Nuveen Preferred and Income (NPFI)

Neutral

Insufficient data to determine institutional momentum.

Data as of Q1 2026

Loading ownership map...

Loading crowding analysis...

Loading snapshot...

Institutional Holders

Loading top holders...

No collected fundamentals for a capital-allocation analysis.

No collected fundamentals for a debt & leverage analysis.

Buy / Sell Volume by Quarter

Total shares institutions bought (green) vs sold (red) each quarter across all holders.

Inferred from quarter-over-quarter change in each fund's 13F position (new stakes count as buys, exits as sells). Not tick-level trades.

No collected fundamentals to build a valuation model.

No collected fundamentals for a quality & risk analysis.

No collected fundamentals for a dividends & returns analysis.

Ownership Map

Top 20 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

Loading ownership map...

Crowding AnalysisModerate

Holders19of 5,944

Avg: 68

Uncrowded75th percentileCrowded

Institutional Activity

Buy/Sell Ratio3.75x

51th percentile

15 buying4 selling

+9

New

-1

Closed

+230K

Net shares

Ownership Concentration

Top 5: 81.7%Top 10: 94.3%

Berger Financial Group,56.3%

CWM,8.1%

Astoria Portfolio Advisors6.6%

Integrated Wealth Concepts6.1%

LPL Financial4.5%

Others (14)18.3%

Loading crowding analysis...

No sector peer set for this ticker (missing sector classification, or too few peers with collected financials).

Conviction-Weighted Ownership

Median weight: 0.01%Avg weight: 0.14%Max: 0.83%High conviction (>1%): 0

Berger Financial Group,

CWM,

Astoria Portfolio Advisors

Integrated Wealth Concepts

LPL Financial

Krilogy Financial

ENVESTNET ASSET MANAGEMENT

Jefferies Financial Group

Buckley Wealth Management,

JANE STREET GROUP,

Crowding AnalysisModerate

Holders19of 5,944

Avg: 68

Uncrowded75th percentileCrowded

Institutional Activity

Buy/Sell Ratio3.75x

51th percentile

15 buying4 selling

+9

New

-1

Closed

+230K

Net shares

Ownership Concentration

Top 5: 81.7%Top 10: 94.3%

Berger Financial Group,56.3%

CWM,8.1%

Astoria Portfolio Advisors6.6%

Integrated Wealth Concepts6.1%

LPL Financial4.5%

Others (14)18.3%

Crowding AnalysisModerate

Holders19of 5,944

Avg: 68

Uncrowded75th percentileCrowded

Institutional Activity

Buy/Sell Ratio3.75x

51th percentile

15 buying4 selling

+9

New

-1

Closed

+230K

Net shares

Ownership Concentration

Top 5: 81.7%Top 10: 94.3%

Berger Financial Group,56.3%

CWM,8.1%

Astoria Portfolio Advisors6.6%

Integrated Wealth Concepts6.1%

LPL Financial4.5%

Others (14)18.3%

Performance vs. S&P 500

Total return (dividends reinvested) vs the market, from quarter-end prices.

$10,000 invested 2024-03

$11,741

NPFI · +17%

$14,662

S&P 500 · +47%

−$2,921

behind the index

Total return (5Y)

+17%

S&P 500

+47%

vs. market

-29%

underperformed

Annualized

7.4%

mkt 18.5%

Volatility

3%

annualized

Beta

0.17

vs S&P 500

Growth of $10,000

Hover the chart to read any quarter

NPFIS&P 500

Year by year

Annual return vs the market

Hover a year to compare.

NPFI (solid)S&P 500 (outline)Green = positive year, red = negative. Number = NPFI's return.

Beat the market

0 / 3 yrs

0% win rate

Best year

+9%

2025

Worst year

+2%

2026

Worst drawdown

-1%

recovered in 1 qtr

Relative strength

Cumulative lead over the S&P 500

Above 0 = ahead of the S&P 500 since the window start; below 0 = behind. Rising means it's pulling ahead.

Downside

Drawdown from peak · max -1%

How far the stock fell below its prior peak. Deeper, longer drawdowns = a rougher ride to the same return.

Quarter-end, dividend-adjusted (total return). Beta & volatility from quarterly returns (annualized). Benchmark is the S&P 500 (SPY total return). Annual returns compound the quarters ending in each calendar year; the first and last years in a window may be partial. Past performance doesn't predict future results.

Institutional Trends (8 Quarters)

No trend data available for this metric.

Ownership Map

Top 20 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

Ownership Map

Top 20 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position