Penn Series Real Estate Securities Fund SPG Holdings History
Penn Series Real Estate Securities Fund's Simon Property Group Inc Holding Summary
As of 2025-03-31, Penn Series Real Estate Securities Fund held 26,304.00 shares of Simon Property Group Inc(SPG), totaling $4.37 Mil. This investment constitutes 4.35% of their stock portfolio, and Penn Series Real Estate Securities Fund now holds 0.01% of the outstanding Simon Property Group Inc(SPG) stock.
The initial trade took place in 2019Q3. And since then Penn Series Real Estate Securities Fund has made 5 purchases of SPG, at an average price of $107.98, for a total of 75,464.00 shares. In addition, there have been 11 sales at an average price of $138.99 for 49,160.00 shares. Based on historical transaction data and SPG's current price of $163.02, Penn Series Real Estate Securities Fund's estimated gain on his SPG holdings is $2.97 Mil, reflecting a 36.48% gain to date.
Penn Series Real Estate Securities Fund SPG ($163.02) Holding Chart
Penn Series Real Estate Securities Fund SPG ($163.02) 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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