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
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
GD
General Dynamics Corp

Industrials
30
+ 3.05%
$247.68 - $291.66 $7.43K - $8.75K
1.01K $295K
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
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
HSBC
Hsbc Holdings PLC

Financial Services
149
+ 4.07%
$46.68 - $61.09 $6.96K - $9.1K
3.81K $231K
IGR
Cbre Global Real Estate Income Fund

Financial Services
1.87K
+ 2.12%
$4.33 - $5.29 $8.09K - $9.88K
90.1K $476K
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
Annaly Capital Management In
2.15K
+ 7.83%
N/A
29.7K $0
Morgan Stanley Direct Lendin
199
+ 1.75%
N/A
11.5K $0
Microchip Technology Inc.
4.83K
+ 74.17%
N/A
11.3K $0
Flaherty & Crumrine Dynamic
1.59K
+ 3.66%
N/A
45.1K $0
SO
Southern CO

Utilities
7
+ 0.27%
$84.91 - $92.56 $594 - $648
2.58K $236K
Hewlett Packard Enterprise C
12
+ 0.13%
N/A
9.15K $0
Dimensional ETF Trust
701
+ 2.64%
N/A
27.2K $0
Oaktree Specialty Lending CO
2.24K
+ 2.62%
N/A
87.5K $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
NOC
Northrop Grumman Corp

Industrials
7
+ 1.28%
$456.3 - $540.39 $3.19K - $3.78K
556 $277K
LXP
Lxp Industrial Trust

Real Estate
2.84K
+ 4.08%
$7.22 - $8.85 $20.5K - $25.1K
72.2K $596K
ALE
Allete Inc

Utilities
111
+ 1.36%
$63.53 - $65.71 $7.05K - $7.29K
8.29K $530K
PDO
Pimco Dynamic Income Opportunities Fund

Basic Materials
1.58K
+ 2.21%
$12.24 - $13.88 $19.4K - $22K
73.1K $985K
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
312
+ 1.46%
$17.17 - $19.9 $5.36K - $6.21K
21.6K $416K
LYB
Lyondell Basell Industries N.V.

Basic Materials
2.25K
+ 20.13%
$53.23 - $70.65 $120K - $159K
13.4K $777K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
97
+ 0.96%
$24.32 - $27.87 $2.36K - $2.7K
10.2K $270K
PFE
Pfizer Inc

Healthcare
657
+ 2.22%
$21.59 - $24.84 $14.2K - $16.3K
30.3K $733K
XLV
Select Sector Spdr Fund Health

ETFs
6
+ 0.37%
$128.77 - $144.3 $773 - $866
1.65K $222K
WES
Western Midstream Partners, LP

Energy
1.28K
+ 4.32%
$34.99 - $41.61 $44.9K - $53.4K
31K $1.2M
ET
Energy Transfer LP

Energy
285
+ 0.53%
$15.65 - $18.93 $4.46K - $5.4K
54.1K $980K
PAA
Plains All American Pipeline LP

Energy
383
+ 2.18%
$16.03 - $20.28 $6.14K - $7.77K
18K $329K
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
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