Penn Series Real Estate Securities Fund IRM Holdings History
Penn Series Real Estate Securities Fund's Iron Mountain Inc Holding Summary
As of 2025-03-31, Penn Series Real Estate Securities Fund held 26,163.00 shares of Iron Mountain Inc(IRM), totaling $2.25 Mil. This investment constitutes 2.24% of their stock portfolio, and Penn Series Real Estate Securities Fund now holds 0.01% of the outstanding Iron Mountain Inc(IRM) stock.
The initial trade took place in 2020Q2. And since then Penn Series Real Estate Securities Fund has made 4 purchases of IRM, at an average price of $53.20, for a total of 121,038.00 shares. In addition, there have been 7 sales at an average price of $75.33 for 94,875.00 shares. Based on historical transaction data and IRM's current price of $99.39, Penn Series Real Estate Securities Fund's estimated gain on his IRM holdings is $3.31 Mil, reflecting a 51.38% gain to date.
Penn Series Real Estate Securities Fund IRM ($99.39) Holding Chart
Penn Series Real Estate Securities Fund IRM ($99.39) 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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