# SHELTON REAL ESTATE INCOME FUND

SHELTON REAL ESTATE INCOME FUND is a registered fund series of SCM Trust (series S000054273). Net assets $4.0M as of 2020-09-30.

## Profile

- Series ID: S000054273
- Registrant: SCM Trust
- LEI: 254900CK1LHH61VL1D45
- Net assets: $4.0M
- Total assets: $4.1M
- As of: 2020-09-30

## Advisers

- [SHELTON CAPITAL MANAGEMENT (Advisor)](https://search.stillhousedata.com/firm/104720)

## Top holdings (28 reported)

_Showing 15 of 28 holdings by value._

| Holding | Ticker | Value | % of fund |
| --- | --- | --- | --- |
| [Equinix, Inc.](https://search.stillhousedata.com/security/29444U700) | — | $399K | 993.74% |
| [Crown Castle International Corp.](https://search.stillhousedata.com/security/22822V101) | — | $372K | 926.65% |
| [Duke Realty Corp](https://search.stillhousedata.com/security/264411505) | — | $331K | 824.68% |
| [Sun Communities, Inc.](https://search.stillhousedata.com/security/866674104) | — | $322K | 801.82% |
| [Alexandria Real Estate Equities, Inc.](https://search.stillhousedata.com/security/015271109) | — | $298K | 741.07% |
| [CubeSmart L.P.](https://search.stillhousedata.com/security/229663109) | — | $207K | 514.52% |
| [Coresite Realty C](https://search.stillhousedata.com/security/21870Q105) | — | $181K | 449.96% |
| [Digital Realty Trust Inc](https://search.stillhousedata.com/security/253868103) | — | $161K | 402.00% |
| [Healthcare Trust Of America Inc](https://search.stillhousedata.com/security/42225P501) | — | $157K | 392.09% |
| [Prologis Inc.](https://search.stillhousedata.com/security/74340W103) | — | $156K | 387.36% |
| [American Tower Corporation](https://search.stillhousedata.com/security/03027X100) | — | $145K | 361.17% |
| [Host Hotels & Resorts Inc](https://search.stillhousedata.com/security/44107P104) | — | $141K | 350.91% |
| [Blackstone Mortgage Trust, Inc](https://search.stillhousedata.com/security/09257W100) | — | $137K | 339.96% |
| [Sunstone Hotel Investors Inc.](https://search.stillhousedata.com/security/867892101) | — | $134K | 333.16% |
| [AvalonBay Communities, Inc.](https://search.stillhousedata.com/security/053484101) | — | $126K | 313.49% |

## Net asset history

| Report date | Net assets |
| --- | --- |
| 2020-09-30 | $4.0M |
| 2020-06-30 | $4.3M |
| 2020-03-31 | $4.0M |
| 2019-12-31 | $5.7M |
| 2019-09-30 | $6.1M |

## More

- [Registrant: SCM Trust](https://search.stillhousedata.com/registrant/836267)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/fund/S000054273.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.