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Holdings (Monthly) Guide ↗

Penn Series Real Estate Securities Fund

· Penn Series Funds Inc
Monthly Holdings $93M AUM 42 positions Period Mar 2026 Filed May 21, 2026 EDGAR ↗ ← All Funds
# Name Ticker Since Shares Value % Port Cat
1 Welltower Inc. WELL Mar 2026 59,248 $11.7M 12.64% EC
2 Digital Realty Trust Inc. DLR Mar 2026 47,307 $8.5M 9.20% EC
3 Equinix, Inc. EQIX Mar 2026 5,988 $5.9M 6.34% EC
4 Prologis Inc. PLD Mar 2026 35,434 $4.7M 5.06% EC
5 Crown Castle Inc. CCI Mar 2026 55,544 $4.5M 4.88% EC
6 American Tower Corporation AMT Mar 2026 24,022 $4.1M 4.48% EC
7 EXTRA SPACE STORAGE INC EXR Mar 2026 30,689 $4.0M 4.34% EC
8 Iron Mountain Inc. IRM Mar 2026 35,118 $3.6M 3.87% EC
9 Agree Realty Corp ADC Mar 2026 46,082 $3.5M 3.75% EC
10 SBA Communications Corp. SBAC Mar 2026 18,806 $3.2M 3.49% EC
11 Sun Communities, Inc. SUI Mar 2026 22,836 $2.9M 3.10% EC
12 Essex Property Trust, Inc. ESS Mar 2026 9,858 $2.4M 2.58% EC
13 Kimco Realty Corporation KIM Mar 2026 104,124 $2.3M 2.53% EC
14 Host Hotels & Resorts Inc HST Mar 2026 118,332 $2.3M 2.45% EC
15 Public Storage PSA Mar 2026 7,472 $2.0M 2.18% EC
16 Weyerhaeuser Company WY Mar 2026 76,548 $1.9M 2.02% EC
17 HRTI LLC HR Mar 2026 109,011 $1.9M 2.00% EC
18 Ventas Inc. VTR Mar 2026 22,356 $1.8M 1.97% EC
19 BXP Inc BXP Mar 2026 33,323 $1.7M 1.87% EC
20 Simon Property Group Inc SPG Mar 2026 9,118 $1.7M 1.84% EC
21 Eastgroup Properties, Inc. EGP Mar 2026 8,589 $1.6M 1.72% EC
22 INVITATION HOMES INC INVH Mar 2026 62,201 $1.5M 1.67% EC
23 Realty Income Corporation O Mar 2026 24,217 $1.5M 1.60% EC
24 Kite Realty Group Trust KRG Mar 2026 60,286 $1.5M 1.60% EC
25 UDR Inc UDR Mar 2026 31,961 $1.1M 1.17% EC
26 Equity Residential EQR Mar 2026 17,686 $1.0M 1.13% EC
27 Caesars Entertainment Inc. CZR Mar 2026 38,783 $1.0M 1.11% EC
28 Essential Properties Realty Trust Inc. EPRT Mar 2026 28,859 $876K 0.95% EC
29 Highwoods Properties, Inc. HIW Mar 2026 40,844 $874K 0.94% EC
30 Omega Healthcare Investors, Inc. OHI Mar 2026 18,264 $800K 0.86% EC
31 Equity Lifestyle Properties Inc ELS Mar 2026 11,536 $720K 0.78% EC
32 OUTFRONT Media Inc OUT Mar 2026 26,461 $701K 0.76% EC
33 Gaming and Leisure Properties Inc GLPI Mar 2026 15,564 $691K 0.75% EC
34 Caretrust Reit Inc CTRE Mar 2026 18,550 $680K 0.73% EC
35 PACS GROUP INC PACS Mar 2026 19,587 $629K 0.68% EC
36 BlackRock Liquidity Funds TFDXX Mar 2026 608,382 $608K 0.66% STIV
37 Sl Green Realty Corp SLG Mar 2026 15,831 $585K 0.63% EC
38 Boyd Gaming Corporation BYD Mar 2026 6,461 $531K 0.57% EC
39 Lamar Advertising Company LAMR Mar 2026 3,516 $445K 0.48% EC
40 HUDSON PACIFIC PROPERTIES INC Warrant 000000000 Mar 2026 24,259 $142K 0.15% EC
41 Hudson Pacific Properties Inc HPP Mar 2026 13,802 $82K 0.09% EC
42 Kilroy Realty Corporation KRC Mar 2026 661 $19K 0.02% EC