Number of Shares
34,574.00
Current Holdings Value*
$4.45 Mil
% of Portfolio
4.43%
Total Estimate Gain
$89,355.70
% of Total Estimate Gain
0.82%

Penn Series Real Estate Securities Fund's Sun Communities Inc Holding Summary

As of 2025-03-31, Penn Series Real Estate Securities Fund held 34,574.00 shares of Sun Communities Inc(SUI), totaling $4.45 Mil. This investment constitutes 4.43% of their stock portfolio, and Penn Series Real Estate Securities Fund now holds 0.03% of the outstanding Sun Communities Inc(SUI) stock.

The initial trade took place in 2019Q3. And since then Penn Series Real Estate Securities Fund has made 13 purchases of SUI, at an average price of $142.39, for a total of 76,665.00 shares. In addition, there have been 3 sales at an average price of $158.55 for 42,091.00 shares. Based on historical transaction data and SUI's current price of $125.30, Penn Series Real Estate Securities Fund's estimated gain on his SUI holdings is $89,355.70, reflecting a 0.82% gain to date.

Penn Series Real Estate Securities Fund SUI ($125.30) Holding Chart

Penn Series Real Estate Securities Fund SUI ($125.30) 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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