CWP
PLYM

Concord Wealth Partners’s Plymouth Industrial REIT PLYM Stock Holding History

Concord Wealth Partners’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
-27
Closed -$481 – 932
2024
Q4 		$481 Hold
27
– – ﹤0.01% 861
2024
Q3 		$610 Buy
+27
New +$627 ﹤0.01% 881

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

Concord Wealth Partners's PLYM Position: Q1 2025 in Review

Concord Wealth Partners sold out of Plymouth Industrial REIT (PLYM) in Q1 2025, closing a stake of 27 shares — an estimated $481 sold.

Concord Wealth Partners first reported a position in PLYM in Q3 2024 and held it in 2 quarters. The position peaked at $610 in Q3 2024. 197 funds tracked by Wall St. Rank hold PLYM as of Q1 2025.

  • Concord Wealth Partners reported no remaining Plymouth Industrial REIT position as of Q1 2025 after selling out during the quarter.
  • Concord Wealth Partners sold 27 Plymouth Industrial REIT shares in Q1 2025, an estimated $481.
  • Concord Wealth Partners first reported a position in Plymouth Industrial REIT in Q3 2024 and held it in 2 quarters.
  • Concord Wealth Partners's Plymouth Industrial REIT position peaked at $610 in Q3 2024.
  • 197 funds tracked by Wall St. Rank held Plymouth Industrial REIT as of Q1 2025.

Based on Concord Wealth Partners's 13F filing for Q1 2025, filed 2 May 2025.