Penn Series Real Estate Securities Fund

Penn Series Real Estate Securities Fund is a registered fund series of Penn Series Funds Inc (series S000006729). Net assets $92.6M as of 2026-03-31.

Profile

Advisers

Top holdings (42 reported)

Showing 15 of 42 holdings by value.

HoldingTickerValue% of fund
Welltower Inc.$11.7M1264.46%
Digital Realty Trust Inc.$8.5M920.25%
Equinix, Inc.$5.9M633.60%
Prologis Inc.$4.7M505.58%
Crown Castle Inc.$4.5M487.51%
American Tower Corporation$4.1M447.51%
EXTRA SPACE STORAGE INC$4.0M434.40%
Iron Mountain Inc.$3.6M387.19%
Agree Realty Corp$3.5M374.96%
SBA Communications Corp.$3.2M349.39%
Sun Communities, Inc.$2.9M310.50%
Essex Property Trust, Inc.$2.4M257.52%
Kimco Realty Corporation$2.3M252.56%
Host Hotels & Resorts Inc$2.3M244.74%
Public Storage$2.0M218.48%

Net asset history

Report dateNet assets
2026-03-31$92.6M
2025-12-31$93.3M
2025-09-30$98.3M
2025-06-30$98.2M
2025-03-31$102.0M
2024-12-31$101.6M
2024-09-30$114.8M
2024-06-28$106.5M

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