CAPTRUST Financial Advisors
PLYM

CAPTRUST Financial Advisors’s Plymouth Industrial REIT PLYM Stock Holding History

CAPTRUST Financial 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
2025
Q1 		– Sell
-10,843
Closed -$193K – 2430
2024
Q4 		$193K Sell
10,843
-142
-1% -$2.81K ﹤0.01% 2148
2024
Q3 		$248K Buy
+10,985
New +$255K ﹤0.01% 2004
2024
Q1 		– Sell
-18,267
Closed -$440K – 2524
2023
Q4 		$440K Buy
18,267
+372
+2% +$8.09K ﹤0.01% 1829
2023
Q3 		$375K Buy
+17,895
New +$403K ﹤0.01% 1841

Other funds holding PLYM

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

CAPTRUST Financial Advisors's PLYM Position: Q1 2025 in Review

CAPTRUST Financial Advisors sold out of Plymouth Industrial REIT (PLYM) in Q1 2025, closing a stake of 10,843 shares — an estimated $193K sold.

CAPTRUST Financial Advisors first reported a position in PLYM in Q3 2023 and held it in 4 quarters. The position peaked at $440K in Q4 2023. 197 funds tracked by Wall St. Rank hold PLYM as of Q1 2025.

  • CAPTRUST Financial Advisors reported no remaining Plymouth Industrial REIT position as of Q1 2025 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 10,843 Plymouth Industrial REIT shares in Q1 2025, an estimated $193K.
  • CAPTRUST Financial Advisors first reported a position in Plymouth Industrial REIT in Q3 2023 and held it in 4 quarters.
  • CAPTRUST Financial Advisors's Plymouth Industrial REIT position peaked at $440K in Q4 2023.
  • 197 funds tracked by Wall St. Rank held Plymouth Industrial REIT as of Q1 2025.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2025, filed 15 May 2025.