41%
WS
18
Wedbush Securities
California
$548K +$28.8K +1,544 +6%
CCG
19
Catalina Capital Group
California
$454K
SWM
20
Seed Wealth Management
Illinois
$450K -$62.8K -3,369 -13%
CPSAC
21
Chas P. Smith & Associates (CPS)
Florida
$424K +$410K +22,000 New
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$422K +$25.8K +1,387 +7%
UPS
23
UHLMANN PRICE SECURITIES
Illinois
$366K +$1.3K +70 +0.4%
P
24
&Partners
Tennessee
$328K +$5.38K +289 +2%
Lido Advisors
25
Lido Advisors
California
$293K

NPFD Hedge Fund Activity: Q2 2025 in Review

43 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Nuveen Variable Rate Preferred & Income Fund (NPFD) for Q2 2025, worth a combined $170M — up 3.3% from $164M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of NPFD and 6 opened new positions — a net loss of 2 holders — while 12 trimmed existing stakes and 15 added.

The largest buyer was Sit Investment Associates, adding an estimated $3.15M. The largest seller was Thomas J. Herzfeld Advisors, cutting an estimated $1.91M.

  • 43 institutional investors held Nuveen Variable Rate Preferred & Income Fund (NPFD) as of Q2 2025, down from 46 in Q1 2025.
  • Funds reported $170M of Nuveen Variable Rate Preferred & Income Fund stock for Q2 2025, up 3.3% quarter-over-quarter.
  • 6 funds opened new Nuveen Variable Rate Preferred & Income Fund positions in Q2 2025 and 8 closed out, a net change of -2 holders.
  • The largest Nuveen Variable Rate Preferred & Income Fund buyer in Q2 2025 was Sit Investment Associates, an estimated $3.15M added.
  • The largest Nuveen Variable Rate Preferred & Income Fund seller in Q2 2025 was Thomas J. Herzfeld Advisors, an estimated $1.91M sold.

Based on aggregated 13F filings for Q2 2025.