ARC
PLYM

Advisor Resource Council’s Plymouth Industrial REIT PLYM Stock Holding History

Advisor Resource Council’s Portfolio PLYM Stock Details PLYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-42,050
Closed -$643K – 464
2025
Q1 		$643K Buy
+42,050
New +$709K 0.05% 319
2022
Q3 		– Sell
-12,586
Closed -$220K – 395
2022
Q2 		$220K Buy
+12,586
New +$272K 0.02% 445
2022
Q1 		– Sell
-12,599
Closed -$403K – 438
2021
Q4 		$403K Buy
+12,599
New +$349K 0.03% 372

Other funds holding PLYM

WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Advisor Resource Council's PLYM Position: Q2 2025 in Review

Advisor Resource Council sold out of Plymouth Industrial REIT (PLYM) in Q2 2025, closing a stake of 42,050 shares — an estimated $643K sold.

Advisor Resource Council first reported a position in PLYM in Q4 2021 and held it in 3 quarters. The position peaked at $643K in Q1 2025. 184 funds tracked by Wall St. Rank hold PLYM as of Q2 2025.

  • Advisor Resource Council reported no remaining Plymouth Industrial REIT position as of Q2 2025 after selling out during the quarter.
  • Advisor Resource Council sold 42,050 Plymouth Industrial REIT shares in Q2 2025, an estimated $643K.
  • Advisor Resource Council first reported a position in Plymouth Industrial REIT in Q4 2021 and held it in 3 quarters.
  • Advisor Resource Council's Plymouth Industrial REIT position peaked at $643K in Q1 2025.
  • 184 funds tracked by Wall St. Rank held Plymouth Industrial REIT as of Q2 2025.

Based on Advisor Resource Council's 13F filing for Q2 2025, filed 11 Aug 2025.