BAM
PLYM

Belpointe Asset Management’s Plymouth Industrial REIT PLYM Stock Holding History

Belpointe Asset Management’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
2020
Q1 		– Sell
-13,892
Closed -$256K – 741
2019
Q4 		$256K Sell
13,892
-31,593
-69% -$582K 0.03% 474
2019
Q3 		$833K Buy
+45,485
New +$846K 0.13% 168

Other funds holding PLYM

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MIRH
Madison International Realty Holdings New York $54.9M AUM
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BPSG
Brookfield Public Securities Group New York $6.17B AUM
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
LCM
LDR Capital Management New York $74.4M AUM 7.16% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
RA
RMR Advisors Newton, Massachusetts $194M AUM 15.16% 1-Year Est. Return

Belpointe Asset Management's PLYM Position: Q1 2020 in Review

Belpointe Asset Management sold out of Plymouth Industrial REIT (PLYM) in Q1 2020, closing a stake of 13,892 shares — an estimated $256K sold.

Belpointe Asset Management first reported a position in PLYM in Q3 2019 and held it in 2 quarters. The position peaked at $833K in Q3 2019. 79 funds tracked by Wall St. Rank hold PLYM as of Q1 2020.

  • Belpointe Asset Management reported no remaining Plymouth Industrial REIT position as of Q1 2020 after selling out during the quarter.
  • Belpointe Asset Management sold 13,892 Plymouth Industrial REIT shares in Q1 2020, an estimated $256K.
  • Belpointe Asset Management first reported a position in Plymouth Industrial REIT in Q3 2019 and held it in 2 quarters.
  • Belpointe Asset Management's Plymouth Industrial REIT position peaked at $833K in Q3 2019.
  • 79 funds tracked by Wall St. Rank held Plymouth Industrial REIT as of Q1 2020.

Based on Belpointe Asset Management's 13F filing for Q1 2020, filed 20 Jul 2020.