SR

SHELTON REAL ESTATE INCOME FUND | RENTX

Mutual Fund
SCM Trust
Last update 2022-04-23 28 Stocks (0 new)
Value $4.00 Mil Turnover 0 %
Countries:
Top Holdings: EQIX(9.87%)CCI(9.20%)DRE(8.19%)SUI(7.96%)ARE(7.36%)
Summary Stock Picks Current Portfolio
SHELTON REAL ESTATE INCOME FUN... Top Holdings of 2020-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
EQIX 		Equinix Inc
525
399.1
0%
9.870
0%
0.000
-1.20%
-4.09%
87,532.3
REITs
CCI 		Crown Castle International Corp
2,235
372.1
-22.13%
9.200
-2.48%
0.000
+5.92%
+11.87%
43,484.9
REITs
DRE 		Duke Realty Corp
8,975
331.2
0%
8.190
0%
0.000
0%
0%
18,556.6
REITs
SUI 		Sun Communities Inc
2,290
322.0
0%
7.960
0%
0.000
-6.16%
+4.11%
15,701.2
REITs
ARE 		Alexandria Real Estate Equities Inc
1,860
297.6
-16.78%
7.360
-1.42%
0.000
-29.77%
-26.93%
12,161.1
REITs
CUBE 		CubeSmart
6,395
206.6
0%
5.110
0%
0.000
+2.12%
+1.88%
9,710.8
REITs
COR 		CoreSite Realty Corp
1,520
180.7
0%
4.470
0%
0.000
+20.69%
+39.25%
7,487.1
REITs
DLR 		Digital Realty Trust Inc
1,100
161.4
0%
3.990
0%
0.000
+12.81%
-1.20%
58,514.2
REITs
HTA 		Healthcare Trust of America Inc
6,056
157.5
0%
3.890
0%
0.000
+9.09%
+4.86%
6,686.7
REITs
PLD 		Prologis Inc
1,546
155.6
0%
3.850
0%
0.000
-10.97%
+4.06%
101,162.5
REITs

SHELTON REAL ESTATE INCOME FUND's Historical Top Holdings Breakdowns

SHELTON REAL ESTATE INCOME FUND Total Holding History ($B)

To

SHELTON REAL ESTATE INCOME FUND's Asset Allocation

To

SHELTON REAL ESTATE INCOME FUND Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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SHELTON REAL ESTATE INCOME FUND's Hypothetical Growth since 2020-09-30

SHELTON REAL ESTATE INCOME FUND's Yearly Returns

Year Portfolio % % Excess Gain %

SHELTON REAL ESTATE INCOME FUND's Holdings Heat Map

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SHELTON REAL ESTATE INCOME FUND's Holdings Bubble Chart

SHELTON REAL ESTATE INCOME FUND News

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