Samalin Investment Counsel, LLC Purchases in Q1 2025

Samalin Investment Counsel, LLC

  • $234 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
GLD
Spdr Gold Trust

ETFs
6K
+ 153.65%
$243.19 - $288.14 $1.46M - $1.73M
9.91K $2.85M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
889
+ 11.69%
$442.66 - $534.52 $394K - $475K
8.49K $4.52M
MLCO
Melco Resorts & Entertainment LTD

Consumer Cyclical
165K
+ 171.43%
$5.27 - $6.27 $870K - $1.03M
261K $1.38M
LYB
Lyondell Basell Industries N.V.

Basic Materials
11.2K
New
$69.82 - $78.67 $781K - $880K
11.2K $787K
DFUS
Dimensional ETF Tr U S Equity

ETFs
12.5K
+ 220.43%
$59.61 - $66.71 $747K - $836K
18.2K $1.1M
SRLN
Ssga Active Trust

ETFs
16.7K
New
$41.02 - $41.99 $686K - $702K
16.7K $687K
DUHP
Dimensional ETF Tr Dimensional

ETFs
19.6K
+ 248.84%
$32.57 - $35.82 $638K - $701K
27.4K $909K
ALE
Allete Inc

Utilities
8.17K
New
$64.9 - $65.91 $530K - $539K
8.17K $537K
META
Meta Platforms, Inc.

Communication Services
1K
+ 30.43%
$576.36 - $736.67 $579K - $740K
4.3K $2.48M
VNQ
Vanguard Specialized Funds Van

ETFs
5.76K
+ 111.84%
$85.55 - $94.34 $493K - $543K
10.9K $987K
DGRO
Ishares Core Dividend Growth E

ETFs
7.18K
+ 14.93%
$60.46 - $64.42 $434K - $462K
55.2K $3.41M
PLTR
Palantir Technologies Inc.

Technology
5.42K
New
$64.98 - $124.62 $352K - $675K
5.42K $457K
LXP
Lxp Industrial Trust

Real Estate
43.3K
+ 165.65%
$7.72 - $9.22 $334K - $399K
69.4K $600K
XLU
Utilities Sector Spdr

ETFs
3.94K
+ 31.07%
$74.7 - $80.27 $294K - $316K
16.6K $1.31M
IBM
International Business Machines Corp

Technology
1.38K
New
$217.4 - $264.74 $301K - $366K
1.38K $344K
CVX
Chevron Corp

Energy
1.27K
+ 26.42%
$146.71 - $167.97 $186K - $213K
6.08K $1.02M
ED
Consolidated Edison Inc

Utilities
2.89K
New
$88.0 - $110.59 $254K - $320K
2.89K $319K
CL
Colgate Palmolive CO

Consumer Defensive
3.35K
New
$85.68 - $97.5 $287K - $327K
3.35K $314K
O
Realty Income Corp

Real Estate
4.13K
+ 30.04%
$51.67 - $58.49 $214K - $242K
17.9K $1.04M
DLR
Digital Realty Trust, Inc.

Real Estate
2.07K
New
$142.1 - $183.56 $294K - $380K
2.07K $296K
CB
Chubb LTD

Financial Services
955
New
$257.71 - $301.99 $246K - $288K
955 $288K
CCI
Crown Castle International Corp

Real Estate
2.76K
New
$84.33 - $106.39 $233K - $294K
2.76K $287K
ACRE
Ares Commercial Real Estate Corp

Real Estate
77K
+ 132.6%
$4.63 - $6.18 $357K - $476K
135K $625K
IWR
Ishares Russell Mid Cap ETF

ETFs
4.46K
+ 13.81%
$82.81 - $92.93 $369K - $415K
36.8K $3.13M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
6.15K
+ 21.76%
$39.96 - $43.3 $246K - $266K
34.4K $1.42M
HQL
Tekla Life Sciences Investors

Financial Services
20.4K
New
$12.69 - $14.36 $259K - $293K
20.4K $259K
MA
Mastercard Inc

Financial Services
463
New
$504.67 - $576.31 $234K - $267K
463 $253K
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
15K
New
$16.76 - $17.69 $252K - $266K
15K $252K
HIW
Highwoods Properties, Inc.

Real Estate
8.48K
New
$27.69 - $30.78 $235K - $261K
8.48K $251K
MPW
Medical Properties Trust Inc

Real Estate
3.72K
+ 3.43%
$3.83 - $6.21 $14.2K - $23.1K
112K $675K
WPC
W. P. Carey Inc.

Real Estate
2.24K
+ 18.23%
$53.5 - $65.05 $120K - $146K
14.5K $917K
KRG
Kite Realty Group Trust

Real Estate
11K
New
$21.24 - $25.05 $233K - $274K
11K $245K
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
3.89K
New
$62.41 - $133.91 $243K - $521K
3.89K $244K
AQN
Algonquin Power & Utilities Corp.

Utilities
32.1K
+ 32.31%
$4.27 - $5.19 $137K - $166K
131K $675K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
160
New
$1187.71 - $1432.58 $190K - $229K
160 $229K
NEP
Nextera Energy Partners, LP

Utilities
54.4K
+ 181.79%
$8.38 - $18.87 $456K - $1.03M
84.4K $762K
GNT
Gamco Natural Resources, Gold & Income Trust

Financial Services
34.9K
+ 199.37%
$5.37 - $6.09 $187K - $212K
52.4K $319K
UBER
Uber Technologies, Inc

Technology
3.04K
New
$63.17 - $81.49 $192K - $248K
3.04K $221K
TRGP
Targa Resources Corp.

Energy
1.09K
New
$178.44 - $217.22 $195K - $238K
1.09K $219K
HCA
Hca Healthcare, Inc.

Healthcare
631
New
$296.7 - $345.55 $187K - $218K
631 $218K
IRM
Iron Mountain Inc

Real Estate
2.53K
New
$82.79 - $111.31 $209K - $281K
2.53K $217K
OKE
Oneok Inc

Energy
2.18K
New
$89.57 - $109.85 $196K - $240K
2.18K $216K
DFAX
Dimensional ETF Tr
8.28K
New
$24.45 - $27.2 $202K - $225K
8.28K $216K
APLE
Apple Hospitality Reit, Inc.

Real Estate
16.5K
New
$12.87 - $15.85 $212K - $261K
16.5K $212K
ARI
Apollo Commercial Real Estate Finance, Inc.

Real Estate
16.4K
+ 27.28%
$8.57 - $10.13 $140K - $166K
76.5K $731K
HSBC
Hsbc Holdings PLC

Financial Services
3.66K
New
$48.68 - $61.58 $178K - $225K
3.66K $210K
RF
Regions Financial Corp

Financial Services
9.28K
New
$20.84 - $24.77 $193K - $230K
9.28K $201K
EPD
Enterprise Products Partners L.P.

Energy
737
+ 1.18%
$31.75 - $34.14 $23.4K - $25.2K
63K $2.15M
UMH
Umh Properties, Inc.

Real Estate
10.4K
New
$17.49 - $19.0 $182K - $197K
10.4K $194K
Activity Summary
Buys All Purchases 233 New Holdings 39 Increased Positions 194 Sells All Sells 77 Reductions 77 Sold out 0 Options Calls 0 Puts 1
Track This Portfolio

Track Samalin Investment Counsel, LLC Portfolio

Follow Samalin Investment Counsel, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Samalin Investment Counsel, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Samalin Investment Counsel, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email