Today I decided to sell my moderate General Mills position mainly because of the slightly stretched valuation (even though the company is likely M&A participant) and recent drop in REIT valuations. I sold all my 50 shares for 59,661 USD per share and bought 20 shares of Realty Income Corporation for 53,0799 USD per share and 190 shares of VEREIT for 7,15 USD per share instead. This doesn’t hurt the dividend income in short term (hopefully) and allows a slight deleveraging as a bonus. Especially VEREIT appears to be undervalued though it shouldn’t be noted the legal issues have not been settled yet which is a risk of course.