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Samalin Investment Counsel’s InfraCap REIT Preferred ETF PFFR Stock Holding History

Samalin Investment Counsel’s Portfolio PFFR Stock Details PFFR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-10,036
Closed -$186K – 330
2024
Q4 		$186K Buy
+10,036
New +$194K 0.08% 270

Other funds holding PFFR

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PPW
Pasadena Private Wealth Pasadena, California $723M AUM 18.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Samalin Investment Counsel's PFFR Position: Q1 2025 in Review

Samalin Investment Counsel sold out of InfraCap REIT Preferred ETF (PFFR) in Q1 2025, closing a stake of 10,036 shares — an estimated $186K sold.

Samalin Investment Counsel first reported a position in PFFR in Q4 2024 and held it in 1 quarter. The position peaked at $186K in Q4 2024. 19 funds tracked by Wall St. Rank hold PFFR as of Q1 2025.

  • Samalin Investment Counsel reported no remaining InfraCap REIT Preferred ETF position as of Q1 2025 after selling out during the quarter.
  • Samalin Investment Counsel sold 10,036 InfraCap REIT Preferred ETF shares in Q1 2025, an estimated $186K.
  • Samalin Investment Counsel first reported a position in InfraCap REIT Preferred ETF in Q4 2024 and held it in 1 quarter.
  • Samalin Investment Counsel's InfraCap REIT Preferred ETF position peaked at $186K in Q4 2024.
  • 19 funds tracked by Wall St. Rank held InfraCap REIT Preferred ETF as of Q1 2025.

Based on Samalin Investment Counsel's 13F filing for Q1 2025, filed 14 May 2025.