BRWA
PLYM

B. Riley Wealth Advisors’s Plymouth Industrial REIT PLYM Stock Holding History

B. Riley Wealth Advisors’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
2024
Q4 		– Sell
-15,498
Closed -$347K – 1255
2024
Q3 		$347K Sell
15,498
-2,691
-15% -$62.5K 0.01% 888
2024
Q2 		$393K Sell
18,189
-4,003
-18% -$83.9K 0.01% 914
2024
Q1 		$470K Buy
22,192
+490
+2% +$10.9K 0.01% 821
2023
Q4 		$527K Sell
21,702
-490
-2% -$10.7K 0.01% 779
2023
Q3 		$470K Sell
22,192
-450
-2% -$10.1K 0.01% 821
2023
Q2 		$526K Buy
22,642
+2,037
+10% +$43.5K 0.01% 826
2023
Q1 		$438K Sell
20,605
-991
-5% -$20.9K 0.01% 862
2022
Q4 		$419K Sell
21,596
-2,198
-9% -$41.6K 0.01% 861
2022
Q3 		$400K Sell
23,794
-38,292
-62% -$742K 0.01% 862
2022
Q2 		$1.09M Sell
62,086
-59
-0.1% -$1.28K 0.05% 394
2022
Q1 		$1.69M Buy
62,145
+1,247
+2% +$34.4K 0.06% 340
2021
Q4 		$1.95M Buy
60,898
+22,695
+59% +$629K 0.06% 361
2021
Q3 		$870K Buy
38,203
+5,058
+15% +$114K 0.03% 566
2021
Q2 		$664K Buy
+33,145
New +$626K 0.02% 657
2020
Q4 		– Sell
-11,005
Closed -$136K – 1079
2020
Q3 		$136K Buy
+11,005
New +$144K 0.01% 872
2019
Q1 		– Sell
-114,852
Closed -$1.45M – 769
2018
Q4 		$1.45M Buy
114,852
+18,843
+20% +$250K 0.21% 113
2018
Q3 		$1.49M Buy
+96,009
New +$1.51M 0.18% 135

Other funds holding PLYM

MIRH
Madison International Realty Holdings New York $54.9M AUM
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 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
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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

B. Riley Wealth Advisors's PLYM Position: Q4 2024 in Review

B. Riley Wealth Advisors sold out of Plymouth Industrial REIT (PLYM) in Q4 2024, closing a stake of 15,498 shares — an estimated $347K sold.

B. Riley Wealth Advisors first reported a position in PLYM in Q3 2018 and held it in 17 quarters. The position peaked at $1.95M in Q4 2021. 185 funds tracked by Wall St. Rank hold PLYM as of Q4 2024.

  • B. Riley Wealth Advisors reported no remaining Plymouth Industrial REIT position as of Q4 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 15,498 Plymouth Industrial REIT shares in Q4 2024, an estimated $347K.
  • B. Riley Wealth Advisors first reported a position in Plymouth Industrial REIT in Q3 2018 and held it in 17 quarters.
  • B. Riley Wealth Advisors's Plymouth Industrial REIT position peaked at $1.95M in Q4 2021.
  • 185 funds tracked by Wall St. Rank held Plymouth Industrial REIT as of Q4 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2024, filed 25 Feb 2025.