Samalin Investment Counsel, LLC Incresed Positions in Q3 2025

Samalin Investment Counsel, LLC

  • $274 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
APA
Apa Corp

Energy
1.24K
+ 10.29%
$18.06 - $24.69 $22.3K - $30.5K
13.2K $321K
O
Realty Income Corp

Real Estate
754
+ 4.44%
$56.13 - $60.79 $42.3K - $45.8K
17.7K $1.08M
C
Citigroup Inc

Financial Services
41
+ 0.71%
$85.57 - $103.49 $3.51K - $4.24K
5.84K $592K
XLU
Utilities Sector Spdr

ETFs
50
+ 0.3%
$81.14 - $87.32 $4.06K - $4.37K
16.7K $1.46M
PDO
Pimco Dynamic Income Opportunities Fund

Basic Materials
3.12K
+ 4.27%
$13.32 - $14.12 $41.6K - $44.1K
76.2K $1.08M
SPYG
Spdr Portfolio

ETFs
468
+ 10.26%
$94.33 - $105.31 $44.1K - $49.3K
5.03K $525K
CVX
Chevron Corp

Energy
125
+ 2.19%
$145.57 - $161.83 $18.2K - $20.2K
5.84K $907K
AGNC
Agnc Investment Corp.

Real Estate
5K
+ 7.55%
$9.2 - $10.37 $46K - $51.8K
71.2K $696K
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
2.87K
+ 3.3%
$13.77 - $14.45 $39.5K - $41.4K
89.8K $1.3M
DFSD
Dimensional ETF Tr Short Durat

ETFs
1.69K
+ 6.06%
$47.86 - $48.43 $80.7K - $81.7K
29.5K $1.42M
ING
Ing Groep Nv

Financial Services
184
+ 1.04%
$22.0 - $26.08 $4.05K - $4.8K
18K $468K
DUHP
Dimensional ETF Tr Dimensional

ETFs
449
+ 1.57%
$35.76 - $37.93 $16.1K - $17K
29K $1.1M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
1.52K
+ 5.22%
$41.8 - $43.15 $63.4K - $65.4K
30.6K $1.31M
BRSP
Bright Spire Capital, Inc.

Real Estate
6.48K
+ 5.92%
$4.91 - $5.94 $31.8K - $38.5K
116K $629K
JXN
Jackson Financial Inc.

Financial Services
104
+ 1.97%
$84.06 - $103.8 $8.74K - $10.8K
5.37K $543K
MCHP
Microchip Technology Inc

Technology
1.43K
+ 47.56%
$60.95 - $75.26 $87.2K - $108K
4.44K $284K
PEAK
Healthpeak Properties, Inc.

Real Estate
3.79K
+ 9.25%
N/A
44.8K $850K
NEE
Nextera Energy Inc

Utilities
379
+ 5.39%
$69.77 - $77.54 $26.4K - $29.4K
7.41K $559K
DFAI
Dimensional ETF Tr

ETFs
591
+ 2.22%
$34.05 - $36.55 $20.1K - $21.6K
27.2K $987K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
5.55K
+ 4.83%
$7.98 - $8.29 $44.3K - $46K
120K $987K
XLG
Invesco Exchange Traded Fd Tr

ETFs
90
+ 0.8%
$51.78 - $57.89 $4.66K - $5.21K
11.3K $651K
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
2.75K
+ 10.7%
$17.13 - $17.98 $47.1K - $49.4K
28.5K $505K
RSP
Invesco S&P 500 Equal Weight E

ETFs
8
+ 0.11%
$181.56 - $190.33 $1.45K - $1.52K
7.61K $1.44M
VTV
Vanguard Value ETF

ETFs
156
+ 4.68%
$175.51 - $186.57 $27.4K - $29.1K
3.49K $650K
KRG
Kite Realty Group Trust

Real Estate
2.92K
+ 27.18%
$20.94 - $23.26 $61.1K - $67.9K
13.7K $304K
ORCC
Owl Rock Capital Corp

Financial Services
4.37K
+ 5.3%
N/A
86.9K $1.16M
WLKP
Westlake Chemical Partners LP

Basic Materials
4.01K
+ 16.17%
$20.7 - $22.56 $83K - $90.4K
28.8K $604K
DMB
Bny Mellon Municipal Bond Infrastructure Fund, Inc.

