BTI
PLYM

Blue Trust Inc’s Plymouth Industrial REIT PLYM Stock Holding History

Blue Trust Inc’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
Q4 		– Sell
-779
Closed -$17.4K – 2682
2025
Q3 		$17.4K Sell
779
-1,559
-67% -$28.6K ﹤0.01% 1702
2025
Q2 		$37.5K Hold
2,338
– – ﹤0.01% 1520
2025
Q1 		$38.1K Hold
2,338
– – ﹤0.01% 1480
2024
Q4 		$41.6K Hold
2,338
– – ﹤0.01% 1413
2024
Q3 		$50K Sell
2,338
-6,882
-75% -$160K ﹤0.01% 1565
2024
Q2 		$207K Buy
+9,220
New +$193K ﹤0.01% 690

Other funds holding PLYM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
MAM
Melqart Asset Management London, United Kingdom $1.01B AUM 84.85% 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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Blue Trust Inc's PLYM Position: Q4 2025 in Review

Blue Trust Inc sold out of Plymouth Industrial REIT (PLYM) in Q4 2025, closing a stake of 779 shares — an estimated $17.4K sold.

Blue Trust Inc first reported a position in PLYM in Q2 2024 and held it in 6 quarters. The position peaked at $207K in Q2 2024. 215 funds tracked by Wall St. Rank hold PLYM as of Q4 2025.

  • Blue Trust Inc reported no remaining Plymouth Industrial REIT position as of Q4 2025 after selling out during the quarter.
  • Blue Trust Inc sold 779 Plymouth Industrial REIT shares in Q4 2025, an estimated $17.4K.
  • Blue Trust Inc first reported a position in Plymouth Industrial REIT in Q2 2024 and held it in 6 quarters.
  • Blue Trust Inc's Plymouth Industrial REIT position peaked at $207K in Q2 2024.
  • 215 funds tracked by Wall St. Rank held Plymouth Industrial REIT as of Q4 2025.

Based on Blue Trust Inc's 13F filing for Q4 2025, filed 16 Jan 2026.