Number of Shares
29,597.00
Current Holdings Value*
$4.39 Mil
% of Portfolio
4.38%
Total Estimate Gain
$2.22 Mil
% of Total Estimate Gain
20.54%

Penn Series Real Estate Securities Fund's Extra Space Storage Inc Holding Summary

As of 2025-03-31, Penn Series Real Estate Securities Fund held 29,597.00 shares of Extra Space Storage Inc(EXR), totaling $4.39 Mil. This investment constitutes 4.38% of their stock portfolio, and Penn Series Real Estate Securities Fund now holds 0.01% of the outstanding Extra Space Storage Inc(EXR) stock.

The initial trade took place in 2019Q3. And since then Penn Series Real Estate Securities Fund has made 8 purchases of EXR, at an average price of $123.87, for a total of 87,256.00 shares. In addition, there have been 13 sales at an average price of $148.27 for 57,659.00 shares. Based on historical transaction data and EXR's current price of $151.33, Penn Series Real Estate Securities Fund's estimated gain on his EXR holdings is $2.22 Mil, reflecting a 20.54% gain to date.

Penn Series Real Estate Securities Fund EXR ($151.33) Holding Chart

Penn Series Real Estate Securities Fund EXR ($151.33) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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