Number of Shares
26,596.00
Current Holdings Value*
$5.79 Mil
% of Portfolio
5.76%
Total Estimate Gain
$627,611.38
% of Total Estimate Gain
4.58%

Penn Series Real Estate Securities Fund's American Tower Corp Holding Summary

As of 2025-03-31, Penn Series Real Estate Securities Fund held 26,596.00 shares of American Tower Corp(AMT), totaling $5.79 Mil. This investment constitutes 5.76% of their stock portfolio, and Penn Series Real Estate Securities Fund now holds 0.01% of the outstanding American Tower Corp(AMT) stock.

The initial trade took place in 2019Q3. And since then Penn Series Real Estate Securities Fund has made 7 purchases of AMT, at an average price of $216.31, for a total of 63,365.00 shares. In addition, there have been 5 sales at an average price of $226.27 for 36,769.00 shares. Based on historical transaction data and AMT's current price of $226.14, Penn Series Real Estate Securities Fund's estimated gain on his AMT holdings is $627,611.38, reflecting a 4.58% gain to date.

Penn Series Real Estate Securities Fund AMT ($226.14) Holding Chart

Penn Series Real Estate Securities Fund AMT ($226.14) 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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