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Carl Icahn’s 13F portfolio value increased from $23.85B to $24.29B this quarter. They decreased Occidental Petroleum and dropped Herbalife during the quarter.

Related tickers: BHC, CLDR, CNDT, CVI, D, DAN, DCUE, DK, FE, HLF, HRI, LNG, NWL, OXY, SD, SWX, TEN, UAN, WBT, XRX, IEP.

We believe the net-lease subsector should be a clear winner should Delta variant concerns continue to linger. See our list of seven individual net-lease REITs.

Related tickers: ADC, AFIN, AFINO, AFINP, BX, D, DCUE, E, EPR, EPRT, FCPT, GNL, KR, MGP, NNN, O, STOR, VER, VICI, WPC.