Financial Services
3.32K
+ 6.68%
$9.87 - $10.66 $32.8K - $35.4K
53.1K $565K
GD
General Dynamics Corp

Industrials
18
+ 1.78%
$293.92 - $341.0 $5.29K - $6.14K
1.03K $351K
LLY
Eli Lilly & CO

Healthcare
90
+ 11.48%
$625.65 - $812.69 $56.3K - $73.1K
874 $666K
FVAL
Fidelity Covington Tr Value Fa

ETFs
134
+ 1.47%
$63.74 - $69.18 $8.54K - $9.27K
9.22K $635K
CINF
Cincinnati Financial Corp

Financial Services
209
+ 9.43%
$145.8 - $158.1 $30.5K - $33K
2.43K $383K
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
4.02K
+ 2.74%
$12.09 - $12.69 $48.6K - $51K
151K $1.88M
DFIP
Dimensional ETF Tr Inflation P

ETFs
924
+ 3.16%
$41.6 - $42.66 $38.4K - $39.4K
30.2K $1.27M
ECC
Eagle Point Credit CO Inc.

Financial Services
18.3K
+ 27.62%
$6.23 - $7.8 $114K - $143K
84.5K $558K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
11
+ 0.78%
$567.09 - $607.37 $6.24K - $6.68K
1.43K $850K
UBER
Uber Technologies, Inc

Technology
347
+ 11.52%
$86.91 - $99.57 $30.2K - $34.6K
3.36K $329K
IDXX
Idexx Laboratories Inc

Healthcare
3
+ 0.68%
$514.61 - $682.78 $1.54K - $2.05K
444 $283K
ARI
Apollo Commercial Real Estate Finance, Inc.

Real Estate
863
+ 1.06%
$9.62 - $11.02 $8.3K - $9.51K
81.9K $829K
ALE
Allete Inc

Utilities
379
+ 4.57%
$62.45 - $66.45 $23.7K - $25.2K
8.66K $575K
WMT
Walmart Inc.

Consumer Defensive
119
+ 1.92%
$94.4 - $104.27 $11.2K - $12.4K
6.33K $652K
WFC
Wells Fargo & Company

Financial Services
333
+ 7.2%
$77.05 - $85.16 $25.7K - $28.4K
4.96K $415K
HSBC
Hsbc Holdings PLC

Financial Services
69
+ 1.81%
$60.27 - $70.98 $4.16K - $4.9K
3.88K $275K
XOM
Exxon Mobil Corp

Energy
74
+ 1.09%
$105.83 - $117.22 $7.83K - $8.67K
6.88K $776K
BGR
Black Rock Energy & Resources Trust

Financial Services
1.36K
+ 1.85%
$13.14 - $13.64 $17.9K - $18.6K
74.9K $1.02M
DVY
Ishares Tr

ETFs
10
+ 0.25%
$133.88 - $142.57 $1.34K - $1.43K
3.96K $562K
CHI
Calamos Convertible Opportunities & Income Fund

Financial Services
1.96K
+ 3.64%
$10.18 - $10.96 $19.9K - $21.4K
55.6K $600K
MCD
Mcdonalds Corp

Consumer Cyclical
4
+ 0.14%
$291.67 - $316.99 $1.17K - $1.27K
2.94K $892K
UMH
Umh Properties, Inc.

Real Estate
4.07K
+ 30.76%
$14.69 - $17.34 $59.7K - $70.5K
17.3K $256K
Activity Summary
Buys All Purchases 224 New Holdings 43 Increased Positions 181 Sells All Sells 100 Reductions 100 Sold out 0 Options Calls 0 Puts 0
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