Samalin Investment Counsel, LLC
Position in IGR — Cbre Global Real Estate Income Fund
CIK 1544366
CHAPPAQUA, NY
Position in IGR
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$421,817
+$29,102 QoQ
Shares Held
96,086
+7.2% QoQ
Ownership
0.063%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in IGR Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Samalin Investment Counsel, LLC holds $40,998,819 across 58 Asset Management names. IGR ranks #43 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HQH |
abrdn Healthcare Investors
|
125,848 | $2,238,835 | |
| 2 | RVT |
Royce Small-Cap Trust, Inc.
|
112,755 | $1,871,733 | |
| 3 | RQI |
Cohen & Steers Quality Income Realty Fund Inc
|
137,632 | $1,658,465 | |
| 4 | CHI |
Calamos Convertible Opportunities & Income Fund
|
146,349 | $1,571,788 | |
| 5 | UTG |
Reaves Utility Income Fund
|
35,875 | $1,409,170 | |
| 6 | ARCC |
Ares Capital Corp
|
75,120 | $1,353,662 | |
| 7 | APO |
Apollo Global Management, Inc.
|
11,774 | $1,311,859 | |
| 8 | HTD |
John Hancock Tax-Advantaged Dividend Income Fund
|
48,030 | $1,189,703 |
All Filings in IGR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $421,817 | 96,086 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $392,715 | 89,661 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $480,111 | 93,407 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $476,687 | 90,111 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $455,333 | 88,243 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $402,284 | 83,635 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $546,420 | 83,169 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $586,217 | 116,313 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $627,797 | 116,691 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $758,380 | 139,665 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $819,391 | 182,087 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,066,538 | 203,927 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $1,132,516 | 213,280 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $1,195,862 | 208,702 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,153,578 | 199,927 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,420,266 | 195,629 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,750,026 | 193,587 | Shares | Sole | 2022-10-14 | |
| 2021-12-31 | $1,931,243 | 197,267 | Shares | Sole | 2022-10-14 | |
| 2021-09-30 | $1,633,284 | 195,369 | Shares | Sole | 2022-10-14 | |
| 2021-06-30 | $1,703,580 | 193,369 | Shares | Sole | 2022-10-14 | |
| 2021-03-31 | $1,533,376 | 196,335 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $1,321,524 | 192,082 | Shares | Sole | 2022-10-14 | |
| 2020-09-30 | $1,217,085 | 203,526 | Shares | Sole | 2022-10-14 | |
| 2020-06-30 | $1,196,835 | 200,475 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $1,025,310 | 195,670 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||