BCA
PLYM

Berman Capital Advisors’s Plymouth Industrial REIT PLYM Stock Holding History

Berman Capital 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
2021
Q3 		$6K Buy
266
+2
+0.8% +$45 ﹤0.01% 1387
2021
Q2 		$5K Buy
264
+9
+4% +$170 ﹤0.01% 1360
2021
Q1 		$4K Buy
+255
New +$3.98K ﹤0.01% 1353

Other funds holding PLYM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
MIRH
Madison International Realty Holdings New York $54.9M AUM
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
WMSA
Weiss Multi-Strategy Advisers New York $4.16B AUM 30.77% 1-Year Est. Return

Berman Capital Advisors's PLYM Position: Q3 2021 in Review

Berman Capital Advisors increased its Plymouth Industrial REIT (PLYM) stake by 0.76% in Q3 2021, buying an estimated $45 and bringing the position to 266 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #1387.

Berman Capital Advisors first reported a position in PLYM in Q1 2021 and has held it in 3 quarters since. 136 funds tracked by Wall St. Rank hold PLYM as of Q3 2021.

  • Berman Capital Advisors held 266 shares of Plymouth Industrial REIT worth $6K as of Q3 2021.
  • Berman Capital Advisors bought 2 Plymouth Industrial REIT shares in Q3 2021, an estimated $45.
  • Plymouth Industrial REIT made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1387 holding.
  • Berman Capital Advisors first reported a position in Plymouth Industrial REIT in Q1 2021 and has held it in 3 quarters since.
  • 136 funds tracked by Wall St. Rank held Plymouth Industrial REIT as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.