Samalin Investment Counsel, LLC Purchases in Q2 2025

Samalin Investment Counsel, LLC

  • $246 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
3.43K
+ 9.16%
$8.45 - $9.78 $29K - $33.5K
40.9K $398K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
4.25K
+ 3.84%
$7.05 - $8.02 $29.9K - $34.1K
115K $920K
ARCC
Ares Capital Corp

Financial Services
2.36K
+ 3.42%
$18.91 - $22.43 $44.7K - $53K
71.4K $1.57M
T
At&T Inc.

Communication Services
1.1K
+ 12.91%
$26.33 - $28.94 $28.9K - $31.7K
9.59K $277K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
392
+ 1.21%
$82.21 - $83.12 $32.2K - $32.6K
32.7K $2.71M
CSWC
Capital Southwest Corp

Financial Services
1.91K
+ 7.97%
$17.99 - $22.44 $34.3K - $42.8K
25.9K $570K
NRZ
New Residential Investment Corp.

Real Estate
4.73K
+ 15.45%
N/A
35.3K $256K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
295
+ 0.54%
$47.89 - $48.65 $14.1K - $14.4K
55.2K $2.69M
IYJ
Ishares Tr

ETFs
37
+ 1.81%
$115.07 - $142.31 $4.26K - $5.27K
2.08K $296K
XFLT
Xai Octagon Floating Rate & Alternative Income Term Trust

Financial Services
9.52K
+ 9.86%
$5.25 - $5.92 $50K - $56.4K
106K $599K
NEP
Nextera Energy Partners, LP

Utilities
3.03K
+ 3.59%
N/A
87.4K $790K
TYG
Tortoise Energy Infrastructure Corp

Financial Services
396
+ 3.12%
$35.42 - $43.89 $14K - $17.4K
13.1K $574K
UMH
Umh Properties, Inc.

Real Estate
2.84K
+ 27.36%
$16.36 - $18.82 $46.5K - $53.4K
13.2K $221K
BCX
Black Rock Resources & Commodities Strategy Trust

Financial Services
1.72K
+ 2.44%
$8.0 - $9.55 $13.8K - $16.4K
72.4K $684K
HCA
Hca Healthcare, Inc.

Healthcare
1
+ 0.16%
$317.61 - $387.52 $318 - $388
632 $242K
KBE
Spdr S&P Bank ETF

ETFs
41
+ 0.56%
$45.85 - $55.78 $1.88K - $2.29K
7.38K $411K
NVO
Novo Nordisk A S

Healthcare
372
+ 5.63%
$58.08 - $81.05 $21.6K - $30.2K
6.98K $481K
AGNC
Agnc Investment Corp.

Real Estate
4.93K
+ 8.05%
$8.12 - $9.49 $40K - $46.8K
66.2K $608K
CCD
Calamos Dynamic Convertible & Income Fund

Financial Services
2.91K
+ 8.93%
$19.2 - $22.42 $55.8K - $65.1K
35.4K $714K
IGR
Cbre Global Real Estate Income Fund

Financial Services
1.87K
+ 2.12%
$4.33 - $5.29 $8.09K - $9.88K
90.1K $476K
HSBC
Hsbc Holdings PLC

Financial Services
149
+ 4.07%
$46.68 - $61.09 $6.96K - $9.1K
3.81K $231K
HQL
Tekla Life Sciences Investors

Financial Services
1.37K
+ 6.69%
$10.87 - $13.02 $14.8K - $17.8K
21.8K $279K
RLTY
Cohen & Steers Real Estate Opportunities & Income Fund

ETFs
1.47K
+ 10.84%
$13.19 - $15.44 $19.4K - $22.7K
15K $228K
STWD
Starwood Property Trust, Inc.

Real Estate
373
+ 1.3%
$17.28 - $20.41 $6.45K - $7.61K
29K $582K
HIW
Highwoods Properties, Inc.

Real Estate
159
+ 1.87%
$25.31 - $31.85 $4.02K - $5.06K
8.64K $268K
RF
Regions Financial Corp

Financial Services
11
+ 0.12%
$18.34 - $23.52 $202 - $259
9.29K $218K
SPG
Simon Property Group Inc

Real Estate
167
+ 8.32%
$140.37 - $171.44 $23.4K - $28.6K
2.18K $349K
BGR
Black Rock Energy & Resources Trust

Financial Services
2.87K
+ 4.06%
$11.27 - $13.63 $32.4K - $39.2K
73.6K $975K
FDLO
Fidelity Covington Tr Low Vola

ETFs
3
+ 0.05%
$54.44 - $62.8 $163 - $188
5.49K $345K
RFI
Cohen & Steers Total Return Realty Fund Inc

Financial Services
1.07K
+ 1.38%
$10.7 - $12.22 $11.4K - $13.1K
78.2K $943K
SLRC
Slr Investment Corp.

Financial Services
2.03K
+ 6.44%
$14.19 - $17.01 $28.8K - $34.5K
33.5K $540K
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
1.49K
+ 1.03%
$10.82 - $12.71 $16.1K - $18.9K
147K $1.83M
PDI
Pimco Dynamic Income Fund

Financial Services
2.08K
+ 4.49%
$17.02 - $19.87 $35.4K - $41.3K
48.4K $918K
Morgan Stanley Direct Lendin
199
+ 1.75%
N/A
11.5K $0
Flaherty & Crumrine Dynamic
1.59K
+ 3.66%
N/A
45.1K $0
Sunrise Communications Ag
11.4K
New
N/A
11.4K $0
Annaly Capital Management In
2.15K
+ 7.83%
N/A
29.7K $0
Reddit Inc
2.57K
New
N/A
2.57K $0
Dimensional ETF Trust
701
+ 2.64%
N/A
27.2K $0
Hewlett Packard Enterprise C
12
+ 0.13%
N/A
9.15K $0
Lam Research Corp
2.15K
New
N/A
2.15K $0
Microchip Technology Inc.
4.83K
+ 74.17%
N/A
11.3K $0
Oaktree Specialty Lending CO
2.24K
+ 2.62%
N/A
87.5K $0
Frontview Reit Inc
56.8K
New
N/A
56.8K $0
SO
Southern CO

Utilities
7
+ 0.27%
$84.91 - $92.56 $594 - $648
2.58K $236K
Ishares Tr
4.38K
New
N/A
4.38K $0
THW
Tekla World Healthcare Fund

Financial Services
9.26K
+ 12.23%
$10.05 - $11.31 $93K - $105K
85K $871K
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
8
+ 0.09%
$25.69 - $26.9 $206 - $215
9.34K $247K
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
3.19K
+ 3.81%
$12.71 - $14.52 $40.5K - $46.3K
86.9K $1.21M
Activity Summary
Buys All Purchases 176 New Holdings 12 Increased Positions 164 Sells All Sells 111 Reductions 111 Sold out 0 Options Calls 0 Puts 0
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