Samalin Investment Counsel, LLC Incresed Positions in Q2 2025

Samalin Investment Counsel, LLC

  • $246 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
RVT
Royce Value Trust, Inc.

Financial Services
1.88K
+ 2.55%
$12.5 - $15.21 $23.5K - $28.6K
75.7K $1.14M
GOOG
Alphabet Inc.

Communication Services
88
+ 2.62%
$146.58 - $180.01 $12.9K - $15.8K
3.45K $612K
RSP
Invesco S&P 500 Equal Weight E

ETFs
119
+ 1.59%
$152.93 - $181.74 $18.2K - $21.6K
7.6K $1.38M
EPR
Epr Properties

Real Estate
263
+ 2.13%
$43.53 - $59.11 $11.4K - $15.5K
12.6K $735K
EEMS
Ishares Msci Emerging Mkts Sma

ETFs
560
+ 10.52%
$50.48 - $64.85 $28.3K - $36.3K
5.89K $381K
GNT
Gamco Natural Resources, Gold & Income Trust

Financial Services
11.1K
+ 21.23%
$5.32 - $6.56 $59.2K - $73K
63.5K $399K
UTG
Reaves Utility Income Fund

Financial Services
254
+ 1.3%
$29.08 - $36.18 $7.39K - $9.19K
19.8K $716K
IGV
Ishares Expanded Tech Software

ETFs
50
+ 1.39%
$80.15 - $109.5 $4.01K - $5.48K
3.65K $399K
TPVG
Triple Point Venture Growth Bdc Corp.

Financial Services
10.7K
+ 13.1%
$5.76 - $7.37 $61.8K - $79.1K
92.6K $649K
AWP
Aberdeen Global Premier Properties Fund

Financial Services
14.3K
+ 5.96%
$3.35 - $3.97 $48K - $56.9K
255K $1.01M
IVW
Ishares S&P 500 Growth ETF

ETFs
138
+ 4.25%
$82.96 - $110.1 $11.4K - $15.2K
3.39K $372K
BTO
John Hancock Financial Opportunities Fund

Financial Services
1.04K
+ 3.94%
$28.44 - $35.42 $29.4K - $36.7K
27.3K $966K
RNP
Cohen & Steers Reit & Preferred & Income Fund Inc

Financial Services
1.78K
+ 4.09%
$19.41 - $22.77 $34.5K - $40.4K
45.2K $1.03M
APLE
Apple Hospitality Reit, Inc.

Real Estate
7.85K
+ 47.68%
$10.66 - $12.92 $83.7K - $101K
24.3K $283K
PFFA
Etfis Ser Tr I

ETFs
4.99K
+ 5.61%
$19.49 - $21.31 $97.3K - $106K
94.1K $1.96M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
331
+ 6.95%
$57.14 - $72.68 $18.9K - $24.1K
5.09K $370K
IBM
International Business Machines Corp

Technology
8
+ 0.58%
$221.03 - $294.78 $1.77K - $2.36K
1.39K $410K
JXN
Jackson Financial Inc.

Financial Services
466
+ 9.71%
$70.35 - $89.5 $32.8K - $41.7K
5.27K $467K
ORCC
Owl Rock Capital Corp

Financial Services
4.83K
+ 6.22%
N/A
82.5K $1.1M
AXP
American Express CO

Financial Services
6
+ 0.5%
$231.39 - $318.98 $1.39K - $1.91K
1.2K $383K
HQH
Tekla Healthcare Investors

Financial Services
7.8K
+ 9.75%
$14.14 - $16.32 $110K - $127K
87.9K $1.36M
VOT
Vanguard Mid Cap Growth Index

ETFs
76
+ 7.89%
$216.28 - $284.39 $16.4K - $21.6K
1.04K $295K
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.05K
+ 15.43%
$51.14 - $57.0 $53.7K - $59.9K
7.86K $446K
AES
Aes Corp

Utilities
7.7K
+ 63.07%
$9.63 - $12.55 $74.2K - $96.7K
19.9K $209K
CHCT
Community Healthcare Trust Inc

Real Estate
6.11K
+ 20.87%
$14.97 - $18.3 $91.5K - $112K
35.4K $588K
VT
Vanguard Total World Stk Index

ETFs
10
+ 0.23%
$103.16 - $128.52 $1.03K - $1.29K
4.35K $559K
ACRE
Ares Commercial Real Estate Corp

Real Estate
7.61K
+ 5.63%
$3.5 - $5.07 $26.6K - $38.6K
143K $680K
ARI
Apollo Commercial Real Estate Finance, Inc.

Real Estate
4.58K
+ 5.99%
$7.98 - $10.06 $36.6K - $46.1K
81.1K $784K
NICE
Nice Ltd.

Technology
46
+ 1.49%
$141.3 - $178.32 $6.5K - $8.2K
3.12K $527K
BX
Blackstone Inc.

Financial Services
21
+ 0.41%
$120.07 - $151.11 $2.52K - $3.17K
5.1K $763K
USA
Liberty All Star Equity Fund

Financial Services
3.21K
+ 2.83%
$5.9 - $6.81 $19K - $21.9K
117K $795K
DFAE
Dimensional ETF Tr

ETFs
476
+ 3.91%
$22.87 - $28.95 $10.9K - $13.8K
12.6K $366K
IYC
Ishares U.S. Consumer Discreti

ETFs
71
+ 1.86%
$79.19 - $99.64 $5.62K - $7.07K
3.88K $386K
XLU
Utilities Sector Spdr

ETFs
24
+ 0.14%
$73.09 - $82.77 $1.75K - $1.99K
16.6K $1.36M
ING
Ing Groep Nv

Financial Services
390
+ 2.24%
$16.62 - $21.98 $6.48K - $8.57K
17.8K $388K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
2
+ 0.14%
$468.22 - $566.51 $936 - $1.13K
1.42K $802K
EFV
Msci Eafe Value ETF

ETFs
72
+ 0.79%
$52.4 - $64.65 $3.77K - $4.65K
9.18K $582K
IRM
Iron Mountain Inc

Real Estate
22
+ 0.87%
$76.93 - $105.25 $1.69K - $2.32K
2.55K $261K
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
234
+ 7.51%
$86.58 - $104.98 $20.3K - $24.6K
3.35K $351K
IWM
Ishares Russell 2000 ETF

ETFs
34
+ 1.55%
$174.82 - $215.79 $5.94K - $7.34K
2.22K $479K
BRSP
Bright Spire Capital, Inc.

Real Estate
17.6K
+ 19.14%
$4.3 - $5.59 $75.6K - $98.3K
109K $552K
IEFA
Ishares Tr

ETFs
80
+ 1.79%
$67.83 - $84.09 $5.43K - $6.73K
4.54K $379K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
4.25K
+ 3.84%
$7.05 - $8.02 $29.9K - $34.1K
115K $920K
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
3.43K
+ 9.16%
$8.45 - $9.78 $29K - $33.5K
40.9K $398K
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
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