SHELTON REAL ESTATE INCOME FUND
SCM Trust

Portfolio moves

Net position changes between two of this fund's N-PORT snapshots. These are differences between point-in-time reports — not a trade log — and share counts can be affected by splits and other corporate actions.

Jun 30, 2020 → Sep 30, 2020

Expand a category to see the positions behind it, ranked by weight.

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Security Shares Jun 2020 Shares Sep 2020 Δ shares End % Δ value
CROWN CASTLE INC 2,870 2,235 -635 9.20% -$108.17K
ALEXANDRIA REAL ES EQ INC REIT 2,235 1,860 -375 7.36% -$65.03K
SUNSTONE HOTEL INVS INC 19,850 16,850 -3,000 3.31% -$27.99K
APOLLO COMMERCIA 7,507 3,507 -4,000 0.78% -$42.05K
Security Shares Jun 2020 Shares Sep 2020 Δ shares End % Δ value
EQUINIX INC 525 525 0 9.87% $30.36K
DUKE REALTY CORP REIT 8,975 8,975 0 8.19% $13.55K
SUN COMMUNITIES INC - REIT 2,290 2,290 0 7.96% $11.29K
CUBESMART 6,395 6,395 0 5.11% $34.02K
Pets at Home Group plc 1,520 1,520 0 4.47% -$3.31K
DIGITAL REALTY TRUST INC 1,100 1,100 0 3.99% $5.12K
HEALTHCARE TRST OF AMERICA INC 6,056 6,056 0 3.89% -$3.15K
PROLOGIS INC REIT 1,546 1,546 0 3.85% $11.27K
AMERICAN TOWER CORP 600 600 0 3.59% -$10.09K
HOST HOTELS & RE 13,060 13,060 0 3.48% $0
BLACKSTONE MORTGAGE TR CL A 6,214 6,214 0 3.38% -$13.17K
AVALONBAY COMMUNITIES INC REIT 843 843 0 3.11% -$4.47K
EQUITY RESIDENTIAL REIT 2,140 2,140 0 2.72% -$16.03K
BRIXMOR PROPERTY 8,345 8,345 0 2.41% -$9.43K
STARWOOD PROPERTY TRUST INC 6,156 6,156 0 2.30% $800
SIMON PROPERTY 1,045 1,045 0 1.67% -$3.87K
VORNADO RLTY TST 1,900 1,900 0 1.58% -$8.55K
AMERICAN HOMES-A 2,178 2,178 0 1.53% $3.44K
HUDSON PACIFIC PROPERTIES INC 2,800 2,800 0 1.52% -$9.04K
CEDAR RLTY TR I 7.25% PFD PERP 3,171 3,171 0 1.48% -$2.51K
CORPORATE OFFICE PROPERTIES TR 2,225 2,225 0 1.31% -$3.60K
EPR PROPERTIES 1,851 1,851 0 1.26% -$10.42K
SITE CENTERS CORP 3,274 3,274 0 0.58% -$2.95K
RETAIL VALUE INC (ESCROW LINE) 308 308 0 0.10% $65

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