Nuveen Variable Rate Preferred & Income Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| SIT INVESTMENT ASSOCIATES INC | 02/12/2026 | 2.69 M | $51.18 M | -2.31% | 11.13% |
| MORGAN STANLEY | 02/13/2026 | 1.98 M | $37.66 M | -0.71% | 8.19% |
| ROYAL BANK OF CANADA | 02/17/2026 | 637.00 K | $12.12 M | 10.98% | 2.64% |
| UBS GROUP AG | 01/29/2026 | 395.68 K | $7.53 M | -12.58% | 1.64% |
| PENSERRA CAPITAL MANAGEMENT LLC | 02/12/2026 | 367.53 K | $6.99 M | 10.20% | 1.52% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 346.81 K | $6.60 M | -28.91% | 1.44% |
| ADVISORS ASSET MANAGEMENT, INC. | 02/12/2026 | 276.93 K | $5.27 M | 62.18% | 1.15% |
| INVESCO LTD. | 02/19/2026 | 273.56 K | $5.21 M | -10.36% | 1.13% |
| COHEN & STEERS, INC. | 02/13/2026 | 205.00 K | $3.90 M | 0.00% | 0.85% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 189.63 K | $3.61 M | 4.29% | 0.78% |
| FIRST TRUST ADVISORS LP | 02/13/2026 | 109.63 K | $2.09 M | 3.08% | 0.45% |
| 02/11/2026 | 78.58 K | $1.50 B | 100.00% | 0.33% | |
| 02/17/2026 | 68.71 K | $1.31 M | 100.00% | 0.28% | |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 62.26 K | $1.18 M | 3.62% | 0.26% |
| RAREVIEW CAPITAL LLC | 01/29/2026 | 53.78 K | $1.04 M | 9.56% | 0.22% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 47.36 K | $901.25 K | -74.43% | 0.20% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 45.28 K | $861.66 K | 17.56% | 0.19% |
| WEDBUSH SECURITIES INC | 02/12/2026 | 29.38 K | $559.00 K | -1.26% | 0.12% |
| JANNEY MONTGOMERY SCOTT LLC | 02/11/2026 | 26.56 K | $505.00 K | 6.41% | 0.11% |
| CONCORDE ASSET MANAGEMENT, LLC | 02/13/2026 | 26.10 K | $496.68 K | 1.16% | 0.11% |
| JANE STREET GROUP, LLC | 02/12/2026 | 24.60 K | $468.12 K | 100.00% | 0.10% |
| CATALINA CAPITAL GROUP, LLC | 01/16/2026 | 23.58 K | $448.71 K | 0.19% | 0.10% |
| SEED WEALTH MANAGEMENT, INC. | 01/21/2026 | 21.55 K | $410.10 K | -4.43% | 0.09% |
| SMITH CHAS P & ASSOCIATES PA CPAS | 02/09/2026 | 21.00 K | $399.63 K | 0.00% | 0.09% |
| UHLMANN PRICE SECURITIES, LLC | 01/12/2026 | 19.55 K | $372.13 K | -0.96% | 0.08% |
| GLOBAL RETIREMENT PARTNERS, LLC | 02/06/2026 | 17.48 K | $332.61 K | 100.00% | 0.07% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 02/17/2026 | 16.08 K | $306.02 K | -6.04% | 0.07% |
| LPL FINANCIAL LLC | 02/11/2026 | 15.61 K | $296.99 K | -1.41% | 0.06% |
| LIDO ADVISORS, LLC | 02/10/2026 | 15.11 K | $304.11 K | 0.00% | 0.06% |
| SAGE CAPITAL MANAGEMENT, LLC | 01/15/2026 | 13.50 K | $256.91 K | 0.00% | 0.06% |
| CHOREO, LLC | 01/23/2026 | 12.54 K | $241.79 K | -61.46% | 0.05% |
| ACCREDITED INVESTOR SERVICES, LLC | 02/09/2026 | 12.41 K | $236.14 K | -3.59% | 0.05% |
| VIRTU FINANCIAL LLC | 02/23/2026 | 12.17 K | $232.00 K | 100.00% | 0.05% |
| CARNEGIE CAPITAL ASSET MANAGEMENT, LLC | 01/23/2026 | 12.00 K | $228.36 K | 0.00% | 0.05% |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 02/12/2026 | 11.77 K | $223.93 K | 0.00% | 0.05% |
| SUMMIT FINANCIAL, LLC | 02/13/2026 | 11.23 K | $213.75 K | -17.28% | 0.05% |
| MERIT FINANCIAL GROUP, LLC | 01/26/2026 | 10.54 K | $200.48 K | -2.25% | 0.04% |
| RITTER DANIHER FINANCIAL ADVISORY LLC / DE | 02/10/2026 | 9.35 K | $177.87 K | 100.00% | 0.04% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 6.04 K | $114.86 K | -30.87% | 0.03% |
| WOLVERINE ASSET MANAGEMENT LLC | 02/02/2026 | 3.06 K | $58.23 K | 100.00% | 0.01% |
| PINNACLE WEALTH PLANNING SERVICES, INC. | 02/13/2026 | 2.91 K | $55.40 K | 100.00% | 0.01% |
| CORECAP ADVISORS, LLC | 01/13/2026 | 2.54 K | $48.32 K | 0.00% | 0.01% |
| COMERICA BANK | 01/29/2026 | 1.74 K | $33.05 K | -32.33% | 0.01% |
| WPG ADVISERS, LLC | 01/28/2026 | 1.18 K | $22.44 K | -0.08% | 0.00% |
| US BANCORP \DE\ | 01/30/2026 | 947 | $18.02 K | 0.00% | 0.00% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 02/17/2026 | 821 | $15.62 K | -33.03% | 0.00% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 342 | $6.51 K | 0.00% | 0.00% |
| ASSETMARK, INC | 01/23/2026 | 44 | $837 | 0.00% | 0.00% |
| THOMAS J. HERZFELD ADVISORS, INC. | 02/13/2026 | 0 | $0 | -100.00% | 0.00% |
| ADVISORY SERVICES NETWORK, LLC | 02/17/2026 | 0 | $0 | -100.00% | 0.00% |
Nuveen Variable Rate Preferred & Income Fund institutional Ownership - FAQ's
During the previous two years, 58 institutional investors and hedge funds held shares of Nuveen Variable Rate Preferred & Income Fund. The most heavily invested institutionals were:
SIT INVESTMENT ASSOCIATES INC: 2.69 M
MORGAN STANLEY: 1.98 M
ROYAL BANK OF CANADA: 637,001
UBS Group AG: 395,681
Penserra Capital Management LLC: 367,533
WELLS FARGO & COMPANY/MN: 346,813
33.97% of Nuveen Variable Rate Preferred & Income Fund stock is owned by institutional investors.
Institutional investors have bought a total of 8.20 M shares in the last 24 months. This purchase volume represents approximately $161.30 M in transactions.